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533 hedge funds and large institutions have $24.7B invested in Aon in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 27

64% more call options, than puts

Call options by funds: $39.9M | Put options by funds: $24.3M

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

6% more funds holding

Funds holding: 502533 (+31)

5% more capital invested

Capital invested by funds: $23.5B → $24.7B (+$1.18B)

1.15% more ownership

Funds ownership: 84.14%85.29% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
14.22%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
68
Increased
177
Reduced
193
Closed
27
Calls
$39.9M
Puts
$24.3M
Net Calls
+$15.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
426
Great Lakes Advisors
Illinois
$320K +$529 +5 +0.2%
SC
427
Saturna Capital
Washington
$318K
SG Americas Securities
428
SG Americas Securities
New York
$314K -$1.82M -17,203 -86%
SG
429
Societe Generale
$314K +$304K +2,878 New
PMFA
430
Plante Moran Financial Advisors
Michigan
$309K
LCM
431
Logan Capital Management
Pennsylvania
$306K
BC
432
Brinker Capital
Pennsylvania
$306K +$79.1K +748 +37%
AG
433
Advisor Group
Arizona
$295K +$289K +2,731 New
FBNAT
434
FirstMerit Bank N.A. Trustee
Ohio
$290K +$423 +4 +0.2%
UCFA
435
United Capital Financial Advisors
Texas
$289K -$56.1K -530 -17%
SCM
436
Shelton Capital Management
Colorado
$281K -$52K -492 -16%
LOAMS
437
Lombard Odier Asset Management (Switzerland)
Switzerland
$278K
PPCM
438
Pillar Pacific Capital Management
California
$277K -$116K -1,100 -30%
NDSI
439
Newman Dignan & Sheerar Inc
Rhode Island
$275K
RGC
440
Roberts, Glore & Co
Illinois
$274K
ECM
441
ETrade Capital Management
Virginia
$268K +$56.5K +534 +28%
TIM
442
Thompson Investment Management
Wisconsin
$262K
KIA
443
KCM Investment Advisors
California
$256K +$248K +2,341 New
OIA
444
Optimum Investment Advisors
Illinois
$251K
Stifel Financial
445
Stifel Financial
Missouri
$250K -$150K -1,420 -38%
SW
446
SVB Wealth
Massachusetts
$242K +$26.9K +254 +13%
DWA
447
Douglass Winthrop Advisors
New York
$240K
FHA
448
First Horizon Advisors
Tennessee
$240K
RC
449
RegentAtlantic Capital
New Jersey
$234K
PAG
450
Private Advisor Group
New Jersey
$225K +$221K +2,085 New

AON Hedge Fund Activity: Q2 2016 in Review

533 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2016, worth a combined $24.7B — up 5% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AON positions and 27 closed out — a net gain of 41 holders — while 177 added to existing stakes and 193 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $410M. The largest seller was Norges Bank, cutting an estimated $261M.

  • 533 institutional investors held Aon (AON) as of Q2 2016, up from 502 in Q1 2016.
  • Funds reported $24.7B of Aon stock for Q2 2016, up 5% quarter-over-quarter.
  • 68 funds opened new Aon positions in Q2 2016 and 27 closed out, a net change of +41 holders.
  • The largest Aon buyer in Q2 2016 was Massachusetts Financial Services, an estimated $410M added.
  • The largest Aon seller in Q2 2016 was Norges Bank, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2016.