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Aon
AON

580 hedge funds and large institutions have $25.4B invested in Aon in 2016 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 178 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 38

114% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $11.8M

11% more funds holding

Funds holding: 523 → 580 (+57)

2.38% more ownership

Funds ownership: 84.25% → 86.63% (+2.4%)

2% more capital invested

Capital invested by funds: $24.9B → $25.4B (+$517M)

13% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 205

17% less funds holding in top 10

Funds holding in top 10: 30 → 25 (-5)

Holders
580
Holders Change
+57
Holders Change %
+10.9%
% of All Funds
14.5%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.63%
New
106
Increased
178
Reduced
205
Closed
38
Calls
$25.4M
Puts
$11.8M
Net Calls
+$13.5M
Net Calls Change
+$2.38M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$303M
2
Legal & General Group
Legal & General Group
United Kingdom
+$137M
3
State Street
State Street
Massachusetts
+$117M
4
CGT
Capital Guardian Trust
California
+$100M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$78.7M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$238M
2
Lazard Asset Management
Lazard Asset Management
New York
-$218M
3
Ameriprise
Ameriprise
Minnesota
-$115M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$76.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$67.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIC
426
Lodestar Investment Counsel
Illinois
$427K – – –
EFS
427
Essex Financial Services
Connecticut
$422K +$11.1K +100 +3%
FMT
428
First Mercantile Trust
Tennessee
$422K +$422K +3,787 New
BCP
429
Blue Chip Partners
Michigan
$418K – – –
WIA
430
Westbourne Investment Advisors
Maryland
$412K -$11.1K -100 -3%
CAN
431
Cetera Advisor Networks
California
$412K +$33K +296 +9%
CA
432
Commerzbank Aktiengesellschaft
Germany
$408K +$407K +3,656 New
TCOV
433
Trust Company of Vermont
Vermont
$407K – – –
SCA
434
Salient Capital Advisors
Texas
$402K – – –
CT
435
Chicago Trust
Illinois
$401K – – –
FCI
436
Financial Counselors Inc
Kansas
$400K +$399K +3,584 New
VKH
437
Virtu KCG Holdings
New York
$394K -$409K -3,669 -51%
LWAC
438
Laurel Wealth Advisors (California)
California
$393K -$223 -2 -0.1%
AP
439
Advisor Partners
California
$391K +$18.7K +168 +5%
FAB
440
First American Bank
Illinois
$390K – – –
CT
441
Coastline Trust
Rhode Island
$388K – – –
NI
442
Numeric Investors
Massachusetts
$379K +$66.9K +600 +21%
IAM
443
Iridian Asset Management
Connecticut
$379K +$379K +3,400 New
MWM
444
Mission Wealth Management
California
$376K +$26.2K +235 +8%
Simplex Trading
445
Simplex Trading
Illinois
$371K -$752K -6,751 -67%
MHIC
446
Marble Harbor Investment Counsel
Massachusetts
$366K – – –
HC
447
Henshaw Capital
Massachusetts
$365K – – –
HBT
448
Hills Bank & Trust
Iowa
$365K – – –
QI
449
QS Investors
New York
$365K – – –
SAM
450
Symphony Asset Management
California
$362K +$3.23K +29 +0.9%
16 17
18
19 20

AON Hedge Fund Activity: Q4 2016 in Review

580 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2016, worth a combined $25.4B — up 2.1% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AON positions and 38 closed out — a net gain of 68 holders — while 178 added to existing stakes and 205 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $303M. The largest seller was Boston Partners, cutting an estimated $238M.

  • 580 institutional investors held Aon (AON) as of Q4 2016, up from 523 in Q3 2016.
  • Funds reported $25.4B of Aon stock for Q4 2016, up 2.1% quarter-over-quarter.
  • 106 funds opened new Aon positions in Q4 2016 and 38 closed out, a net change of +68 holders.
  • The largest Aon buyer in Q4 2016 was Capital International Investors, an estimated $303M added.
  • The largest Aon seller in Q4 2016 was Boston Partners, an estimated $238M sold.

Based on aggregated 13F filings for Q4 2016.