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546 hedge funds and large institutions have $27.3B invested in Aon in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 236 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

7% more capital invested

Capital invested by funds: $25.4B → $27.3B (+$1.89B)

0.99% more ownership

Funds ownership: 86.63%87.61% (+0.99%)

6% less funds holding

Funds holding: 580546 (-34)

28% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 236

34% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $31.4M

Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
13.59%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.67%
New
44
Increased
171
Reduced
236
Closed
67
Calls
$16.5M
Puts
$31.4M
Net Calls
-$14.9M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
426
Saturna Capital
Washington
$346K
WIA
427
Westbourne Investment Advisors
Maryland
$341K -$95.2K -825 -22%
CPC
428
Cookson Peirce & Co
Pennsylvania
$332K -$28.8K -250 -8%
Fuller & Thaler Asset Management
429
Fuller & Thaler Asset Management
California
$332K
LCM
430
Logan Capital Management
Pennsylvania
$332K
MYLI
431
Meiji Yasuda Life Insurance
Japan
$320K -$623K -5,400 -67%
Squarepoint
432
Squarepoint
New York
$312K -$1.36M -11,752 -82%
CCM
433
Copeland Capital Management
Pennsylvania
$310K -$142K -1,233 -32%
TNBTD
434
Trustmark National Bank Trust Department
Mississippi
$308K
LOAMS
435
Lombard Odier Asset Management (Switzerland)
Switzerland
$302K +$294K +2,545 New
VKH
436
Virtu KCG Holdings
New York
$301K -$116K -1,001 -28%
PPCM
437
Pillar Pacific Capital Management
California
$301K
NI
438
Numeric Investors
Massachusetts
$297K -$104K -900 -26%
CBU
439
CIBC Bank USA
Illinois
$295K -$161K -1,398 -36%
MCM
440
MV Capital Management
Maryland
$293K -$9.23K -80 -3%
CCA
441
Catalyst Capital Advisors
New York
$291K +$283K +2,450 New
CAL
442
Capital Analysts LLC
Pennsylvania
$287K -$56.5K -490 -17%
TTWM
443
TCV Trust & Wealth Management
Virginia
$285K +$277K +2,400 New
SCM
444
Shelton Capital Management
Colorado
$280K
Stifel Financial
445
Stifel Financial
Missouri
$275K -$7.62K -66 -3%
AssetMark Inc
446
AssetMark Inc
California
$274K +$175K +1,514 +191%
YMRC
447
Yorktown Management & Research Company
Virginia
$273K
ACM
448
Advisors Capital Management
New Jersey
$271K -$5.19K -45 -2%
RFS
449
Rockefeller Financial Services
New York
$270K
CCA
450
Checchi Capital Advisers
California
$264K -$13.4K -116 -5%

AON Hedge Fund Activity: Q1 2017 in Review

546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2017, worth a combined $27.3B — up 7.4% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of AON and 44 opened new positions — a net loss of 23 holders — while 236 trimmed existing stakes and 171 added.

The largest buyer was BlackRock, adding an estimated $1.71B. The largest seller was Wellington Management Group, cutting an estimated $96M.

  • 546 institutional investors held Aon (AON) as of Q1 2017, down from 580 in Q4 2016.
  • Funds reported $27.3B of Aon stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q1 2017 and 67 closed out, a net change of -23 holders.
  • The largest Aon buyer in Q1 2017 was BlackRock, an estimated $1.71B added.
  • The largest Aon seller in Q1 2017 was Wellington Management Group, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2017.