We are live on ! Find out more

580 hedge funds and large institutions have $29.8B invested in Aon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 184 increasing their positions, 228 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 32

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

9% more capital invested

Capital invested by funds: $27.3B → $29.8B (+$2.47B)

6% more funds holding

Funds holding: 546580 (+34)

2.18% less ownership

Funds ownership: 87.61%85.44% (-2.2%)

19% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 228

38% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $21.6M

Holders
580
Holders Change
+34
Holders Change %
+6.23%
% of All Funds
14.46%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.85%
New
69
Increased
184
Reduced
228
Closed
32
Calls
$13.5M
Puts
$21.6M
Net Calls
-$8.14M
Net Calls Change
+$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
426
Marble Harbor Investment Counsel
Massachusetts
$436K
QI
427
QS Investors
New York
$436K +$632 +5 +0.2%
VKH
428
Virtu KCG Holdings
New York
$436K +$94.1K +744 +29%
HC
429
Henshaw Capital
Massachusetts
$435K
HBT
430
Hills Bank & Trust
Iowa
$435K
SWP
431
Stratos Wealth Partners
Ohio
$410K +$8.34K +66 +2%
NSIM
432
North Star Investment Management
Illinois
$407K
RIM
433
Rampart Investment Management
Connecticut
$406K +$294K +2,326 +320%
DSC
434
Duncker Streett & Co
Missouri
$404K
DWA
435
Douglass Winthrop Advisors
New York
$402K
NFG
436
Nations Financial Group
Iowa
$399K
MYLI
437
Meiji Yasuda Life Insurance
Japan
$399K +$37.9K +300 +11%
SI
438
SII Investments
Wisconsin
$395K
SC
439
Saturna Capital
Washington
$387K
PM
440
Parametrica Management
Hong Kong
$378K +$360K +2,845 New
WIA
441
Westbourne Investment Advisors
Maryland
$373K -$8.22K -65 -2%
Fuller & Thaler Asset Management
442
Fuller & Thaler Asset Management
California
$372K
LCM
443
Logan Capital Management
Pennsylvania
$372K
ZCA
444
Zeke Capital Advisors
Pennsylvania
$362K +$86.4K +683 +33%
CPC
445
Cookson Peirce & Co
Pennsylvania
$352K -$19K -150 -5%
PAS
446
Park Avenue Securities
New York
$350K +$334K +2,645 New
HHC
447
Hutchin Hill Capital
New York
$346K -$1.18M -9,300 -78%
TNBTD
448
Trustmark National Bank Trust Department
Mississippi
$345K
MCM
449
MV Capital Management
Maryland
$344K +$15.3K +121 +5%
WPW
450
Waldron Private Wealth
Pennsylvania
$338K -$162K -1,279 -33%

AON Hedge Fund Activity: Q2 2017 in Review

580 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2017, worth a combined $29.8B — up 9% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AON positions and 32 closed out — a net gain of 37 holders — while 184 added to existing stakes and 228 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $369M. The largest seller was Harris Associates, cutting an estimated $240M.

  • 580 institutional investors held Aon (AON) as of Q2 2017, up from 546 in Q1 2017.
  • Funds reported $29.8B of Aon stock for Q2 2017, up 9% quarter-over-quarter.
  • 69 funds opened new Aon positions in Q2 2017 and 32 closed out, a net change of +37 holders.
  • The largest Aon buyer in Q2 2017 was Janus Henderson Group, an estimated $369M added.
  • The largest Aon seller in Q2 2017 was Harris Associates, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2017.