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585 hedge funds and large institutions have $32.3B invested in Aon in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 45

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

9% more capital invested

Capital invested by funds: $29.8B → $32.3B (+$2.57B)

7% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $19.5M

1% more funds holding

Funds holding: 580585 (+5)

0.98% less ownership

Funds ownership: 85.44%84.46% (-0.98%)

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 227

Holders
585
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
14.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.92%
New
57
Increased
186
Reduced
227
Closed
45
Calls
$20.8M
Puts
$19.5M
Net Calls
+$1.31M
Net Calls Change
+$9.45M
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
426
First Mercantile Trust
Tennessee
$457K -$39.2K -281 -8%
SWP
427
Stratos Wealth Partners
Ohio
$451K +$279 +2 +0.1%
AG
428
Advisor Group
Arizona
$448K -$128K -915 -23%
NSIM
429
North Star Investment Management
Illinois
$448K
Stifel Financial
430
Stifel Financial
Missouri
$448K +$78.4K +562 +22%
DSC
431
Duncker Streett & Co
Missouri
$444K
NFG
432
Nations Financial Group
Iowa
$438K
WPW
433
Waldron Private Wealth
Pennsylvania
$438K +$63.5K +455 +18%
SI
434
SII Investments
Wisconsin
$436K
HCMT
435
Highland Capital Management (Tennessee)
Tennessee
$436K +$416K +2,984 New
CG
436
Cutler Group
California
$427K +$395K +2,828 +2,828%
LCM
437
Logan Capital Management
Pennsylvania
$426K +$16.7K +120 +4%
SC
438
Saturna Capital
Washington
$425K
NIT
439
NumerixS Investment Technologies
British Columbia, Canada
$424K +$391K +2,800 +2,800%
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$420K -$95K -681 -19%
WIA
441
Westbourne Investment Advisors
Maryland
$410K
DTL
442
Dynamic Technology Lab
Singapore
$407K +$388K +2,780 New
CT
443
Coastline Trust
Rhode Island
$400K -$94.2K -675 -20%
KTC
444
Kistler-Tiffany Companies
Pennsylvania
$393K +$375K +2,687 New
OMC
445
Overbrook Management Corp
New York
$389K -$166K -1,190 -31%
VIA
446
Vident Investment Advisory
Georgia
$389K +$372K +2,664 New
DADC
447
D.A. Davidson & Co
Montana
$387K -$286K -2,051 -44%
CPC
448
Cookson Peirce & Co
Pennsylvania
$386K
TNBTD
449
Trustmark National Bank Trust Department
Mississippi
$376K -$2.79K -20 -0.8%
IA
450
IFP Advisors
Florida
$373K -$116K -834 -25%

AON Hedge Fund Activity: Q3 2017 in Review

585 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2017, worth a combined $32.3B — up 8.6% from $29.8B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AON positions and 45 closed out — a net gain of 12 holders — while 186 added to existing stakes and 227 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $92.4M. The largest seller was Harris Associates, cutting an estimated $131M.

  • 585 institutional investors held Aon (AON) as of Q3 2017, up from 580 in Q2 2017.
  • Funds reported $32.3B of Aon stock for Q3 2017, up 8.6% quarter-over-quarter.
  • 57 funds opened new Aon positions in Q3 2017 and 45 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q3 2017 was Wellington Management Group, an estimated $92.4M added.
  • The largest Aon seller in Q3 2017 was Harris Associates, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.