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633 hedge funds and large institutions have $29.5B invested in Aon in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 175 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $29.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

7% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 70

3% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$747M)

0% less funds holding

Funds holding: 636633 (-3)

0.7% less ownership

Funds ownership: 86.19%85.49% (-0.7%)

33% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 263

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
14.51%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
75
Increased
175
Reduced
263
Closed
70
Calls
$55.8M
Puts
$29.1M
Net Calls
+$26.7M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
426
Essex Financial Services
Connecticut
$465K
MHIC
427
Marble Harbor Investment Counsel
Massachusetts
$458K
TG
428
TLP Group
Illinois
$458K +$323K +2,303 +239%
CANY
429
Caxton Associates (New York)
New York
$448K -$1.07M -7,625 -70%
MME
430
Meag Munich Ergo
Germany
$444K +$448K +3,200 New
MWM
431
Mission Wealth Management
California
$440K
TCOV
432
Trust Company of Vermont
Vermont
$435K -$28K -200 -6%
NSIM
433
North Star Investment Management
Illinois
$430K
SWP
434
Stratos Wealth Partners
Ohio
$426K -$7K -50 -2%
DSC
435
Duncker Streett & Co
Missouri
$426K
WPW
436
Waldron Private Wealth
Pennsylvania
$426K
DADC
437
D.A. Davidson & Co
Montana
$423K +$4.06K +29 +1%
NFG
438
Nations Financial Group
Iowa
$421K
AIM
439
Assured Investment Management
New York
$420K +$420K +2,996 New
SPIA
440
Steward Partners Investment Advisory
New York
$416K +$415K +2,966 New
QI
441
QS Investors
New York
$415K
CC
442
Cannell & Co
New York
$410K -$31.5K -225 -7%
LCM
443
Logan Capital Management
Pennsylvania
$409K
IAM
444
Impax Asset Management
New Hampshire
$404K +$56.7K +405 +16%
WIA
445
Westbourne Investment Advisors
Maryland
$394K
QC
446
QCM Cayman
Texas
$392K +$391K +2,793 New
CT
447
Coastline Trust
Rhode Island
$385K
Qube Research & Technologies (QRT)
448
Qube Research & Technologies (QRT)
United Kingdom
$379K +$378K +2,702 New
Janney Montgomery Scott
449
Janney Montgomery Scott
Pennsylvania
$378K -$204K -1,460 -35%
LOAME
450
Lombard Odier Asset Management (Europe)
United Kingdom
$374K -$28.3K -202 -7%

AON Hedge Fund Activity: Q1 2018 in Review

633 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2018, worth a combined $29.5B — up 2.6% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AON positions and 70 closed out — a net gain of 5 holders — while 175 added to existing stakes and 263 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $334M. The largest seller was APG Asset Management, cutting an estimated $185M.

  • 633 institutional investors held Aon (AON) as of Q1 2018, down from 636 in Q4 2017.
  • Funds reported $29.5B of Aon stock for Q1 2018, up 2.6% quarter-over-quarter.
  • 75 funds opened new Aon positions in Q1 2018 and 70 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q1 2018 was Massachusetts Financial Services, an estimated $334M added.
  • The largest Aon seller in Q1 2018 was APG Asset Management, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2018.