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632 hedge funds and large institutions have $28.2B invested in Aon in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 188 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $135M | Put options by funds: $26.3M

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% less funds holding

Funds holding: 633632 (-1)

5% less capital invested

Capital invested by funds: $29.5B → $28.2B (-$1.34B)

1.38% less ownership

Funds ownership: 85.49%84.11% (-1.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

25% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 250

Holders
632
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14.47%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
61
Increased
188
Reduced
250
Closed
56
Calls
$135M
Puts
$26.3M
Net Calls
+$109M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
426
Advisor Group
Arizona
$456K -$11.6K -82 -2%
EFS
427
Essex Financial Services
Connecticut
$454K
TCOV
428
Trust Company of Vermont
Vermont
$454K +$29.6K +210 +7%
DADC
429
D.A. Davidson & Co
Montana
$454K +$41.4K +294 +10%
MHIC
430
Marble Harbor Investment Counsel
Massachusetts
$448K
MME
431
Meag Munich Ergo
Germany
$439K
LCM
432
Logan Capital Management
Pennsylvania
$431K +$31.4K +223 +8%
IP
433
Intellectus Partners
California
$421K -$77.3K -549 -15%
NSIM
434
North Star Investment Management
Illinois
$420K
DSC
435
Duncker Streett & Co
Missouri
$417K
NFG
436
Nations Financial Group
Iowa
$413K +$1.27K +9 +0.3%
FA
437
FDx Advisors
Illinois
$411K -$329K -2,333 -44%
WPW
438
Waldron Private Wealth
Pennsylvania
$411K -$6.34K -45 -1%
IAM
439
Impax Asset Management
New Hampshire
$408K +$13.7K +97 +3%
Susquehanna International Group
440
Susquehanna International Group
Pennsylvania
$405K -$107K -759 -20%
QI
441
QS Investors
New York
$405K
CC
442
Cannell & Co
New York
$401K
CAMG
443
CWA Asset Management Group
Florida
$386K -$145K -1,026 -27%
WIA
444
Westbourne Investment Advisors
Maryland
$385K
CT
445
Coastline Trust
Rhode Island
$376K
KIM
446
Karpus Investment Management
New York
$374K +$370K +2,626 New
PCM
447
Prelude Capital Management
New York
$370K -$1.27M -9,036 -77%
TC
448
Toews Corporation
New Jersey
$370K -$535K -3,800 -58%
HS
449
HighVista Strategies
Massachusetts
$370K +$380K +2,700 New
LOAME
450
Lombard Odier Asset Management (Europe)
United Kingdom
$365K

AON Hedge Fund Activity: Q2 2018 in Review

632 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2018, worth a combined $28.2B — down 4.6% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AON positions and 56 closed out — a net gain of 5 holders — while 188 added to existing stakes and 250 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $202M. The largest seller was Principal Financial Group, cutting an estimated $335M.

  • 632 institutional investors held Aon (AON) as of Q2 2018, down from 633 in Q1 2018.
  • Funds reported $28.2B of Aon stock for Q2 2018, down 4.6% quarter-over-quarter.
  • 61 funds opened new Aon positions in Q2 2018 and 56 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q2 2018 was Massachusetts Financial Services, an estimated $202M added.
  • The largest Aon seller in Q2 2018 was Principal Financial Group, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2018.