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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
426
QS Investors
New York
$455K
IP
427
Intellectus Partners
California
$452K -$19K -130 -4%
CC
428
Cannell & Co
New York
$450K
CPIG
429
Chicago Partners Investment Group
Illinois
$445K +$210K +1,434 +100%
DCM
430
Dupont Capital Management
Delaware
$438K +$416K +2,846 New
WIA
431
Westbourne Investment Advisors
Maryland
$431K
MYIA
432
Mount Yale Investment Advisors
Colorado
$428K +$340K +2,323 +767%
TRCT
433
Tower Research Capital (TRC)
New York
$420K -$859K -5,875 -68%
FA
434
FDx Advisors
Illinois
$418K -$40.5K -277 -9%
LOAME
435
Lombard Odier Asset Management (Europe)
United Kingdom
$410K
CT
436
Coastline Trust
Rhode Island
$409K -$11.7K -80 -3%
KIM
437
Karpus Investment Management
New York
$404K
PPCM
438
Pillar Pacific Capital Management
California
$403K
CC
439
Chicago Capital
Illinois
$400K -$1.02M -7,000 -73%
FT
440
Fiduciary Trust
Massachusetts
$394K +$375K +2,563 New
NDSI
441
Newman Dignan & Sheerar Inc
Rhode Island
$391K
CAM
442
Cozad Asset Management
Illinois
$389K
NSIM
443
North Star Investment Management
Illinois
$387K -$80.4K -550 -18%
HA
444
Harbor Advisors
Florida
$384K
JT
445
Jump Trading
Illinois
$380K +$361K +2,469 New
RIM
446
Rampart Investment Management
Connecticut
$379K +$206K +1,407 +7%
Envestnet Asset Management
447
Envestnet Asset Management
Illinois
$370K -$2.97M -20,315 -89%
TTWM
448
TCV Trust & Wealth Management
Virginia
$369K
TB
449
Terril Brothers
Missouri
$361K
LWS
450
Lucia Wealth Services
California
$360K -$42.1K -288 -11%

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.