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698 hedge funds and large institutions have $35.1B invested in Aon in 2019 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 251 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $29.7B → $35.1B (+$5.45B)

16% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 73

1% more funds holding

Funds holding: 688698 (+10)

5% more call options, than puts

Call options by funds: $56M | Put options by funds: $53.5M

0.77% more ownership

Funds ownership: 85.01%85.78% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 251

Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
15.11%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.63%
New
85
Increased
243
Reduced
251
Closed
73
Calls
$56M
Puts
$53.5M
Net Calls
+$2.45M
Net Calls Change
-$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
426
Logan Capital Management
Pennsylvania
$626K +$85.1K +525 +17%
MAFM
427
Mid Atlantic Financial Management
Pennsylvania
$617K +$586K +3,614 New
VAS
428
Vestmark Advisory Solutions
Massachusetts
$614K +$583K +3,596 New
Victory Capital Management
429
Victory Capital Management
Texas
$600K -$10.1K -62 -2%
WPW
430
Waldron Private Wealth
Pennsylvania
$599K +$60.5K +373 +12%
FAB
431
First American Bank
Illinois
$597K
MWM
432
Mission Wealth Management
California
$587K +$811 +5 +0.1%
RE
433
RBC Europe
United Kingdom
$586K -$15.4K -95 -3%
TI
434
Trexquant Investment
Connecticut
$585K -$3.72M -22,952 -87%
Mariner
435
Mariner
Kansas
$585K +$106K +656 +24%
ALAM
436
Asahi Life Asset Management
Japan
$584K +$555K +3,420 New
LWAC
437
Laurel Wealth Advisors (California)
California
$583K -$3.73K -23 -0.7%
VIA
438
Vident Investment Advisory
Georgia
$578K -$23.2K -143 -4%
VNB
439
Virginia National Bank
Virginia
$576K
PMFA
440
Plante Moran Financial Advisors
Michigan
$573K
Balyasny Asset Management
441
Balyasny Asset Management
Illinois
$567K +$539K +3,324 New
HBT
442
Hills Bank & Trust
Iowa
$559K -$14.6K -90 -3%
EFS
443
Essex Financial Services
Connecticut
$559K
MHIC
444
Marble Harbor Investment Counsel
Massachusetts
$557K
MERSOM
445
Municipal Employees' Retirement System of Michigan
Michigan
$556K -$537K -3,310 -50%
RA
446
Rational Advisors
New York
$544K +$409K +2,525 +382%
SPIA
447
Steward Partners Investment Advisory
New York
$543K -$61.3K -378 -11%
SSWM
448
Sheets Smith Wealth Management
North Carolina
$535K -$1.14K -7 -0.2%
Federated Hermes
449
Federated Hermes
Pennsylvania
$520K -$176K -1,085 -26%
CCP
450
Corient Capital Partners
California
$519K +$153K +945 +45%

AON Hedge Fund Activity: Q1 2019 in Review

698 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2019, worth a combined $35.1B — up 18% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AON positions and 73 closed out — a net gain of 12 holders — while 243 added to existing stakes and 251 trimmed.

The largest buyer was Capital International Investors, adding an estimated $301M. The largest seller was Artisan Partners, cutting an estimated $430M.

  • 698 institutional investors held Aon (AON) as of Q1 2019, up from 688 in Q4 2018.
  • Funds reported $35.1B of Aon stock for Q1 2019, up 18% quarter-over-quarter.
  • 85 funds opened new Aon positions in Q1 2019 and 73 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q1 2019 was Capital International Investors, an estimated $301M added.
  • The largest Aon seller in Q1 2019 was Artisan Partners, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2019.