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696 hedge funds and large institutions have $39.4B invested in Aon in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

12% more capital invested

Capital invested by funds: $35.1B → $39.4B (+$4.23B)

11% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 71

0% less funds holding

Funds holding: 698696 (-2)

0.92% less ownership

Funds ownership: 85.78%84.86% (-0.92%)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

39% less call options, than puts

Call options by funds: $52.8M | Put options by funds: $86M

Holders
696
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
15.12%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.8%
New
79
Increased
214
Reduced
271
Closed
71
Calls
$52.8M
Puts
$86M
Net Calls
-$33.2M
Net Calls Change
-$35.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
426
Essex Financial Services
Connecticut
$622K -$10.1K -56 -2%
MCM
427
MV Capital Management
Maryland
$612K +$64.3K +355 +13%
VIA
428
Vident Investment Advisory
Georgia
$602K -$48.4K -267 -8%
SSWM
429
Sheets Smith Wealth Management
North Carolina
$601K -$3.44K -19 -0.6%
Janney Montgomery Scott
430
Janney Montgomery Scott
Pennsylvania
$599K +$41.9K +231 +8%
CCP
431
Corient Capital Partners
California
$590K +$4.35K +24 +0.8%
FMT
432
First Mercantile Trust
Tennessee
$589K +$275K +1,517 +99%
NFG
433
Nations Financial Group
Iowa
$587K +$1.45K +8 +0.3%
DSC
434
Duncker Streett & Co
Missouri
$586K
SWP
435
Stratos Wealth Partners
Ohio
$582K -$1.99K -11 -0.4%
WPW
436
Waldron Private Wealth
Pennsylvania
$575K -$96.6K -533 -15%
Caisse de Depot et Placement du Quebec (CDPQ)
437
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$571K -$399K -2,200 -43%
KPW
438
Kore Private Wealth
New York
$571K -$1.45K -8 -0.3%
TP
439
Truvvo Partners
New York
$570K +$535K +2,953 New
RCA
440
Rowland Carmichael Advisors
Arizona
$563K -$8.34K -46 -2%
YWP
441
YorkBridge Wealth Partners
New York
$563K +$173K +952 +48%
CAPTRUST Financial Advisors
442
CAPTRUST Financial Advisors
North Carolina
$560K +$2.9K +16 +0.6%
Jane Street
443
Jane Street
New York
$555K -$797K -4,397 -60%
IP
444
Intellectus Partners
California
$554K -$18.5K -102 -3%
SP
445
Symmetry Partners
Connecticut
$554K +$107K +590 +26%
ML
446
McAdam LLC
Pennsylvania
$553K +$520K +2,868 New
WIA
447
Westbourne Investment Advisors
Maryland
$552K -$3.62K -20 -0.7%
AIA
448
Armor Investment Advisors
North Carolina
$551K
WMC
449
Westwood Management Corporation
Illinois
$550K +$516K +2,848 New
DWA
450
Douglass Winthrop Advisors
New York
$549K

AON Hedge Fund Activity: Q2 2019 in Review

696 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2019, worth a combined $39.4B — up 12% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AON positions and 71 closed out — a net gain of 8 holders — while 214 added to existing stakes and 271 trimmed.

The largest buyer was USS Investment Management, opening a new position worth an estimated $201M. The largest seller was Artisan Partners, cutting an estimated $114M.

  • 696 institutional investors held Aon (AON) as of Q2 2019, down from 698 in Q1 2019.
  • Funds reported $39.4B of Aon stock for Q2 2019, up 12% quarter-over-quarter.
  • 79 funds opened new Aon positions in Q2 2019 and 71 closed out, a net change of +8 holders.
  • The largest Aon buyer in Q2 2019 was USS Investment Management, an estimated $201M added.
  • The largest Aon seller in Q2 2019 was Artisan Partners, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.