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711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Mission Wealth Management
California
$567K
LWAC
427
Laurel Wealth Advisors (California)
California
$564K
EI
428
Ethic Inc
New York
$564K +$98.9K +483 +16%
SS
429
Simplicity Solutions
Minnesota
$556K +$689K +3,367 New
CPA
430
Capital Planning Advisors
California
$551K +$11.3K +55 +2%
PAS
431
Park Avenue Securities
New York
$550K +$443K +2,166 +186%
RE
432
RBC Europe
United Kingdom
$541K
MHIC
433
Marble Harbor Investment Counsel
Massachusetts
$540K +$2.05K +10 +0.3%
HBT
434
Hills Bank & Trust
Iowa
$537K
Fiera Capital (Canada)
435
Fiera Capital (Canada)
Quebec, Canada
$533K +$36.4K +178 +6%
EFS
436
Essex Financial Services
Connecticut
$523K
HFAS
437
Hummer Financial Advisory Services
Illinois
$517K
KPW
438
Kore Private Wealth
New York
$515K +$8.6K +42 +1%
AL
439
Arnhold LLC
New York
$504K +$625K +3,054 New
HAG
440
HighPoint Advisor Group
Illinois
$503K -$13.7K -67 -2%
DSC
441
Duncker Streett & Co
Missouri
$501K
BCV
442
Banque Cantonale Vaudoise
Switzerland
$499K -$491K -2,400 -44%
O
443
Ossiam
France
$498K +$438K +2,139 +243%
KA
444
Kintegral Advisory
New York
$490K +$67.8K +331 +13%
NFG
445
Nations Financial Group
Iowa
$487K +$1.02K +5 +0.2%
QCG
446
Quadrant Capital Group
Ohio
$481K +$189K +921 +45%
PC
447
Plaisance Capital
Colorado
$479K +$594K +2,900 New
ML
448
McAdam LLC
Pennsylvania
$473K -$205 -1 -0%
FMWA
449
Forvis Mazars Wealth Advisors
Missouri
$473K +$587K +2,867 New
QI
450
QS Investors
New York
$472K -$30.9K -151 -5%

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.