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752 hedge funds and large institutions have $41.1B invested in Aon in 2020 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 250 increasing their positions, 230 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 104

26% more capital invested

Capital invested by funds: $32.5B → $41.1B (+$8.6B)

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

7.91% more ownership

Funds ownership: 84.58%92.49% (+7.9%)

6% more funds holding

Funds holding: 712752 (+40)

9% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 230

8% more call options, than puts

Call options by funds: $137M | Put options by funds: $127M

Holders
752
Holders Change
+40
Holders Change %
+5.62%
% of All Funds
15.42%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.74%
New
151
Increased
250
Reduced
230
Closed
104
Calls
$137M
Puts
$127M
Net Calls
+$9.83M
Net Calls Change
-$48.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
426
Bartlett & Co Wealth Management
Ohio
$852K +$140K +750 +20%
BC
427
Bartlett & Co
Ohio
$852K +$140K +750 +20%
Cerity Partners
428
Cerity Partners
New York
$844K +$11K +59 +1%
TRCT
429
Tower Research Capital (TRC)
New York
$824K -$942K -5,054 -54%
CAM
430
Cubic Asset Management
Massachusetts
$823K -$130K -695 -14%
VAS
431
Vestmark Advisory Solutions
Massachusetts
$815K +$55.2K +296 +8%
Cambridge Investment Research Advisors
432
Cambridge Investment Research Advisors
Iowa
$809K -$285K -1,527 -27%
TCM
433
Teza Capital Management
Illinois
$802K +$776K +4,165 New
PAS
434
Park Avenue Securities
New York
$799K +$153K +819 +25%
RC
435
RBF Capital
California
$790K
EIP
436
Ellis Investment Partners
Pennsylvania
$788K +$769K +4,127 New
LP
437
LMR Partners
United Kingdom
$786K +$761K +4,083 New
PWA
438
Providence Wealth Advisors
Illinois
$785K
NP
439
NorthRock Partners
Minnesota
$784K +$759K +4,071 New
LFAS
440
Level Four Advisory Services
Texas
$781K +$756K +4,058 New
BSB
441
Bangor Savings Bank
Maine
$771K
CCP
442
Corient Capital Partners
California
$769K -$18.4K -99 -2%
Creative Planning
443
Creative Planning
Kansas
$743K -$45.3K -243 -6%
SS
444
Simplicity Solutions
Minnesota
$733K +$81.6K +438 +13%
BCP
445
Blue Chip Partners
Michigan
$728K +$1.68K +9 +0.2%
NIT
446
NumerixS Investment Technologies
British Columbia, Canada
$724K +$373K +1,999 +114%
TP
447
Truvvo Partners
New York
$721K +$242K +1,296 +53%
QI
448
QS Investors
New York
$718K +$162K +872 +31%
Mercer Global Advisors
449
Mercer Global Advisors
Colorado
$717K +$694K +3,722 New
CAPTRUST Financial Advisors
450
CAPTRUST Financial Advisors
North Carolina
$713K -$25.3K -136 -4%

AON Hedge Fund Activity: Q2 2020 in Review

752 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2020, worth a combined $41.1B — up 26% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new AON positions and 104 closed out — a net gain of 47 holders — while 250 added to existing stakes and 230 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $853M. The largest seller was Lazard Asset Management, cutting an estimated $404M.

  • 752 institutional investors held Aon (AON) as of Q2 2020, up from 712 in Q1 2020.
  • Funds reported $41.1B of Aon stock for Q2 2020, up 26% quarter-over-quarter.
  • 151 funds opened new Aon positions in Q2 2020 and 104 closed out, a net change of +47 holders.
  • The largest Aon buyer in Q2 2020 was Artisan Partners, an estimated $853M added.
  • The largest Aon seller in Q2 2020 was Lazard Asset Management, an estimated $404M sold.

Based on aggregated 13F filings for Q2 2020.