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Aon
AON

803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751 → 803 (+52)

2.73% more ownership

Funds ownership: 92.49% → 95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 36 → 36 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$869M
2
IFP
Independent Franchise Partners
United Kingdom
+$537M
3
BWA
Brave Warrior Advisors
New York
+$264M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$246M
5
MG
Meritage Group
California
+$169M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$312M
2
Citadel Advisors
Citadel Advisors
Florida
-$278M
3
DZ Bank
DZ Bank
Germany
-$264M
4
State Street
State Street
Massachusetts
-$257M
5
N
Nuveen
North Carolina
-$218M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
426
Douglass Winthrop Advisors
New York
$1.18M -$99.9K -500 -8%
CAPTRUST Financial Advisors
427
CAPTRUST Financial Advisors
North Carolina
$1.17M +$385K +1,929 +52%
PAM
428
Paradigm Asset Management
New York
$1.15M +$40.9K +205 +4%
AHC
429
Anderson Hoagland & Co
Missouri
$1.14M -$4.59K -23 -0.4%
Rockefeller Capital Management
430
Rockefeller Capital Management
New York
$1.14M +$15K +75 +1%
VIA
431
Vident Investment Advisory
Georgia
$1.13M -$717K -3,592 -40%
Brown Advisory
432
Brown Advisory
Maryland
$1.13M +$37.3K +187 +4%
PFBT
433
Parkside Financial Bank & Trust
Missouri
$1.11M +$2K +10 +0.2%
Cambridge Investment Research Advisors
434
Cambridge Investment Research Advisors
Iowa
$1.08M +$211K +1,057 +25%
BCV
435
Banque Cantonale Vaudoise
Switzerland
$1.08M -$142K -710 -12%
SP
436
Symmetry Partners
Connecticut
$1.06M +$690K +3,454 +205%
IG
437
ING Group
Netherlands
$1.06M +$1.02M +5,127 New
AIC
438
Aurora Investment Counsel
Georgia
$1.05M -$21K -105 -2%
AIP
439
Ameritas Investment Partners
Nebraska
$1.05M +$115K +577 +13%
EFSCE
440
Enterprise Financial Services Corp (EFSC)
Missouri
$1.04M -$1.2K -6 -0.1%
CK
441
Cohen Klingenstein
New York
$1.03M – – –
TC
442
Toews Corporation
New Jersey
$1.03M +$999K +5,000 New
TRCT
443
Tower Research Capital (TRC)
New York
$1.03M +$141K +704 +16%
Creative Planning
444
Creative Planning
Kansas
$1.02M +$222K +1,112 +29%
NB
445
Nicolet Bankshares
Wisconsin
$1.01M – – –
PG
446
Pendal Group
Australia
$994K -$477K -2,391 -33%
CAN
447
Cetera Advisor Networks
California
$991K +$30.4K +152 +3%
OFG
448
Oxford Financial Group
Indiana
$981K – – –
NAS
449
Nicolet Advisory Services
Wisconsin
$980K -$512K -2,564 -35%
AG
450
AlphaSimPlex Group
Massachusetts
$980K +$283K +1,415 +42%
16 17
18
19 20

AON Hedge Fund Activity: Q3 2020 in Review

803 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2020, worth a combined $45.5B — up 11% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AON positions and 65 closed out — a net gain of 55 holders — while 290 added to existing stakes and 258 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $869M. The largest seller was Goldman Sachs, cutting an estimated $312M.

  • 803 institutional investors held Aon (AON) as of Q3 2020, up from 751 in Q2 2020.
  • Funds reported $45.5B of Aon stock for Q3 2020, up 11% quarter-over-quarter.
  • 120 funds opened new Aon positions in Q3 2020 and 65 closed out, a net change of +55 holders.
  • The largest Aon buyer in Q3 2020 was WCM Investment Management, an estimated $869M added.
  • The largest Aon seller in Q3 2020 was Goldman Sachs, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2020.