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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Impax Asset Management Group
426
Impax Asset Management Group
United Kingdom
$1.72M +$108K +492 +7%
FFG
427
Fortem Financial Group
California
$1.69M +$1.08M +4,917 +203%
IMRF
428
Illinois Municipal Retirement Fund
Illinois
$1.68M
Creative Planning
429
Creative Planning
Kansas
$1.67M +$428K +1,945 +37%
PFA
430
Pure Financial Advisors
California
$1.66M
MWM
431
Madison Wealth Management
Ohio
$1.65M -$2.2K -10 -0.1%
AC
432
Athanor Capital
New York
$1.62M -$3.52M -16,003 -69%
CNC
433
Canandaigua National Corp
New York
$1.61M +$40.9K +186 +3%
NB
434
Norinchukin Bank
Japan
$1.6M +$50.6K +230 +3%
KeyBank National Association
435
KeyBank National Association
Ohio
$1.59M -$24.4K -111 -2%
SWM
436
Salvus Wealth Management
New Jersey
$1.57M +$90.3K +410 +7%
WAM
437
World Asset Management
Michigan
$1.56M -$91.6K -416 -6%
Cambridge Investment Research Advisors
438
Cambridge Investment Research Advisors
Iowa
$1.55M +$357K +1,620 +32%
V
439
Veritable
Delaware
$1.55M -$109K -497 -7%
GKFF
440
George Kaiser Family Foundation
Oklahoma
$1.52M +$1.45M +6,603 New
VIA
441
Vident Investment Advisory
Georgia
$1.51M +$542K +2,461 +60%
KRSITF
442
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.46M +$13.9K +63 +1%
RIM
443
Redpoint Investment Management
Australia
$1.46M
Brown Advisory
444
Brown Advisory
Maryland
$1.45M +$20K +91 +1%
Jennison Associates
445
Jennison Associates
New York
$1.44M +$1.38M +6,273 New
HC
446
Henshaw Capital
Massachusetts
$1.44M +$1.32K +6 +0.1%
AA
447
Ancora Advisors
Ohio
$1.42M
AFA
448
Abacus FCF Advisors
Florida
$1.41M +$416K +1,889 +44%
UHC
449
Union Heritage Capital
Michigan
$1.38M +$1.32M +6,000 New
SLI
450
Sumitomo Life Insurance
Japan
$1.38M -$61.9K -281 -4%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.