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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
426
BOK Financial
Oklahoma
$1.86M -$1.94M -6,283 -52%
Brown Advisory
427
Brown Advisory
Maryland
$1.86M -$715K -2,310 -28%
SWM
428
Salvus Wealth Management
New Jersey
$1.84M -$6.81K -22 -0.4%
MWM
429
Mission Wealth Management
California
$1.82M +$622K +2,008 +53%
SGI
430
Summit Global Investments
Utah
$1.79M +$1.76M +5,681 New
Voloridge Investment Management
431
Voloridge Investment Management
Florida
$1.79M -$6.91M -22,320 -80%
PAG
432
Private Advisor Group
New Jersey
$1.74M +$3.1K +10 +0.2%
HFG
433
Heron Financial Group
New York
$1.73M -$57.3K -185 -3%
LNC
434
Lincoln National Corp
Pennsylvania
$1.72M +$30.6K +99 +2%
SIA
435
Schechter Investment Advisors
Michigan
$1.72M +$254K +819 +18%
GF
436
Gabelli Funds
New York
$1.72M +$1.24M +4,020 +281%
WG
437
Welch Group
Alabama
$1.72M -$75.5K -244 -4%
RBC
438
Romano Brothers & Co
Illinois
$1.67M +$116K +375 +8%
LNWWM
439
Laird Norton Wetherby Wealth Management
California
$1.66M -$29.1K -94 -2%
LFG
440
Larson Financial Group
Missouri
$1.65M +$23.2K +75 +1%
FHB
441
First Hawaiian Bank
Hawaii
$1.63M +$377K +1,219 +31%
AM
442
AGF Management
Ontario, Canada
$1.63M +$395K +1,276 +33%
MMA
443
Miracle Mile Advisors
California
$1.63M -$509K -1,646 -24%
WF
444
WoodTrust Financial
Wisconsin
$1.62M
Impax Asset Management Group
445
Impax Asset Management Group
United Kingdom
$1.59M -$106K -341 -6%
CNBT
446
Canandaigua National Bank & Trust
New York
$1.59M +$1.56M +5,029 New
CK
447
Cohen Klingenstein
New York
$1.58M
LCM
448
Logan Capital Management
Pennsylvania
$1.56M
CSS
449
Cubist Systematic Strategies
Connecticut
$1.54M -$6.74M -21,762 -82%
OFG
450
Oxford Financial Group
Indiana
$1.54M -$2.17K -7 -0.1%

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.