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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
426
Larson Financial Group
Missouri
$1.83M +$21.4K +66 +1%
RBC
427
Romano Brothers & Co
Illinois
$1.82M
WG
428
Welch Group
Alabama
$1.82M -$56.5K -174 -3%
BF
429
BOK Financial
Oklahoma
$1.8M -$227K -699 -12%
QCM
430
Quantinno Capital Management
New York
$1.79M +$187K +576 +13%
WF
431
WoodTrust Financial
Wisconsin
$1.77M
V
432
Veritable
Delaware
$1.76M -$424K -1,305 -20%
Impax Asset Management Group
433
Impax Asset Management Group
United Kingdom
$1.75M +$9.74K +30 +0.6%
CK
434
Cohen Klingenstein
New York
$1.73M
LNWWM
435
Laird Norton Wetherby Wealth Management
California
$1.73M -$88.3K -272 -5%
OFG
436
Oxford Financial Group
Indiana
$1.73M +$41.2K +127 +3%
LCM
437
Logan Capital Management
Pennsylvania
$1.72M +$7.14K +22 +0.4%
ECM
438
Everence Capital Management
Indiana
$1.71M
AM
439
AGF Management
Ontario, Canada
$1.7M -$82.8K -255 -5%
CNBT
440
Canandaigua National Bank & Trust
New York
$1.69M -$42.5K -131 -3%
NB
441
Nicolet Bankshares
Wisconsin
$1.68M
IGAM
442
iA Global Asset Management
Quebec, Canada
$1.67M +$1.57M +4,834 New
GCMG
443
Gyroscope Capital Management Group
Florida
$1.67M +$325K +1,000 +26%
JIM
444
Jensen Investment Management
Oregon
$1.66M +$234K +720 +18%
GBA
445
Garrison Bradford & Associates
New York
$1.66M
AI
446
Atria Investments
North Carolina
$1.66M -$858K -2,642 -36%
EFSCE
447
Enterprise Financial Services Corp (EFSC)
Missouri
$1.63M +$325 +1 +0%
EWA
448
Exencial Wealth Advisors
Oklahoma
$1.62M -$468K -1,440 -24%
PFBT
449
Parkside Financial Bank & Trust
Missouri
$1.59M +$4.55K +14 +0.3%
AssetMark Inc
450
AssetMark Inc
California
$1.58M +$133K +409 +10%

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.