We are live on ! Find out more

501 hedge funds and large institutions have $24.1B invested in Aon in 2015 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 51

4% more capital invested

Capital invested by funds: $23.3B → $24.1B (+$843M)

1% more funds holding

Funds holding: 498501 (+3)

0.4% less ownership

Funds ownership: 86.63%86.23% (-0.4%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

51% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $59.8M

Holders
501
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
13.5%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
60
Increased
161
Reduced
186
Closed
51
Calls
$29.3M
Puts
$59.8M
Net Calls
-$30.5M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
451
WhitTier Trust Company
Nevada
$59K
TF
452
Tompkins Financial
New York
$58K
FANJ
453
Financial Architects (New Jersey)
New Jersey
$51K -$3.6K -36 -7%
WIC
454
Woodmont Investment Counsel
Tennessee
$50K +$50K +500 New
KCPG
455
Kavar Capital Partners Group
Kansas
$42K +$42.5K +425 New
EWM
456
Evercore Wealth Management
New York
$39K
JFGIW
457
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K -$24K -240 -43%
HIM
458
Hillsdale Investment Management
Ontario, Canada
$30K -$50K -500 -63%
VIA
459
Vident Investment Advisory
Georgia
$30K +$30K +300 New
NSIM
460
North Star Investment Management
Illinois
$29K +$22.5K +225 +346%
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$28K
GAM
462
Gemmer Asset Management
California
$27K
OC
463
Oakworth Capital
Alabama
$23K
EWM
464
Endurance Wealth Management
Rhode Island
$23K +$22.6K +226 New
HR
465
Howe & Rusling
New York
$22K +$17.5K +175 +427%
AWM
466
AllSquare Wealth Management
New York
$21K
TWA
467
TCI Wealth Advisors
Arizona
$19K
WEC
468
Winslow Evans & Crocker
Massachusetts
$18.3K +$17.2K +172 +1,229%
CTC
469
Central Trust Company
Missouri
$16K -$36.5K -365 -69%
ST
470
Smithfield Trust
Pennsylvania
$16K
CHP
471
Cable Hill Partners
Oregon
$15K
GWM
472
Gupta Wealth Management
California
$14K +$6.91K +69 +93%
EFSCE
473
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$10.4K -104 -45%
CFG
474
CKW Financial Group
Hawaii
$13K
WA
475
Waverly Advisors
Alabama
$13K +$13K +130 New

AON Hedge Fund Activity: Q2 2015 in Review

501 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2015, worth a combined $24.1B — up 3.6% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AON positions and 51 closed out — a net gain of 9 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $362M. The largest seller was JP Morgan Chase, cutting an estimated $473M.

  • 501 institutional investors held Aon (AON) as of Q2 2015, up from 498 in Q1 2015.
  • Funds reported $24.1B of Aon stock for Q2 2015, up 3.6% quarter-over-quarter.
  • 60 funds opened new Aon positions in Q2 2015 and 51 closed out, a net change of +9 holders.
  • The largest Aon buyer in Q2 2015 was Lazard Asset Management, an estimated $362M added.
  • The largest Aon seller in Q2 2015 was JP Morgan Chase, an estimated $473M sold.

Based on aggregated 13F filings for Q2 2015.