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501 hedge funds and large institutions have $22.7B invested in Aon in 2015 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 175 increasing their positions, 187 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $11.7M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

7% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 41

0% more funds holding

Funds holding: 501501 (0)

6% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 187

1.46% less ownership

Funds ownership: 86.23%84.77% (-1.5%)

6% less capital invested

Capital invested by funds: $24.1B → $22.7B (-$1.42B)

Holders
501
Holders Change
Holders Change %
0%
% of All Funds
13.99%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.59%
New
44
Increased
175
Reduced
187
Closed
41
Calls
$15.7M
Puts
$11.7M
Net Calls
+$4.01M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
451
CenterStar Fund
Illinois
$58K
WTC
452
WhitTier Trust Company
Nevada
$52K
TF
453
Tompkins Financial
New York
$51K
GXMC
454
Global X Management Company
New York
$50K +$53.5K +553 +5,027%
Manulife (Manufacturers Life Insurance)
455
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.1K -$29.3M -302,885 -37%
WIC
456
Woodmont Investment Counsel
Tennessee
$44K
KCPG
457
Kavar Capital Partners Group
Kansas
$37K
WA
458
Waverly Advisors
Alabama
$36K +$26.9K +278 +214%
DADC
459
D.A. Davidson & Co
Montana
$33K +$35.7K +369 +1,757%
HR
460
Howe & Rusling
New York
$32K +$13.6K +140 +65%
EWM
461
Evercore Wealth Management
New York
$31K -$4.36K -45 -11%
TWA
462
TCI Wealth Advisors
Arizona
$30K +$13.5K +139 +72%
JFGIW
463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K +$1.16K +12 +4%
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$25K
GAM
465
Gemmer Asset Management
California
$24K
EWM
466
Endurance Wealth Management
Rhode Island
$21K
OC
467
Oakworth Capital
Alabama
$20K
AWM
468
AllSquare Wealth Management
New York
$19K
WEC
469
Winslow Evans & Crocker
Massachusetts
$16.3K
CTC
470
Central Trust Company
Missouri
$15K
TSU
471
TD Securities (USA)
New York
$14K -$11M -113,941 -100%
ST
472
Smithfield Trust
Pennsylvania
$14K
S
473
SignatureFD
Georgia
$12K +$12.9K +133 New
Parallax Volatility Advisers
474
Parallax Volatility Advisers
California
$11K -$82.4K -851 -87%
EFSCE
475
Enterprise Financial Services Corp (EFSC)
Missouri
$11K

AON Hedge Fund Activity: Q3 2015 in Review

501 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2015, worth a combined $22.7B — down 5.9% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AON positions and 41 closed out — a net gain of 3 holders — while 175 added to existing stakes and 187 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $213M. The largest seller was Janus Henderson Investors US, cutting an estimated $370M.

  • 501 institutional investors held Aon (AON) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $22.7B of Aon stock for Q3 2015, down 5.9% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q3 2015 and 41 closed out, a net change of +3 holders.
  • The largest Aon buyer in Q3 2015 was Lazard Asset Management, an estimated $213M added.
  • The largest Aon seller in Q3 2015 was Janus Henderson Investors US, an estimated $370M sold.

Based on aggregated 13F filings for Q3 2015.