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507 hedge funds and large institutions have $23.5B invested in Aon in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 208 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $13M | Put options by funds: $8.19M

28% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 36

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1.35% more ownership

Funds ownership: 84.77%86.12% (+1.4%)

1% more funds holding

Funds holding: 501507 (+6)

3% more capital invested

Capital invested by funds: $22.7B → $23.5B (+$782M)

21% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 208

Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
13.3%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.6%
New
46
Increased
164
Reduced
208
Closed
36
Calls
$13M
Puts
$8.19M
Net Calls
+$4.78M
Net Calls Change
+$771K
Name Holding Trade Value Shares
Change
Change in
Stake
HCC
451
Hirtle Callaghan & Co
Pennsylvania
$66K -$160K -1,715 -71%
EDRAML
452
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$63K +$63.9K +686 New
CF
453
CenterStar Fund
Illinois
$59K
VCM
454
Versant Capital Management
Arizona
$58K +$58.9K +632 New
MFW
455
Mosaic Family Wealth
Missouri
$56K +$56.6K +608 New
Manulife (Manufacturers Life Insurance)
456
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.5K +$7.65M +82,167 +16%
WTC
457
WhitTier Trust Company
Nevada
$54K
TF
458
Tompkins Financial
New York
$53K
AssetMark Inc
459
AssetMark Inc
California
$48K +$48.7K +523 New
WIC
460
Woodmont Investment Counsel
Tennessee
$46K
WAM
461
Wealthspire Advisors (Maryland)
Maryland
$42K +$42.4K +455 New
GXMC
462
Global X Management Company
New York
$39K -$13K -140 -25%
KCPG
463
Kavar Capital Partners Group
Kansas
$39K
DADC
464
D.A. Davidson & Co
Montana
$36K +$932 +10 +3%
TWA
465
TCI Wealth Advisors
Arizona
$35K +$4.1K +44 +13%
HR
466
Howe & Rusling
New York
$33K +$559 +6 +2%
EWM
467
Evercore Wealth Management
New York
$32K
UFA
468
US Financial Advisors
Massachusetts
$32K +$31K +333 +3,027%
JFGIW
469
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K
Bessemer Group
470
Bessemer Group
New Jersey
$27K -$63.9K -686 -70%
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$25K -$1.02K -11 -4%
GAM
472
Gemmer Asset Management
California
$25K
AWM
473
AllSquare Wealth Management
New York
$22K +$2.42K +26 +12%
EWM
474
Endurance Wealth Management
Rhode Island
$21K
OC
475
Oakworth Capital
Alabama
$21K

AON Hedge Fund Activity: Q4 2015 in Review

507 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2015, worth a combined $23.5B — up 3.4% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AON positions and 36 closed out — a net gain of 10 holders — while 164 added to existing stakes and 208 trimmed.

The largest buyer was Artisan Partners, adding an estimated $547M. The largest seller was Tran Capital Management, cutting an estimated $205M.

  • 507 institutional investors held Aon (AON) as of Q4 2015, up from 501 in Q3 2015.
  • Funds reported $23.5B of Aon stock for Q4 2015, up 3.4% quarter-over-quarter.
  • 46 funds opened new Aon positions in Q4 2015 and 36 closed out, a net change of +10 holders.
  • The largest Aon buyer in Q4 2015 was Artisan Partners, an estimated $547M added.
  • The largest Aon seller in Q4 2015 was Tran Capital Management, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2015.