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502 hedge funds and large institutions have $23.5B invested in Aon in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 163 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $11.1M

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0% more capital invested

Capital invested by funds: $23.5B → $23.5B (+$16.7M)

1% less funds holding

Funds holding: 507502 (-5)

2% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 57

1.98% less ownership

Funds ownership: 86.12%84.14% (-2%)

19% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 202

Holders
502
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
13.38%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
56
Increased
163
Reduced
202
Closed
57
Calls
$20.9M
Puts
$11.1M
Net Calls
+$9.79M
Net Calls Change
+$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
HCC
451
Hirtle Callaghan & Co
Pennsylvania
$56K -$15.8K -169 -24%
SGAM
452
Smith Group Asset Management
Texas
$56K +$50.6K +540 New
WIC
453
Woodmont Investment Counsel
Tennessee
$52K
WAM
454
Wealthspire Advisors (Maryland)
Maryland
$47K -$281 -3 -0.7%
WTC
455
WhitTier Trust Company
Nevada
$46K -$14.1K -150 -25%
AIM
456
Acrospire Investment Management
Illinois
$42K +$37.5K +400 New
TWA
457
TCI Wealth Advisors
Arizona
$41K +$1.69K +18 +5%
AssetMark Inc
458
AssetMark Inc
California
$40K -$13K -139 -27%
HR
459
Howe & Rusling
New York
$38K +$94 +1 +0.3%
EWM
460
Evercore Wealth Management
New York
$37K
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$35K +$30.5K +325 +4,063%
EMG
462
ETF Managers Group
New Jersey
$33K +$25.9K +276 New
Bessemer Group
463
Bessemer Group
New Jersey
$32K +$1.59K +17 +6%
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$28K -$94 -1 -0.4%
GAM
465
Gemmer Asset Management
California
$28K
DADC
466
D.A. Davidson & Co
Montana
$26K -$12.9K -138 -35%
OC
467
Oakworth Capital
Alabama
$24K
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$22K +$19.8K +211 New
AWMS
469
Advocacy Wealth Management Services
Georgia
$21K
WEC
470
Winslow Evans & Crocker
Massachusetts
$19.2K -$187 -2 -1%
IA
471
IFP Advisors
Florida
$18K -$114K -1,214 -92%
JFGIW
472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K -$14.1K -151 -46%
ST
473
Smithfield Trust
Pennsylvania
$17K
SF
474
Synovus Financial
Georgia
$16K
CTC
475
Central Trust Company
Missouri
$15K -$2.34K -25 -15%

AON Hedge Fund Activity: Q1 2016 in Review

502 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2016, worth a combined $23.5B — up 0.07% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AON and 56 opened new positions — a net loss of 1 holder — while 202 trimmed existing stakes and 163 added.

The largest buyer was Artisan Partners, adding an estimated $295M. The largest seller was Southeastern Asset Management, cutting an estimated $635M.

  • 502 institutional investors held Aon (AON) as of Q1 2016, down from 507 in Q4 2015.
  • Funds reported $23.5B of Aon stock for Q1 2016, up 0.07% quarter-over-quarter.
  • 56 funds opened new Aon positions in Q1 2016 and 57 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q1 2016 was Artisan Partners, an estimated $295M added.
  • The largest Aon seller in Q1 2016 was Southeastern Asset Management, an estimated $635M sold.

Based on aggregated 13F filings for Q1 2016.