We are live on ! Find out more

533 hedge funds and large institutions have $24.7B invested in Aon in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 27

64% more call options, than puts

Call options by funds: $39.9M | Put options by funds: $24.3M

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

6% more funds holding

Funds holding: 502533 (+31)

5% more capital invested

Capital invested by funds: $23.5B → $24.7B (+$1.18B)

1.15% more ownership

Funds ownership: 84.14%85.29% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
14.22%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
68
Increased
177
Reduced
193
Closed
27
Calls
$39.9M
Puts
$24.3M
Net Calls
+$15.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
451
Boothbay Fund Management
New York
$219K +$212K +2,002 New
QC
452
QCM Cayman
Texas
$212K +$205K +1,940 New
SMH
453
Sanders Morris Harris
Texas
$209K -$540K -5,103 -73%
TCM
454
Tufton Capital Management
Maryland
$208K +$201K +1,900 New
CTA
455
Chesley Taft & Associates
Illinois
$203K +$197K +1,860 New
Fuller & Thaler Asset Management
456
Fuller & Thaler Asset Management
California
$197K
CCA
457
Checchi Capital Advisers
California
$194K +$8.57K +81 +5%
PAIA
458
Park Avenue Institutional Advisers
New York
$186K -$2.12K -20 -1%
QCG
459
Quadrant Capital Group
Ohio
$173K +$317 +3 +0.2%
JIC
460
Joel Isaacson & Co
New York
$166K -$105K -992 -39%
MCM
461
Manchester Capital Management
Vermont
$164K -$30K -284 -16%
HI
462
Hudock Inc
Pennsylvania
$157K +$63K +596 +70%
CG
463
Cutler Group
California
$157K +$152K +1,440 New
HPBT
464
High Point Bank & Trust
North Carolina
$153K
SC
465
SRB Corp
Massachusetts
$146K -$19.4K -183 -12%
SFPIA
466
Stevens First Principles Investment Advisors
California
$143K -$1.06K -10 -0.8%
CLOS
467
Compagnie Lombard Odier SCmA
Switzerland
$121K +$116K +1,100 New
GLI
468
Guardian Life Insurance
New York
$111K
FQ
469
First Quadrant
California
$109K
CFA
470
Carroll Financial Associates
North Carolina
$98K
GXMC
471
Global X Management Company
New York
$95K +$82K +775 +816%
SAMC
472
Shinko Asset Management Company
Japan
$78K
MDCM
473
Morgan Dempsey Capital Management
Wisconsin
$76K
AssetMark Inc
474
AssetMark Inc
California
$76K +$33.4K +316 +82%
EDRAML
475
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$75K

AON Hedge Fund Activity: Q2 2016 in Review

533 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2016, worth a combined $24.7B — up 5% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AON positions and 27 closed out — a net gain of 41 holders — while 177 added to existing stakes and 193 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $410M. The largest seller was Norges Bank, cutting an estimated $261M.

  • 533 institutional investors held Aon (AON) as of Q2 2016, up from 502 in Q1 2016.
  • Funds reported $24.7B of Aon stock for Q2 2016, up 5% quarter-over-quarter.
  • 68 funds opened new Aon positions in Q2 2016 and 27 closed out, a net change of +41 holders.
  • The largest Aon buyer in Q2 2016 was Massachusetts Financial Services, an estimated $410M added.
  • The largest Aon seller in Q2 2016 was Norges Bank, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2016.