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580 hedge funds and large institutions have $25.4B invested in Aon in 2016 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 178 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 38

114% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $11.8M

11% more funds holding

Funds holding: 523 → 580 (+57)

2.38% more ownership

Funds ownership: 84.25% → 86.63% (+2.4%)

2% more capital invested

Capital invested by funds: $24.9B → $25.4B (+$517M)

13% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 205

17% less funds holding in top 10

Funds holding in top 10: 30 → 25 (-5)

Holders
580
Holders Change
+57
Holders Change %
+10.9%
% of All Funds
14.5%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.63%
New
106
Increased
178
Reduced
205
Closed
38
Calls
$25.4M
Puts
$11.8M
Net Calls
+$13.5M
Net Calls Change
+$2.38M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$303M
2
Legal & General Group
Legal & General Group
United Kingdom
+$137M
3
State Street
State Street
Massachusetts
+$117M
4
CGT
Capital Guardian Trust
California
+$100M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$78.7M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$238M
2
Lazard Asset Management
Lazard Asset Management
New York
-$218M
3
Ameriprise
Ameriprise
Minnesota
-$115M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$76.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$67.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
451
North Star Investment Management
Illinois
$342K – – –
CPC
452
Cookson Peirce & Co
Pennsylvania
$340K – – –
PWLP
453
Prio Wealth Limited Partnership
Massachusetts
$340K – – –
DSC
454
Duncker Streett & Co
Missouri
$339K – – –
AG
455
Advisor Group
Arizona
$336K -$3.79K -34 -1%
NFG
456
Nations Financial Group
Iowa
$335K – – –
ID
457
Integral Derivatives
New York
$335K +$334K +3,000 New
SWP
458
Stratos Wealth Partners
Ohio
$334K +$3.46K +31 +1%
IA
459
IFP Advisors
Florida
$333K -$12.8K -115 -4%
MI
460
Markston International
New York
$328K -$506K -4,538 -61%
GT
461
Glenmede Trust
Pennsylvania
$328K -$3.23K -29 -1%
PMFA
462
Plante Moran Financial Advisors
Michigan
$326K +$10K +90 +3%
SC
463
Saturna Capital
Washington
$325K – – –
CAL
464
Capital Analysts LLC
Pennsylvania
$324K -$95.3K -855 -23%
GLA
465
Great Lakes Advisors
Illinois
$321K -$2.45K -22 -0.8%
Fuller & Thaler Asset Management
466
Fuller & Thaler Asset Management
California
$312K – – –
LCM
467
Logan Capital Management
Pennsylvania
$312K – – –
SI
468
SII Investments
Wisconsin
$311K – – –
AIA
469
Armor Investment Advisors
North Carolina
$310K +$309K +2,775 New
DWA
470
Douglass Winthrop Advisors
New York
$291K – – –
TNBTD
471
Trustmark National Bank Trust Department
Mississippi
$289K – – –
MCM
472
MV Capital Management
Maryland
$284K -$36.3K -326 -11%
PPCM
473
Pillar Pacific Capital Management
California
$283K – – –
NDSI
474
Newman Dignan & Sheerar Inc
Rhode Island
$281K – – –
SCP
475
Syntal Capital Partners
Texas
$281K +$281K +2,520 New
17 18
19
20 21

AON Hedge Fund Activity: Q4 2016 in Review

580 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2016, worth a combined $25.4B — up 2.1% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AON positions and 38 closed out — a net gain of 68 holders — while 178 added to existing stakes and 205 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $303M. The largest seller was Boston Partners, cutting an estimated $238M.

  • 580 institutional investors held Aon (AON) as of Q4 2016, up from 523 in Q3 2016.
  • Funds reported $25.4B of Aon stock for Q4 2016, up 2.1% quarter-over-quarter.
  • 106 funds opened new Aon positions in Q4 2016 and 38 closed out, a net change of +68 holders.
  • The largest Aon buyer in Q4 2016 was Capital International Investors, an estimated $303M added.
  • The largest Aon seller in Q4 2016 was Boston Partners, an estimated $238M sold.

Based on aggregated 13F filings for Q4 2016.