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546 hedge funds and large institutions have $27.3B invested in Aon in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 236 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

7% more capital invested

Capital invested by funds: $25.4B → $27.3B (+$1.89B)

0.99% more ownership

Funds ownership: 86.63%87.61% (+0.99%)

6% less funds holding

Funds holding: 580546 (-34)

28% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 236

34% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $31.4M

Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
13.59%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.67%
New
44
Increased
171
Reduced
236
Closed
67
Calls
$16.5M
Puts
$31.4M
Net Calls
-$14.9M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
451
BBVA USA Bancshares
Texas
$263K +$105K +909 +70%
FHA
452
First Horizon Advisors
Tennessee
$261K -$7.38K -64 -3%
GC
453
Gilbert & Cook
Iowa
$256K +$14.5K +126 +6%
RC
454
RegentAtlantic Capital
New Jersey
$255K -$1.39K -12 -0.6%
BA
455
Boston Advisors
Massachusetts
$255K
TCOO
456
Trust Company of Oklahoma
Oklahoma
$249K -$2.31K -20 -0.9%
OIA
457
Optimum Investment Advisors
Illinois
$249K
EA
458
Edge Advisors
Georgia
$243K
ZCA
459
Zeke Capital Advisors
Pennsylvania
$242K +$236K +2,042 New
TIM
460
Thompson Investment Management
Wisconsin
$237K -$46K -399 -17%
IAM
461
Impax Asset Management
New Hampshire
$230K +$224K +1,940 New
TCM
462
Tufton Capital Management
Maryland
$226K
FDCDDQ
463
Federation des caisses Desjardins du Quebec
Quebec, Canada
$225K +$219K +1,895 New
CTA
464
Chesley Taft & Associates
Illinois
$221K
FHA
465
Flagship Harbor Advisors
Massachusetts
$217K +$210K +1,821 New
PCM
466
Prelude Capital Management
New York
$214K
SIM
467
Sadoff Investment Management
Wisconsin
$214K
BAM
468
Bruderman Asset Management
New York
$204K +$231 +2 +0.1%
FIM
469
Foresters Investment Management
New York
$204K +$198K +1,720 New
QCG
470
Quadrant Capital Group
Ohio
$188K +$462 +4 +0.2%
JWA
471
JFS Wealth Advisors
Pennsylvania
$184K
SC
472
SRB Corp
Massachusetts
$179K
CAW
473
Cornerstone Advisors (Washington)
Washington
$163K
SFPIA
474
Stevens First Principles Investment Advisors
California
$151K
GRP
475
Global Retirement Partners
California
$124K

AON Hedge Fund Activity: Q1 2017 in Review

546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2017, worth a combined $27.3B — up 7.4% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of AON and 44 opened new positions — a net loss of 23 holders — while 236 trimmed existing stakes and 171 added.

The largest buyer was BlackRock, adding an estimated $1.71B. The largest seller was Wellington Management Group, cutting an estimated $96M.

  • 546 institutional investors held Aon (AON) as of Q1 2017, down from 580 in Q4 2016.
  • Funds reported $27.3B of Aon stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q1 2017 and 67 closed out, a net change of -23 holders.
  • The largest Aon buyer in Q1 2017 was BlackRock, an estimated $1.71B added.
  • The largest Aon seller in Q1 2017 was Wellington Management Group, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2017.