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585 hedge funds and large institutions have $32.3B invested in Aon in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 45

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

9% more capital invested

Capital invested by funds: $29.8B → $32.3B (+$2.57B)

7% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $19.5M

1% more funds holding

Funds holding: 580585 (+5)

0.98% less ownership

Funds ownership: 85.44%84.46% (-0.98%)

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 227

Holders
585
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
14.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.92%
New
57
Increased
186
Reduced
227
Closed
45
Calls
$20.8M
Puts
$19.5M
Net Calls
+$1.31M
Net Calls Change
+$9.45M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
451
Lombard Odier Asset Management (Switzerland)
Switzerland
$372K
MI
452
Markston International
New York
$371K
PPCM
453
Pillar Pacific Capital Management
California
$371K
NDSI
454
Newman Dignan & Sheerar Inc
Rhode Island
$368K
CAL
455
Capital Analysts LLC
Pennsylvania
$353K
TTWM
456
TCV Trust & Wealth Management
Virginia
$351K
TB
457
Terril Brothers
Missouri
$343K
BUB
458
BBVA USA Bancshares
Texas
$343K +$1.4K +10 +0.4%
MCM
459
MV Capital Management
Maryland
$338K -$38.7K -277 -11%
YMRC
460
Yorktown Management & Research Company
Virginia
$336K
ACM
461
Advisors Capital Management
New Jersey
$334K
IAM
462
Impax Asset Management
New Hampshire
$327K +$14K +100 +5%
AssetMark Inc
463
AssetMark Inc
California
$323K +$83.7K +600 +37%
CG
464
Colony Group
Massachusetts
$319K -$12.8K -92 -4%
BA
465
Boston Advisors
Massachusetts
$314K
CRC
466
Curi RMB Capital
Illinois
$310K +$44.9K +322 +18%
TCOO
467
Trust Company of Oklahoma
Oklahoma
$308K +$2.09K +15 +0.7%
OIA
468
Optimum Investment Advisors
Illinois
$307K
SCM
469
Shelton Capital Management
Colorado
$298K -$44.9K -322 -14%
CCA
470
Checchi Capital Advisers
California
$294K -$33.6K -241 -11%
TIM
471
Thompson Investment Management
Wisconsin
$292K
PFM
472
Parsec Financial Management
North Carolina
$290K +$277K +1,985 New
CTA
473
Chesley Taft & Associates
Illinois
$272K
FHA
474
Flagship Harbor Advisors
Massachusetts
$270K +$1.95K +14 +0.8%
SBH
475
Segall Bryant & Hamill
Illinois
$269K -$6.98K -50 -3%

AON Hedge Fund Activity: Q3 2017 in Review

585 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2017, worth a combined $32.3B — up 8.6% from $29.8B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AON positions and 45 closed out — a net gain of 12 holders — while 186 added to existing stakes and 227 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $92.4M. The largest seller was Harris Associates, cutting an estimated $131M.

  • 585 institutional investors held Aon (AON) as of Q3 2017, up from 580 in Q2 2017.
  • Funds reported $32.3B of Aon stock for Q3 2017, up 8.6% quarter-over-quarter.
  • 57 funds opened new Aon positions in Q3 2017 and 45 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q3 2017 was Wellington Management Group, an estimated $92.4M added.
  • The largest Aon seller in Q3 2017 was Harris Associates, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.