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633 hedge funds and large institutions have $29.5B invested in Aon in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 175 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $29.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

7% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 70

3% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$747M)

0% less funds holding

Funds holding: 636633 (-3)

0.7% less ownership

Funds ownership: 86.19%85.49% (-0.7%)

33% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 263

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
14.51%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
75
Increased
175
Reduced
263
Closed
70
Calls
$55.8M
Puts
$29.1M
Net Calls
+$26.7M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PPCM
451
Pillar Pacific Capital Management
California
$368K
CC
452
Chicago Capital
Illinois
$365K +$364K +2,600 New
NDSI
453
Newman Dignan & Sheerar Inc
Rhode Island
$357K
VF
454
Virtu Financial
New York
$356K -$692K -4,937 -66%
DCM
455
Delpha Capital Management
New York
$356K +$262K +1,873 +283%
HA
456
Harbor Advisors
Florida
$351K
FC
457
Ferris Capital
Massachusetts
$345K -$147K -1,052 -30%
LSAG
458
Lake Street Advisors Group
New Hampshire
$340K -$19.5K -139 -5%
TTWM
459
TCV Trust & Wealth Management
Virginia
$337K
Verition Fund Management
460
Verition Fund Management
Connecticut
$336K -$226K -1,616 -40%
HAG
461
HighPoint Advisor Group
Illinois
$334K +$327K +2,334 New
CAL
462
Capital Analysts LLC
Pennsylvania
$330K -$25.8K -184 -7%
TB
463
Terril Brothers
Missouri
$330K
LOAMS
464
Lombard Odier Asset Management (Switzerland)
Switzerland
$321K -$36.3K -259 -10%
ACM
465
Advisors Capital Management
New Jersey
$321K
MCM
466
MV Capital Management
Maryland
$310K -$9.1K -65 -3%
HI
467
HBK Investments
Texas
$309K -$5.96M -42,536 -95%
TIM
468
Thompson Investment Management
Wisconsin
$309K
ECM
469
Evergreen Capital Management
Washington
$306K +$47.9K +342 +19%
WCAMG
470
Woodard & Company Asset Management Group
North Carolina
$305K
CCA
471
Checchi Capital Advisers
California
$303K +$9.53K +68 +3%
BA
472
Boston Advisors
Massachusetts
$302K
OIA
473
Optimum Investment Advisors
Illinois
$295K
RWM
474
Ritholtz Wealth Management
New York
$289K
SCM
475
Shelton Capital Management
Colorado
$286K

AON Hedge Fund Activity: Q1 2018 in Review

633 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2018, worth a combined $29.5B — up 2.6% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AON positions and 70 closed out — a net gain of 5 holders — while 175 added to existing stakes and 263 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $334M. The largest seller was APG Asset Management, cutting an estimated $185M.

  • 633 institutional investors held Aon (AON) as of Q1 2018, down from 636 in Q4 2017.
  • Funds reported $29.5B of Aon stock for Q1 2018, up 2.6% quarter-over-quarter.
  • 75 funds opened new Aon positions in Q1 2018 and 70 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q1 2018 was Massachusetts Financial Services, an estimated $334M added.
  • The largest Aon seller in Q1 2018 was APG Asset Management, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2018.