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632 hedge funds and large institutions have $28.2B invested in Aon in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 188 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $135M | Put options by funds: $26.3M

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% less funds holding

Funds holding: 633632 (-1)

5% less capital invested

Capital invested by funds: $29.5B → $28.2B (-$1.34B)

1.38% less ownership

Funds ownership: 85.49%84.11% (-1.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

25% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 250

Holders
632
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14.47%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
61
Increased
188
Reduced
250
Closed
56
Calls
$135M
Puts
$26.3M
Net Calls
+$109M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LWS
451
Lucia Wealth Services
California
$360K +$370K +2,626 New
PPCM
452
Pillar Pacific Capital Management
California
$359K
CAM
453
Cozad Asset Management
Illinois
$347K +$356K +2,528 New
CA
454
Commerzbank Aktiengesellschaft
Germany
$346K -$472K -3,347 -57%
HA
455
Harbor Advisors
Florida
$343K
Janney Montgomery Scott
456
Janney Montgomery Scott
Pennsylvania
$337K -$33.4K -237 -9%
CCA
457
Checchi Capital Advisers
California
$332K +$36.3K +258 +12%
TTWM
458
TCV Trust & Wealth Management
Virginia
$329K
HAG
459
HighPoint Advisor Group
Illinois
$324K -$9.3K -66 -3%
TB
460
Terril Brothers
Missouri
$322K
Verition Fund Management
461
Verition Fund Management
Connecticut
$321K -$7.47K -53 -2%
AWM
462
AE Wealth Management
Kansas
$310K +$319K +2,263 New
Nomura Holdings
463
Nomura Holdings
Japan
$307K -$3.32M -23,533 -91%
RWM
464
Ritholtz Wealth Management
New York
$305K +$23.2K +165 +8%
MCM
465
MV Capital Management
Maryland
$304K +$423 +3 +0.1%
ECM
466
Evergreen Capital Management
Washington
$300K
CAL
467
Capital Analysts LLC
Pennsylvania
$299K -$24.7K -175 -7%
WCAMG
468
Woodard & Company Asset Management Group
North Carolina
$298K
MF
469
Magnetar Financial
Illinois
$297K +$305K +2,167 New
BA
470
Boston Advisors
Massachusetts
$295K
OIA
471
Optimum Investment Advisors
Illinois
$288K
PFM
472
Parsec Financial Management
North Carolina
$281K +$9.44K +67 +3%
SCM
473
Shelton Capital Management
Colorado
$280K
Holocene Advisors
474
Holocene Advisors
New York
$278K -$270K -1,913 -49%
AssetMark Inc
475
AssetMark Inc
California
$277K +$27.5K +195 +11%

AON Hedge Fund Activity: Q2 2018 in Review

632 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2018, worth a combined $28.2B — down 4.6% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AON positions and 56 closed out — a net gain of 5 holders — while 188 added to existing stakes and 250 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $202M. The largest seller was Principal Financial Group, cutting an estimated $335M.

  • 632 institutional investors held Aon (AON) as of Q2 2018, down from 633 in Q1 2018.
  • Funds reported $28.2B of Aon stock for Q2 2018, down 4.6% quarter-over-quarter.
  • 61 funds opened new Aon positions in Q2 2018 and 56 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q2 2018 was Massachusetts Financial Services, an estimated $202M added.
  • The largest Aon seller in Q2 2018 was Principal Financial Group, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2018.