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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
451
AssetMark Inc
California
$357K +$44.5K +304 +15%
CCA
452
Checchi Capital Advisers
California
$356K -$15.4K -105 -4%
HAG
453
HighPoint Advisor Group
Illinois
$349K +$5.12K +35 +2%
GCMG
454
Gyroscope Capital Management Group
Florida
$341K +$321K +2,194 New
MCM
455
MV Capital Management
Maryland
$340K -$731 -5 -0.2%
ECM
456
Evergreen Capital Management
Washington
$336K
RWM
457
Ritholtz Wealth Management
New York
$335K -$6.73K -46 -2%
CAL
458
Capital Analysts LLC
Pennsylvania
$335K +$731 +5 +0.2%
WCAMG
459
Woodard & Company Asset Management Group
North Carolina
$334K
Baird Financial Group
460
Baird Financial Group
Wisconsin
$333K +$314K +2,149 New
BA
461
Boston Advisors
Massachusetts
$331K
WG
462
Winton Group
United Kingdom
$330K -$664K -4,537 -68%
OIA
463
Optimum Investment Advisors
Illinois
$323K
FMLI
464
Fukoku Mutual Life Insurance
Japan
$323K +$132K +900 +75%
SCM
465
Shelton Capital Management
Colorado
$314K
PFM
466
Parsec Financial Management
North Carolina
$313K -$2.05K -14 -0.7%
PSUF
467
People's United Financial
Connecticut
$310K +$9.95K +68 +3%
TIM
468
Thompson Investment Management
Wisconsin
$308K
PP
469
Paloma Partners
Connecticut
$308K +$293K +2,002 New
FMT
470
First Mercantile Trust
Tennessee
$305K +$45.9K +314 +19%
FAAS
471
First Allied Advisory Services
California
$302K +$6.29K +43 +2%
ACM
472
Advisors Capital Management
New Jersey
$301K
CG
473
Colony Group
Massachusetts
$292K -$5.41K -37 -2%
SCP
474
Silverleafe Capital Partners
Tennessee
$292K
VCM
475
Vigilant Capital Management
Maine
$281K

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.