We are live on ! Find out more

698 hedge funds and large institutions have $35.1B invested in Aon in 2019 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 251 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $29.7B → $35.1B (+$5.45B)

16% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 73

1% more funds holding

Funds holding: 688698 (+10)

5% more call options, than puts

Call options by funds: $56M | Put options by funds: $53.5M

0.77% more ownership

Funds ownership: 85.01%85.78% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 251

Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
15.11%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.63%
New
85
Increased
243
Reduced
251
Closed
73
Calls
$56M
Puts
$53.5M
Net Calls
+$2.45M
Net Calls Change
-$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
451
Duncker Streett & Co
Missouri
$518K
NFG
452
Nations Financial Group
Iowa
$518K +$1.14K +7 +0.2%
PP
453
Prudential plc
United Kingdom
$518K +$13.9K +86 +3%
SWP
454
Stratos Wealth Partners
Ohio
$516K -$4.7K -29 -0.9%
TCM
455
Tuttle Capital Management
Connecticut
$508K +$482K +2,975 New
IP
456
Intellectus Partners
California
$507K
KPW
457
Kore Private Wealth
New York
$506K -$14.6K -90 -3%
RCA
458
Rowland Carmichael Advisors
Arizona
$506K +$481K +2,964 New
CG
459
Cutler Group
California
$496K -$168K -1,038 -26%
CAPTRUST Financial Advisors
460
CAPTRUST Financial Advisors
North Carolina
$492K -$66K -407 -12%
WIA
461
Westbourne Investment Advisors
Maryland
$492K +$12.2K +75 +3%
Janney Montgomery Scott
462
Janney Montgomery Scott
Pennsylvania
$490K +$183K +1,130 +65%
AIA
463
Armor Investment Advisors
North Carolina
$488K +$463K +2,858 New
DWA
464
Douglass Winthrop Advisors
New York
$485K -$81.1K -500 -15%
MCM
465
MV Capital Management
Maryland
$481K +$73.3K +452 +19%
FA
466
FDx Advisors
Illinois
$481K +$223K +1,376 +95%
TRCT
467
Tower Research Capital (TRC)
New York
$476K -$1.93M -11,929 -81%
BWCS
468
Beirne Wealth Consulting Services
Connecticut
$470K -$232K -1,428 -34%
AIA
469
Alera Investment Advisors
Illinois
$470K -$649 -4 -0.1%
QI
470
QS Investors
New York
$467K -$2.43K -15 -0.5%
AIM
471
Axiom Investment Management
New York
$465K +$52.5K +324 +14%
AAM
472
Arabesque Asset Management
United Kingdom
$464K +$2.59K +16 +0.6%
NSIM
473
North Star Investment Management
Illinois
$463K
BCM
474
Bayesian Capital Management
New York
$463K +$440K +2,715 New
LOAME
475
Lombard Odier Asset Management (Europe)
United Kingdom
$455K

AON Hedge Fund Activity: Q1 2019 in Review

698 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2019, worth a combined $35.1B — up 18% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AON positions and 73 closed out — a net gain of 12 holders — while 243 added to existing stakes and 251 trimmed.

The largest buyer was Capital International Investors, adding an estimated $301M. The largest seller was Artisan Partners, cutting an estimated $430M.

  • 698 institutional investors held Aon (AON) as of Q1 2019, up from 688 in Q4 2018.
  • Funds reported $35.1B of Aon stock for Q1 2019, up 18% quarter-over-quarter.
  • 85 funds opened new Aon positions in Q1 2019 and 73 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q1 2019 was Capital International Investors, an estimated $301M added.
  • The largest Aon seller in Q1 2019 was Artisan Partners, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2019.