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711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
451
Dorsey & Whitney Trust
South Dakota
$469K +$3.28K +16 +0.6%
BRWA
452
B. Riley Wealth Advisors
Florida
$469K +$117K +570 +17%
WT
453
Washington Trust
Rhode Island
$468K +$580K +2,833 New
IAN
454
Integrated Advisors Network
Texas
$466K -$52K -254 -8%
YWP
455
YorkBridge Wealth Partners
New York
$458K
OAM
456
Oppenheimer Asset Management
New York
$456K +$331K +1,618 +142%
PMFA
457
Plante Moran Financial Advisors
Michigan
$454K
SP
458
Symmetry Partners
Connecticut
$453K -$41.4K -202 -7%
FQ
459
First Quadrant
California
$445K +$552K +2,696 New
AIA
460
Alera Investment Advisors
Illinois
$443K -$13.3K -65 -2%
FDCDDQ
461
Federation des caisses Desjardins du Quebec
Quebec, Canada
$442K -$580K -2,832 -51%
SVWAG
462
Sound View Wealth Advisors Group
Georgia
$439K +$40.7K +199 +8%
LOAMS
463
Lombard Odier Asset Management (Switzerland)
Switzerland
$437K +$243K +1,188 +81%
IC
464
IEQ Capital
California
$435K -$14.3K -70 -3%
PPCM
465
Pillar Pacific Capital Management
California
$432K
NSIM
466
North Star Investment Management
Illinois
$423K -$10K -49 -2%
Federated Hermes
467
Federated Hermes
Pennsylvania
$420K -$46.5K -227 -8%
CAM
468
Cozad Asset Management
Illinois
$417K
TPA
469
Trivium Point Advisory
Connecticut
$414K +$451K +2,202 New
BCM
470
Bayesian Capital Management
New York
$413K +$512K +2,500 New
HI
471
Horizon Investments
North Carolina
$412K +$126K +613 +32%
Two Sigma Investments
472
Two Sigma Investments
New York
$412K +$512K +2,499 New
WPW
473
Waldron Private Wealth
Pennsylvania
$411K +$3.48K +17 +0.7%
TP
474
Truvvo Partners
New York
$405K +$148K +721 +42%
CQS
475
Credential Qtrade Securities
$397K +$23.3K +114 +5%

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.