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752 hedge funds and large institutions have $41.1B invested in Aon in 2020 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 250 increasing their positions, 230 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 104

26% more capital invested

Capital invested by funds: $32.5B → $41.1B (+$8.6B)

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

7.91% more ownership

Funds ownership: 84.58%92.49% (+7.9%)

6% more funds holding

Funds holding: 712752 (+40)

9% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 230

8% more call options, than puts

Call options by funds: $137M | Put options by funds: $127M

Holders
752
Holders Change
+40
Holders Change %
+5.62%
% of All Funds
15.42%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.74%
New
151
Increased
250
Reduced
230
Closed
104
Calls
$137M
Puts
$127M
Net Calls
+$9.83M
Net Calls Change
-$48.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
451
Logan Capital Management
Pennsylvania
$706K
TCM
452
Twin Capital Management
Pennsylvania
$700K -$25.2K -135 -4%
PA
453
Profund Advisors
Maryland
$697K +$7.83K +42 +1%
GSBTD
454
Glenview State Bank Trust Department
Illinois
$683K
SVWAG
455
Sound View Wealth Advisors Group
Georgia
$679K +$162K +867 +33%
CI
456
Conning Inc
Connecticut
$676K -$39.9K -214 -6%
FAB
457
First American Bank
Illinois
$674K
WANY
458
Wealthspire Advisors (New York)
New York
$671K -$265K -1,422 -29%
SCA
459
Snowden Capital Advisors
New York
$666K -$1.86K -10 -0.3%
Franklin Resources
460
Franklin Resources
California
$664K -$7.1M -38,118 -92%
MWM
461
Mission Wealth Management
California
$663K +$2.05K +11 +0.3%
LWAC
462
Laurel Wealth Advisors (California)
California
$658K -$559 -3 -0.1%
HFAS
463
Hummer Financial Advisory Services
Illinois
$657K +$52.2K +280 +9%
AG
464
AlphaSimPlex Group
Massachusetts
$642K +$621K +3,335 New
Qube Research & Technologies (QRT)
465
Qube Research & Technologies (QRT)
United Kingdom
$634K +$614K +3,293 New
MHIC
466
Marble Harbor Investment Counsel
Massachusetts
$630K
Caisse de Depot et Placement du Quebec (CDPQ)
467
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$628K -$261K -1,400 -30%
HBT
468
Hills Bank & Trust
Iowa
$626K
DWT
469
Dorsey & Whitney Trust
South Dakota
$622K +$73.2K +393 +14%
RE
470
RBC Europe
United Kingdom
$618K -$13.8K -74 -2%
EFS
471
Essex Financial Services
Connecticut
$614K +$3.17K +17 +0.5%
SWP
472
Stratos Wealth Partners
Ohio
$596K +$576K +3,093 New
AL
473
Arnhold LLC
New York
$588K
DSC
474
Duncker Streett & Co
Missouri
$585K
Fiera Capital (Canada)
475
Fiera Capital (Canada)
Quebec, Canada
$582K -$39.9K -214 -7%

AON Hedge Fund Activity: Q2 2020 in Review

752 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2020, worth a combined $41.1B — up 26% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new AON positions and 104 closed out — a net gain of 47 holders — while 250 added to existing stakes and 230 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $853M. The largest seller was Lazard Asset Management, cutting an estimated $404M.

  • 752 institutional investors held Aon (AON) as of Q2 2020, up from 712 in Q1 2020.
  • Funds reported $41.1B of Aon stock for Q2 2020, up 26% quarter-over-quarter.
  • 151 funds opened new Aon positions in Q2 2020 and 104 closed out, a net change of +47 holders.
  • The largest Aon buyer in Q2 2020 was Artisan Partners, an estimated $853M added.
  • The largest Aon seller in Q2 2020 was Lazard Asset Management, an estimated $404M sold.

Based on aggregated 13F filings for Q2 2020.