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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
451
Nicolet Bankshares
Wisconsin
$1.53M
Cambridge Investment Research Advisors
452
Cambridge Investment Research Advisors
Iowa
$1.53M -$246K -795 -14%
IAIM
453
Industrial Alliance Investment Management
Quebec, Canada
$1.52M +$647K +2,089 +76%
PL
454
Perpetual Ltd
Australia
$1.51M +$1.49M +4,800 New
GBA
455
Garrison Bradford & Associates
New York
$1.51M -$61.9K -200 -4%
Assenagon Asset Management
456
Assenagon Asset Management
Luxembourg
$1.5M -$104K -336 -7%
NA
457
NewEdge Advisors
Louisiana
$1.49M +$47K +152 +3%
EFSCE
458
Enterprise Financial Services Corp (EFSC)
Missouri
$1.48M +$2.79K +9 +0.2%
WT
459
Whittier Trust
California
$1.46M +$388K +1,252 +37%
PFBT
460
Parkside Financial Bank & Trust
Missouri
$1.45M -$65.6K -212 -4%
QCM
461
Quantinno Capital Management
New York
$1.45M +$823K +2,658 +137%
TI
462
Trexquant Investment
Connecticut
$1.44M +$152K +490 +12%
FIM
463
Freedom Investment Management
Connecticut
$1.44M -$283K -913 -17%
COI
464
Connable Office Inc
Michigan
$1.43M -$37.5K -121 -3%
NAM
465
NorthCrest Asset Manangement
Minnesota
$1.43M
SG Americas Securities
466
SG Americas Securities
New York
$1.42M +$679K +2,195 +95%
BS
467
Bessemer Securities
New York
$1.4M -$279K -900 -17%
GT
468
Greenleaf Trust
Michigan
$1.37M +$47K +152 +4%
IWC
469
Integrated Wealth Concepts
Massachusetts
$1.36M +$1.04M +3,361 +358%
SWM
470
Sendero Wealth Management
Texas
$1.36M -$765K -2,472 -37%
CT
471
Chicago Trust
Illinois
$1.35M +$51.7K +167 +4%
WANY
472
Wealthspire Advisors (New York)
New York
$1.34M -$142K -460 -10%
FA
473
FDx Advisors
Illinois
$1.32M
SLI
474
Sumitomo Life Insurance
Japan
$1.32M -$13.3K -43 -1%
BRC
475
Bishop Rock Capital
New York
$1.32M -$1.59M -5,143 -55%

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.