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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
451
Jacobs Levy Equity Management
New Jersey
$1.58M -$7.19M -22,133 -83%
Los Angeles Capital Management
452
Los Angeles Capital Management
California
$1.58M -$12.9M -39,599 -90%
PL
453
Perpetual Ltd
Australia
$1.57M -$80.5K -248 -5%
NAM
454
NorthCrest Asset Manangement
Minnesota
$1.57M
COI
455
Connable Office Inc
Michigan
$1.56M -$3.25K -10 -0.2%
Two Sigma Investments
456
Two Sigma Investments
New York
$1.55M -$10.3M -31,621 -88%
MG
457
Mather Group
Illinois
$1.53M +$86.4K +266 +6%
BCV
458
Banque Cantonale Vaudoise
Switzerland
$1.52M +$422K +1,300 +42%
WT
459
Whittier Trust
California
$1.5M -$86.7K -267 -6%
Assenagon Asset Management
460
Assenagon Asset Management
Luxembourg
$1.5M -$139K -429 -9%
WANY
461
Wealthspire Advisors (New York)
New York
$1.48M +$14.6K +45 +1%
CA
462
Clearstead Advisors
Ohio
$1.48M +$1.13M +3,491 +445%
AI
463
Accredited Investors
Minnesota
$1.44M
NP
464
Nilsine Partners
Colorado
$1.43M +$325 +1 +0%
GT
465
Greenleaf Trust
Michigan
$1.43M -$66.9K -206 -5%
RC
466
RBF Capital
California
$1.42M
AGC
467
Aspen Grove Capital
Colorado
$1.41M +$86.1K +265 +7%
EIP
468
Ellis Investment Partners
Pennsylvania
$1.4M
ONB
469
Old National Bancorp
Indiana
$1.4M -$894K -2,752 -40%
FTDI
470
First Trust Direct Indexing
Massachusetts
$1.38M +$128K +395 +11%
RJT
471
Raymond James Trust
Florida
$1.37M -$37K -114 -3%
P
472
Pitcairn
Pennsylvania
$1.35M -$11.4K -35 -0.9%
TAF
473
Tredje AP-fonden
Sweden
$1.35M +$210K +647 +20%
SEC
474
Seven Eight Capital
New York
$1.35M +$1.27M +3,899 New
BCP
475
Blue Chip Partners
Michigan
$1.34M +$2.27K +7 +0.2%

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.