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Aon
AON

464 hedge funds and large institutions have $21.5B invested in Aon in 2014 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 154 increasing their positions, 176 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $82.3M | Put options by funds: $37.8M

29% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 38

2% more funds holding

Funds holding: 457 → 464 (+7)

0% more capital invested

Capital invested by funds: $21.4B → $21.5B (+$23.7M)

0.35% less ownership

Funds ownership: 84.97% → 84.62% (-0.35%)

13% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 176

15% less funds holding in top 10

Funds holding in top 10: 27 → 23 (-4)

Holders
464
Holders Change
+7
Holders Change %
+1.53%
% of All Funds
13.4%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.66%
New
49
Increased
154
Reduced
176
Closed
38
Calls
$82.3M
Puts
$37.8M
Net Calls
+$44.5M
Net Calls Change
+$81.9M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
+$198M
2
SGA
Sustainable Growth Advisers
Connecticut
+$158M
3
RFC
Russell Frank Company
Washington
+$100M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$69.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$51M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$123M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$95.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$66.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$57M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$56.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$202M -$11.7M -140,608 -6%
RFC
27
Russell Frank Company
Washington
$197M +$100M +1,202,212 +105%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$184M +$1.42M +17,101 +0.8%
Mawer Investment Management
29
Mawer Investment Management
Alberta, Canada
$182M +$41.8M +501,854 +30%
AGA
30
Altrinsic Global Advisors
Connecticut
$173M -$4.2M -50,472 -2%
GCM
31
Glenview Capital Management
New York
$165M +$1.77M +21,287 +1%
BG
32
BlackRock Group
United Kingdom
$164M -$1.3M -15,627 -0.8%
CA
33
Cortland Advisers
Delaware
$164M -$4.16M -50,000 -3%
SGA
34
Sustainable Growth Advisers
Connecticut
$160M +$158M +1,899,619 New
UBS AM
35
UBS AM
Illinois
$159M -$4.19M -50,359 -3%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$146M -$27.4M -328,961 -16%
ABI
37
Abrams Bison Investments
Maryland
$143M – – –
Fidelity International
38
Fidelity International
Bermuda
$142M +$31.6M +379,521 +29%
B
39
BloombergSen
Ontario, Canada
$132M +$29.6M +355,300 +33%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$128M +$500K +6,008 +0.4%
SSM
41
Sound Shore Management
Connecticut
$122M -$12.1M -145,773 -9%
Deutsche Bank
42
Deutsche Bank
Germany
$120M -$11.9M -142,424 -9%
NC
43
Nicholas Company
Wisconsin
$104M +$1.76M +21,140 +2%
IVA
44
International Value Advisers
$96.1M -$9.61M -115,386 -9%
SB
45
Suntrust Banks
Georgia
$93.6M +$13.4M +160,470 +17%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$90.7M +$69.5M +834,364 +344%
PI
47
Putnam Investments
Massachusetts
$84.3M +$8.2M +98,486 +11%
TCIM
48
TIAA CREF Investment Management
New York
$83.8M -$793K -9,525 -0.9%
Goldman Sachs
49
Goldman Sachs
New York
$74M -$51.7M -620,726 -41%
BRIM
50
Broad Run Investment Management
Virginia
$73.5M +$382K +4,592 +0.5%
1
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AON Hedge Fund Activity: Q1 2014 in Review

464 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2014, worth a combined $21.5B — up 0.11% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AON positions and 38 closed out — a net gain of 11 holders — while 154 added to existing stakes and 176 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $198M. The largest seller was Artisan Partners, cutting an estimated $123M.

  • 464 institutional investors held Aon (AON) as of Q1 2014, up from 457 in Q4 2013.
  • Funds reported $21.5B of Aon stock for Q1 2014, up 0.11% quarter-over-quarter.
  • 49 funds opened new Aon positions in Q1 2014 and 38 closed out, a net change of +11 holders.
  • The largest Aon buyer in Q1 2014 was Janus Henderson Investors US, an estimated $198M added.
  • The largest Aon seller in Q1 2014 was Artisan Partners, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2014.