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Aon
AON

490 hedge funds and large institutions have $23.1B invested in Aon in 2014 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 150 increasing their positions, 193 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 25

20% more call options, than puts

Call options by funds: $149M | Put options by funds: $124M

9% more funds holding

Funds holding: 451 → 490 (+39)

8% more capital invested

Capital invested by funds: $21.4B → $23.1B (+$1.72B)

1.45% more ownership

Funds ownership: 84.27% → 85.72% (+1.4%)

8% less funds holding in top 10

Funds holding in top 10: 24 → 22 (-2)

22% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 193

Holders
490
Holders Change
+39
Holders Change %
+8.65%
% of All Funds
13.07%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
69
Increased
150
Reduced
193
Closed
25
Calls
$149M
Puts
$124M
Net Calls
+$25.2M
Net Calls Change
-$48.9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$354M
2
Lazard Asset Management
Lazard Asset Management
New York
+$176M
3
Norges Bank
Norges Bank
Norway
+$166M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$103M
5
Principal Financial Group
Principal Financial Group
Iowa
+$59.2M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$376M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$146M
3
O
OppenheimerFunds
New York
-$139M
4
VM
Valinor Management
New York
-$94.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$91.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
26
Russell Frank Company
Washington
$238M +$12.4M +138,141 +6%
AGA
27
Altrinsic Global Advisors
Connecticut
$217M +$15.5M +172,881 +8%
Swedbank
28
Swedbank
Sweden
$211M +$199M +2,219,939 New
BG
29
BlackRock Group
United Kingdom
$204M +$14.8M +165,814 +8%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$201M +$3.71M +41,524 +2%
SSM
31
Sound Shore Management
Connecticut
$183M +$536K +5,997 +0.3%
UBS AM
32
UBS AM
Illinois
$168M -$5.15M -57,555 -3%
NIMC
33
NWQ Investment Management Company
California
$160M -$50.6M -566,069 -25%
SGA
34
Sustainable Growth Advisers
Connecticut
$160M -$8.21M -91,762 -5%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$151M +$2.23M +24,883 +2%
Deutsche Bank
36
Deutsche Bank
Germany
$133M -$2.84M -31,797 -2%
O
37
OppenheimerFunds
New York
$132M -$139M -1,549,130 -53%
B
38
BloombergSen
Ontario, Canada
$131M – – –
NC
39
Nicholas Company
Wisconsin
$123M +$5.21M +58,300 +5%
VFA
40
Virtus Fund Advisers
Connecticut
$122M +$27.4M +306,855 +31%
ABI
41
Abrams Bison Investments
Maryland
$111M -$47.5M -531,363 -31%
AQR Capital Management
42
AQR Capital Management
Connecticut
$109M +$103M +1,151,400 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$109M +$2.94M +32,849 +3%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$103M -$68.1M -761,285 -41%
CA
45
Cortland Advisers
Delaware
$94.8M – – –
TCIM
46
TIAA CREF Investment Management
New York
$89.7M -$8.69M -97,117 -9%
IVA
47
International Value Advisers
$87.2M +$198K +2,213 +0.2%
MAA
48
Managed Account Advisors
New Jersey
$84M +$4.15M +46,419 +6%
BRIM
49
Broad Run Investment Management
Virginia
$83M +$56.4K +631 +0.1%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$78M -$49.7M -556,164 -40%
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AON Hedge Fund Activity: Q4 2014 in Review

490 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2014, worth a combined $23.1B — up 8% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AON positions and 25 closed out — a net gain of 44 holders — while 150 added to existing stakes and 193 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $354M. The largest seller was Artisan Partners, cutting an estimated $376M.

  • 490 institutional investors held Aon (AON) as of Q4 2014, up from 451 in Q3 2014.
  • Funds reported $23.1B of Aon stock for Q4 2014, up 8% quarter-over-quarter.
  • 69 funds opened new Aon positions in Q4 2014 and 25 closed out, a net change of +44 holders.
  • The largest Aon buyer in Q4 2014 was Boston Partners, an estimated $354M added.
  • The largest Aon seller in Q4 2014 was Artisan Partners, an estimated $376M sold.

Based on aggregated 13F filings for Q4 2014.