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498 hedge funds and large institutions have $23.3B invested in Aon in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 151 increasing their positions, 211 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

2% more funds holding

Funds holding: 490498 (+8)

0.91% more ownership

Funds ownership: 85.72%86.63% (+0.91%)

1% more capital invested

Capital invested by funds: $23.1B → $23.3B (+$153M)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

28% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 211

73% less call options, than puts

Call options by funds: $19.7M | Put options by funds: $72.2M

Holders
498
Holders Change
+8
Holders Change %
+1.63%
% of All Funds
13.27%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.53%
New
50
Increased
151
Reduced
211
Closed
38
Calls
$19.7M
Puts
$72.2M
Net Calls
-$52.5M
Net Calls Change
-$77.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AGA
26
Altrinsic Global Advisors
Connecticut
$235M +$15.5M +160,284 +7%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$220M +$117M +1,206,511 +112%
O
28
OppenheimerFunds
New York
$220M +$86.4M +893,268 +64%
Swedbank
29
Swedbank
Sweden
$212M -$1.62M -16,791 -0.8%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$207M +$4.17M +43,061 +2%
RFC
31
Russell Frank Company
Washington
$205M -$33M -341,383 -14%
BG
32
BlackRock Group
United Kingdom
$202M -$4.7M -48,555 -2%
Deutsche Bank
33
Deutsche Bank
Germany
$186M +$51.5M +531,939 +38%
SSM
34
Sound Shore Management
Connecticut
$183M -$2.66M -27,542 -1%
UBS AM
35
UBS AM
Illinois
$164M -$6.84M -70,678 -4%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$158M +$5.27M +54,427 +3%
SGA
37
Sustainable Growth Advisers
Connecticut
$154M -$7.92M -81,817 -5%
NIMC
38
NWQ Investment Management Company
California
$147M -$15.6M -161,353 -10%
B
39
BloombergSen
Ontario, Canada
$134M +$1.16M +11,961 +0.9%
VFA
40
Virtus Fund Advisers
Connecticut
$128M +$4.09M +42,254 +3%
NC
41
Nicholas Company
Wisconsin
$124M -$733K -7,580 -0.6%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$108M -$1.97M -20,412 -2%
ABI
43
Abrams Bison Investments
Maryland
$96.1M -$16.4M -170,000 -15%
CA
44
Cortland Advisers
Delaware
$96.1M
AQR Capital Management
45
AQR Capital Management
Connecticut
$95.2M -$15.5M -160,600 -14%
IVA
46
International Value Advisers
$87.9M -$478K -4,940 -0.5%
BRIM
47
Broad Run Investment Management
Virginia
$84.2M +$125K +1,292 +0.1%
MAA
48
Managed Account Advisors
New Jersey
$82.4M -$2.71M -28,049 -3%
Viking Global Investors
49
Viking Global Investors
Connecticut
$82.1M +$82.6M +853,761 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$75.5M

AON Hedge Fund Activity: Q1 2015 in Review

498 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2015, worth a combined $23.3B — up 0.66% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AON positions and 38 closed out — a net gain of 12 holders — while 151 added to existing stakes and 211 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $117M. The largest seller was Artisan Partners, cutting an estimated $139M.

  • 498 institutional investors held Aon (AON) as of Q1 2015, up from 490 in Q4 2014.
  • Funds reported $23.3B of Aon stock for Q1 2015, up 0.66% quarter-over-quarter.
  • 50 funds opened new Aon positions in Q1 2015 and 38 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q1 2015 was VOYA Investment Management, an estimated $117M added.
  • The largest Aon seller in Q1 2015 was Artisan Partners, an estimated $139M sold.

Based on aggregated 13F filings for Q1 2015.