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Aon
AON

501 hedge funds and large institutions have $24.1B invested in Aon in 2015 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 51

4% more capital invested

Capital invested by funds: $23.3B → $24.1B (+$843M)

1% more funds holding

Funds holding: 498 → 501 (+3)

0.4% less ownership

Funds ownership: 86.63% → 86.23% (-0.4%)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

51% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $59.8M

Holders
501
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
13.5%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
60
Increased
161
Reduced
186
Closed
51
Calls
$29.3M
Puts
$59.8M
Net Calls
-$30.5M
Net Calls Change
+$22M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$362M
2
SAM
Southeastern Asset Management
Tennessee
+$354M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$106M
4
Boston Partners
Boston Partners
Massachusetts
+$93.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$59.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$473M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$110M
3
State Street
State Street
Massachusetts
-$77.3M
4
Deutsche Bank
Deutsche Bank
Germany
-$62.4M
5
Axa
Axa
France
-$56.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
26
Altrinsic Global Advisors
Connecticut
$239M -$5.08M -50,768 -2%
O
27
OppenheimerFunds
New York
$226M -$2.21M -22,039 -1%
Swedbank
28
Swedbank
Sweden
$222M +$2.04M +20,429 +0.9%
RFC
29
Russell Frank Company
Washington
$220M +$7.42M +74,113 +3%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$214M -$618K -6,178 -0.3%
BG
31
BlackRock Group
United Kingdom
$203M -$6.83M -68,247 -3%
Viking Global Investors
32
Viking Global Investors
Connecticut
$191M +$106M +1,059,185 +124%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$189M +$25M +249,674 +15%
UBS AM
34
UBS AM
Illinois
$183M +$13.3M +132,747 +8%
SSM
35
Sound Shore Management
Connecticut
$180M -$10M -100,273 -5%
SGA
36
Sustainable Growth Advisers
Connecticut
$177M +$17M +169,850 +11%
B
37
BloombergSen
Ontario, Canada
$152M +$12.9M +128,893 +9%
NC
38
Nicholas Company
Wisconsin
$133M +$4.7M +46,965 +4%
Deutsche Bank
39
Deutsche Bank
Germany
$131M -$62.4M -623,537 -32%
VFA
40
Virtus Fund Advisers
Connecticut
$122M -$10.6M -106,365 -8%
NIMC
41
NWQ Investment Management Company
California
$120M -$27.7M -276,729 -18%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$103M -$9.67M -96,611 -9%
ABI
43
Abrams Bison Investments
Maryland
$99.7M – – –
CA
44
Cortland Advisers
Delaware
$99.7M – – –
FCM
45
Frontier Capital Management
Massachusetts
$99.5M +$22.1M +221,309 +28%
MAA
46
Managed Account Advisors
New Jersey
$97.1M +$11.7M +116,569 +14%
IVA
47
International Value Advisers
$90.8M -$383K -3,823 -0.4%
BRIM
48
Broad Run Investment Management
Virginia
$89.7M +$2.33M +23,313 +3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$85.3M +$4.67M +46,700 +6%
TCIM
50
TIAA CREF Investment Management
New York
$81.1M +$4.61M +46,067 +6%
1
2
3 4 5

AON Hedge Fund Activity: Q2 2015 in Review

501 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2015, worth a combined $24.1B — up 3.6% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AON positions and 51 closed out — a net gain of 9 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $362M. The largest seller was JP Morgan Chase, cutting an estimated $473M.

  • 501 institutional investors held Aon (AON) as of Q2 2015, up from 498 in Q1 2015.
  • Funds reported $24.1B of Aon stock for Q2 2015, up 3.6% quarter-over-quarter.
  • 60 funds opened new Aon positions in Q2 2015 and 51 closed out, a net change of +9 holders.
  • The largest Aon buyer in Q2 2015 was Lazard Asset Management, an estimated $362M added.
  • The largest Aon seller in Q2 2015 was JP Morgan Chase, an estimated $473M sold.

Based on aggregated 13F filings for Q2 2015.