We are live on ! Find out more

546 hedge funds and large institutions have $27.3B invested in Aon in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 236 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

7% more capital invested

Capital invested by funds: $25.4B → $27.3B (+$1.89B)

0.99% more ownership

Funds ownership: 86.63%87.61% (+0.99%)

6% less funds holding

Funds holding: 580546 (-34)

28% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 236

34% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $31.4M

Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
13.59%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.67%
New
44
Increased
171
Reduced
236
Closed
67
Calls
$16.5M
Puts
$31.4M
Net Calls
-$14.9M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Scharf Investments
California
$209M -$13.2M -114,535 -6%
DZ Bank
27
DZ Bank
Germany
$195M +$2.32M +20,147 +1%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$192M -$13.9M -120,881 -7%
AGA
29
Altrinsic Global Advisors
Connecticut
$182M -$18M -155,664 -9%
TPI
30
Tesco Pension Investment
United Kingdom
$174M -$19.6M -169,970 -10%
BRIM
31
Broad Run Investment Management
Virginia
$170M +$6.92M +59,929 +4%
SSM
32
Sound Shore Management
Connecticut
$160M -$2.14M -18,523 -1%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$153M -$44.5M -385,926 -23%
Legal & General Group
34
Legal & General Group
United Kingdom
$153M +$6.69M +57,979 +5%
CCM
35
Cantillon Capital Management
New York
$126M +$63.2M +547,434 +106%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$124M +$24.3M +210,931 +25%
NIMC
37
NWQ Investment Management Company
California
$119M -$3.99M -34,585 -3%
Wells Fargo
38
Wells Fargo
California
$117M +$152K +1,317 +0.1%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$117M -$13.8M -119,890 -11%
Swiss National Bank
40
Swiss National Bank
Switzerland
$114M +$22.5M +195,200 +25%
Goldman Sachs
41
Goldman Sachs
New York
$112M +$16.9M +146,806 +18%
Swedbank
42
Swedbank
Sweden
$110M -$19.5M -169,306 -15%
UBS AM
43
UBS AM
Illinois
$109M +$1.03M +8,931 +1%
CGT
44
Capital Guardian Trust
California
$105M -$2.34M -20,317 -2%
PIP
45
Permian Investment Partners
Texas
$102M +$22.5M +195,336 +29%
FCM
46
Frontier Capital Management
Massachusetts
$101M -$6.13M -53,084 -6%
Charles Schwab
47
Charles Schwab
California
$99.8M +$4.61M +39,932 +5%
BNP Paribas Asset Management
48
BNP Paribas Asset Management
France
$95.6M +$6.02M +52,199 +7%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$92.6M -$1.35M -11,664 -1%
AllianceBernstein
50
AllianceBernstein
Tennessee
$86.5M -$71.8M -622,385 -46%

AON Hedge Fund Activity: Q1 2017 in Review

546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2017, worth a combined $27.3B — up 7.4% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of AON and 44 opened new positions — a net loss of 23 holders — while 236 trimmed existing stakes and 171 added.

The largest buyer was BlackRock, adding an estimated $1.71B. The largest seller was Wellington Management Group, cutting an estimated $96M.

  • 546 institutional investors held Aon (AON) as of Q1 2017, down from 580 in Q4 2016.
  • Funds reported $27.3B of Aon stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q1 2017 and 67 closed out, a net change of -23 holders.
  • The largest Aon buyer in Q1 2017 was BlackRock, an estimated $1.71B added.
  • The largest Aon seller in Q1 2017 was Wellington Management Group, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2017.