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633 hedge funds and large institutions have $29.5B invested in Aon in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 175 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $29.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

7% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 70

3% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$747M)

0% less funds holding

Funds holding: 636633 (-3)

0.7% less ownership

Funds ownership: 86.19%85.49% (-0.7%)

33% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 263

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
14.51%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
75
Increased
175
Reduced
263
Closed
70
Calls
$55.8M
Puts
$29.1M
Net Calls
+$26.7M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TPI
26
Tesco Pension Investment
United Kingdom
$213M +$8.92M +63,715 +4%
BRIM
27
Broad Run Investment Management
Virginia
$204M +$1.05M +7,496 +0.5%
SI
28
Scharf Investments
California
$191M -$29.3M -208,894 -13%
UBS AM
29
UBS AM
Illinois
$179M +$10.4M +74,019 +6%
Wells Fargo
30
Wells Fargo
California
$176M +$71.8M +512,417 +69%
Legal & General Group
31
Legal & General Group
United Kingdom
$175M -$22.9M -163,591 -12%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$174M -$233K -1,666 -0.1%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$170M +$13.1M +93,418 +8%
SSM
34
Sound Shore Management
Connecticut
$170M +$15.9M +113,540 +10%
AGA
35
Altrinsic Global Advisors
Connecticut
$167M -$1.44M -10,258 -0.9%
Goldman Sachs
36
Goldman Sachs
New York
$164M -$125M -893,203 -43%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$162M +$2.34M +16,726 +1%
Charles Schwab
38
Charles Schwab
California
$132M +$3.7M +26,386 +3%
CCM
39
Cantillon Capital Management
New York
$128M -$2.42M -17,277 -2%
Swiss National Bank
40
Swiss National Bank
Switzerland
$127M -$21.6M -154,000 -15%
Mackenzie Financial
41
Mackenzie Financial
Ontario, Canada
$126M +$101M +719,400 +410%
BNP Paribas Asset Management
42
BNP Paribas Asset Management
France
$119M +$11.8M +84,496 +11%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$114M -$78.5M -560,143 -41%
Morgan Stanley
44
Morgan Stanley
New York
$110M -$28.1M -200,505 -20%
Swedbank
45
Swedbank
Sweden
$103M -$171K -1,223 -0.2%
B
46
BloombergSen
Ontario, Canada
$95.3M -$504K -3,600 -0.5%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$95.1M -$2.23M -15,946 -2%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$91.1M +$50.7M +362,215 +126%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$90.3M -$511K -3,645 -0.6%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$84.7M -$31.6M -225,623 -27%

AON Hedge Fund Activity: Q1 2018 in Review

633 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2018, worth a combined $29.5B — up 2.6% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AON positions and 70 closed out — a net gain of 5 holders — while 175 added to existing stakes and 263 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $334M. The largest seller was APG Asset Management, cutting an estimated $185M.

  • 633 institutional investors held Aon (AON) as of Q1 2018, down from 636 in Q4 2017.
  • Funds reported $29.5B of Aon stock for Q1 2018, up 2.6% quarter-over-quarter.
  • 75 funds opened new Aon positions in Q1 2018 and 70 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q1 2018 was Massachusetts Financial Services, an estimated $334M added.
  • The largest Aon seller in Q1 2018 was APG Asset Management, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2018.