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632 hedge funds and large institutions have $28.2B invested in Aon in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 188 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $135M | Put options by funds: $26.3M

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% less funds holding

Funds holding: 633632 (-1)

5% less capital invested

Capital invested by funds: $29.5B → $28.2B (-$1.34B)

1.38% less ownership

Funds ownership: 85.49%84.11% (-1.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

25% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 250

Holders
632
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14.47%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
61
Increased
188
Reduced
250
Closed
56
Calls
$135M
Puts
$26.3M
Net Calls
+$109M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TPI
26
Tesco Pension Investment
United Kingdom
$209M
BRIM
27
Broad Run Investment Management
Virginia
$201M +$1.94M +13,792 +1%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$198M +$31.8M +226,011 +19%
CCM
29
Cantillon Capital Management
New York
$192M +$68.4M +485,561 +53%
UBS AM
30
UBS AM
Illinois
$191M +$16M +113,446 +9%
Mackenzie Financial
31
Mackenzie Financial
Ontario, Canada
$181M +$60.3M +428,225 +48%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$170M -$26.8K -190 -0%
Wells Fargo
33
Wells Fargo
California
$170M -$2.44M -17,312 -1%
Legal & General Group
34
Legal & General Group
United Kingdom
$168M -$2.92M -20,703 -2%
AGA
35
Altrinsic Global Advisors
Connecticut
$164M +$992K +7,041 +0.6%
SSM
36
Sound Shore Management
Connecticut
$160M -$6.24M -44,321 -4%
SI
37
Scharf Investments
California
$153M -$34.5M -245,028 -18%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$143M -$15M -106,382 -9%
Charles Schwab
39
Charles Schwab
California
$132M +$2.71M +19,219 +2%
Swiss National Bank
40
Swiss National Bank
Switzerland
$126M +$1.94M +13,800 +2%
Goldman Sachs
41
Goldman Sachs
New York
$125M -$36.7M -260,581 -22%
BNP Paribas Asset Management
42
BNP Paribas Asset Management
France
$114M -$2.95M -20,933 -2%
Morgan Stanley
43
Morgan Stanley
New York
$113M +$5.12M +36,355 +5%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$112M +$20M +141,787 +21%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$105M +$16.8M +118,970 +18%
Millennium Management
46
Millennium Management
New York
$105M +$38.7M +274,617 +56%
Swedbank
47
Swedbank
Sweden
$102M +$2.08M +14,743 +2%
B
48
BloombergSen
Ontario, Canada
$93.4M +$487K +3,459 +0.5%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$89.7M +$1.44M +10,248 +2%
PPA
50
Parametric Portfolio Associates
Washington
$79.3M +$3.96M +28,122 +5%

AON Hedge Fund Activity: Q2 2018 in Review

632 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2018, worth a combined $28.2B — down 4.6% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AON positions and 56 closed out — a net gain of 5 holders — while 188 added to existing stakes and 250 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $202M. The largest seller was Principal Financial Group, cutting an estimated $335M.

  • 632 institutional investors held Aon (AON) as of Q2 2018, down from 633 in Q1 2018.
  • Funds reported $28.2B of Aon stock for Q2 2018, down 4.6% quarter-over-quarter.
  • 61 funds opened new Aon positions in Q2 2018 and 56 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q2 2018 was Massachusetts Financial Services, an estimated $202M added.
  • The largest Aon seller in Q2 2018 was Principal Financial Group, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2018.