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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IAM
26
Iridian Asset Management
Connecticut
$235M +$222M +1,515,856 +13,415%
TPI
27
Tesco Pension Investment
United Kingdom
$234M
BRIM
28
Broad Run Investment Management
Virginia
$221M -$4.19M -28,621 -2%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$220M -$1.24M -8,508 -0.6%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$220M +$15.6M +106,851 +8%
UBS AM
31
UBS AM
Illinois
$214M +$70.8K +484 +0%
Wells Fargo
32
Wells Fargo
California
$204M +$12.9M +88,258 +7%
CCM
33
Cantillon Capital Management
New York
$201M -$12.8M -87,408 -6%
Legal & General Group
34
Legal & General Group
United Kingdom
$198M +$9.16M +62,660 +5%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$189M -$2.13M -14,561 -1%
AGA
36
Altrinsic Global Advisors
Connecticut
$173M -$10.3M -70,130 -6%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$169M +$7.5M +51,286 +5%
SI
38
Scharf Investments
California
$157M -$13.2M -90,566 -8%
Charles Schwab
39
Charles Schwab
California
$151M +$2.6M +17,786 +2%
SSM
40
Sound Shore Management
Connecticut
$149M -$28.7M -196,014 -17%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$139M +$12.2M +83,753 +10%
Swiss National Bank
42
Swiss National Bank
Switzerland
$135M -$5.43M -37,100 -4%
Goldman Sachs
43
Goldman Sachs
New York
$134M -$5.4M -36,948 -4%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$126M +$7.66M +52,352 +7%
Morgan Stanley
45
Morgan Stanley
New York
$125M -$1.71M -11,684 -1%
BNP Paribas Asset Management
46
BNP Paribas Asset Management
France
$125M -$2.64M -18,078 -2%
Deutsche Bank
47
Deutsche Bank
Germany
$123M -$120M -820,728 -51%
Swedbank
48
Swedbank
Sweden
$113M -$1.73M -11,800 -2%
B
49
BloombergSen
Ontario, Canada
$105M +$636K +4,350 +0.6%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$101M +$595K +4,070 +0.6%

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.