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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$499M -$1.44M -4,425 -0.3%
Artisan Partners
27
Artisan Partners
Wisconsin
$450M -$8.37M -25,759 -2%
CCM
28
Cantillon Capital Management
New York
$433M +$24.3M +74,932 +6%
Goldman Sachs
29
Goldman Sachs
New York
$424M +$83.4M +256,672 +26%
Mitsubishi UFJ Asset Management
30
Mitsubishi UFJ Asset Management
Japan
$414M +$68.3M +210,215 +21%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$393M -$1.88M -5,793 -0.5%
UBS AM
32
UBS AM
Illinois
$392M
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$371M -$35M -107,699 -9%
Charles Schwab
34
Charles Schwab
California
$361M -$4.15M -12,783 -1%
Norges Bank
35
Norges Bank
Norway
$358M -$31.8M -97,958 -9%
Principal Financial Group
36
Principal Financial Group
Iowa
$307M -$8.85M -27,260 -3%
Barclays
37
Barclays
United Kingdom
$287M +$180M +555,078 +201%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$286M -$17.5M -54,028 -6%
FCM
39
Farallon Capital Management
California
$286M +$7.5M +23,100 +3%
Polen Capital Management
40
Polen Capital Management
Florida
$280M -$4.43M -13,636 -2%
CWG
41
C WorldWide Group
Denmark
$272M +$256M +787,282 New
Ameriprise
42
Ameriprise
Minnesota
$270M -$7.28M -22,421 -3%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$261M -$15.1M -46,570 -6%
FPA
44
First Pacific Advisors
California
$259M -$4.11M -12,664 -2%
Fidelity International
45
Fidelity International
Bermuda
$257M +$9.14M +28,138 +4%
Swiss National Bank
46
Swiss National Bank
Switzerland
$256M -$26M -80,000 -10%
William Blair & Company
47
William Blair & Company
Illinois
$248M -$2.27M -6,987 -1%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$230M -$62.8M -193,422 -22%
JP Morgan Chase
49
JP Morgan Chase
New York
$207M -$55.8M -171,807 -22%
Bessemer Group
50
Bessemer Group
New Jersey
$203M -$1.49M -4,587 -0.8%

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.