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1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$424M +$21.7M +65,623 +5%
Invesco
27
Invesco
Georgia
$422M -$140M -423,202 -25%
Mitsubishi UFJ Asset Management
28
Mitsubishi UFJ Asset Management
Japan
$418M +$29.8M +90,036 +8%
CCM
29
Cantillon Capital Management
New York
$405M -$1.61M -4,881 -0.4%
Boston Partners
30
Boston Partners
Massachusetts
$393M -$101M -304,765 -20%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$363M -$6.65M -20,095 -2%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$353M +$4.38M +13,227 +1%
Charles Schwab
33
Charles Schwab
California
$341M +$1.84M +5,571 +0.5%
Norges Bank
34
Norges Bank
Norway
$337M
Goldman Sachs
35
Goldman Sachs
New York
$305M -$95.4M -288,216 -23%
Principal Financial Group
36
Principal Financial Group
Iowa
$286M -$2.59M -7,814 -0.9%
Barclays
37
Barclays
United Kingdom
$268M -$1.84M -5,557 -0.7%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$267M +$143M +430,936 +110%
Polen Capital Management
39
Polen Capital Management
Florida
$264M +$1.46M +4,422 +0.5%
CWG
40
C WorldWide Group
Denmark
$251M -$4.2M -12,684 -2%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$246M +$1.59M +4,806 +0.6%
Fidelity International
42
Fidelity International
Bermuda
$245M +$4.37M +13,211 +2%
William Blair & Company
43
William Blair & Company
Illinois
$235M +$2.03M +6,145 +0.9%
FPA
44
First Pacific Advisors
California
$234M -$9.68M -29,265 -4%
Ameriprise
45
Ameriprise
Minnesota
$233M -$21.6M -65,232 -8%
FCM
46
Farallon Capital Management
California
$216M -$53.6M -162,125 -20%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$214M +$24.8M +74,887 +13%
Swiss National Bank
48
Swiss National Bank
Switzerland
$213M -$27.8M -84,000 -11%
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$212M +$174M +526,353 +411%
OAC
50
OMERS Administration Corp
Ontario, Canada
$195M +$75.9M +229,500 +62%

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.