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501 hedge funds and large institutions have $24.1B invested in Aon in 2015 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 51

4% more capital invested

Capital invested by funds: $23.3B → $24.1B (+$843M)

1% more funds holding

Funds holding: 498501 (+3)

0.4% less ownership

Funds ownership: 86.63%86.23% (-0.4%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

51% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $59.8M

Holders
501
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
13.5%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
60
Increased
161
Reduced
186
Closed
51
Calls
$29.3M
Puts
$59.8M
Net Calls
-$30.5M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
476
Advisory Services Network
Georgia
$11K
CGI
477
CI Global Investments
California
$10K +$10K +100 New
IMS
478
Index Management Solutions
Pennsylvania
$9K -$1.1K -11 -11%
MWP
479
MYCIO Wealth Partners
Pennsylvania
$9K
SSB
480
Sandy Spring Bank
Maryland
$9K
OSAM
481
O'Shaughnessy Asset Management
Connecticut
$8K +$8.11K +81 New
GWA
482
Genesis Wealth Advisors
Massachusetts
$6.28K +$6.3K +63 New
RFA
483
Reilly Financial Advisors
California
$6K
HW
484
Hedeker Wealth
Illinois
$6K +$6.3K +63 New
TDC
485
Thompson Davis & Co
Virginia
$6K +$6.41K +64 New
FNBOO
486
First National Bank of Omaha
Nebraska
$4K
AW
487
Alpha Windward
Massachusetts
$4K -$701 -7 -14%
LWA
488
Lenox Wealth Advisors
New York
$4K
FNBT
489
FineMark National Bank & Trust
Florida
$4K +$4K +40 New
SF
490
Synovus Financial
Georgia
$3K
TFO
491
Tarbox Family Office
California
$3K
N
492
Nuveen
North Carolina
$2.08K +$144K +1,437 +7%
FAM
493
Fortaleza Asset Management
Illinois
$2K
SA
494
SRH Advisors
Kansas
$2K
BCM
495
Brookstone Capital Management
Illinois
$2K +$1.7K +17 New
DADC
496
D.A. Davidson & Co
Montana
$2K +$2.1K +21 New
1GA
497
1st Global Advisors
Texas
$1.05K -$16.3K -163 -2%
TFA
498
Transamerica Financial Advisors
Florida
$1K
GXMC
499
Global X Management Company
New York
$1K +$1.1K +11 New
UFA
500
US Financial Advisors
Massachusetts
$1K +$1.1K +11 New

AON Hedge Fund Activity: Q2 2015 in Review

501 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2015, worth a combined $24.1B — up 3.6% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AON positions and 51 closed out — a net gain of 9 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $362M. The largest seller was JP Morgan Chase, cutting an estimated $473M.

  • 501 institutional investors held Aon (AON) as of Q2 2015, up from 498 in Q1 2015.
  • Funds reported $24.1B of Aon stock for Q2 2015, up 3.6% quarter-over-quarter.
  • 60 funds opened new Aon positions in Q2 2015 and 51 closed out, a net change of +9 holders.
  • The largest Aon buyer in Q2 2015 was Lazard Asset Management, an estimated $362M added.
  • The largest Aon seller in Q2 2015 was JP Morgan Chase, an estimated $473M sold.

Based on aggregated 13F filings for Q2 2015.