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501 hedge funds and large institutions have $22.7B invested in Aon in 2015 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 175 increasing their positions, 187 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $11.7M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

7% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 41

0% more funds holding

Funds holding: 501501 (0)

6% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 187

1.46% less ownership

Funds ownership: 86.23%84.77% (-1.5%)

6% less capital invested

Capital invested by funds: $24.1B → $22.7B (-$1.42B)

Holders
501
Holders Change
Holders Change %
0%
% of All Funds
13.99%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.59%
New
44
Increased
175
Reduced
187
Closed
41
Calls
$15.7M
Puts
$11.7M
Net Calls
+$4.01M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
476
Gupta Wealth Management
California
$10K -$2.9K -30 -21%
ASN
477
Advisory Services Network
Georgia
$10K
CGI
478
CI Global Investments
California
$9K
TDC
479
Thompson Davis & Co
Virginia
$9K +$4.07K +42 +66%
ZB
480
Zions Bancorporation
Utah
$9K +$9K +93 New
IMS
481
Index Management Solutions
Pennsylvania
$8K
MWP
482
MYCIO Wealth Partners
Pennsylvania
$8K
SSB
483
Sandy Spring Bank
Maryland
$8K
NSIM
484
North Star Investment Management
Illinois
$6K -$21.8K -225 -78%
RFA
485
Reilly Financial Advisors
California
$6K
FNBT
486
FineMark National Bank & Trust
Florida
$5K +$2.03K +21 +53%
SIM
487
Sonora Investment Management
Arizona
$5K +$5.42K +56 New
FCCM
488
First City Capital Management
Georgia
$4.25K +$4.65K +48 New
CHP
489
Cable Hill Partners
Oregon
$4K -$9.78K -101 -72%
AW
490
Alpha Windward
Massachusetts
$4K
LWA
491
Lenox Wealth Advisors
New York
$4K
FAM
492
Fortaleza Asset Management
Illinois
$4K +$1.94K +20 +87%
FNBOO
493
First National Bank of Omaha
Nebraska
$3.62K -$74.3K -767 -2%
VIA
494
Vident Investment Advisory
Georgia
$3K -$26K -269 -90%
SF
495
Synovus Financial
Georgia
$3K
TFO
496
Tarbox Family Office
California
$3K +$968 +10 +34%
BCM
497
Brookstone Capital Management
Illinois
$2K
N
498
Nuveen
North Carolina
$1.78K -$78.8K -814 -4%
KT
499
Kanaly Trust
Texas
$1K
SA
500
SRH Advisors
Kansas
$1K

AON Hedge Fund Activity: Q3 2015 in Review

501 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2015, worth a combined $22.7B — down 5.9% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AON positions and 41 closed out — a net gain of 3 holders — while 175 added to existing stakes and 187 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $213M. The largest seller was Janus Henderson Investors US, cutting an estimated $370M.

  • 501 institutional investors held Aon (AON) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $22.7B of Aon stock for Q3 2015, down 5.9% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q3 2015 and 41 closed out, a net change of +3 holders.
  • The largest Aon buyer in Q3 2015 was Lazard Asset Management, an estimated $213M added.
  • The largest Aon seller in Q3 2015 was Janus Henderson Investors US, an estimated $370M sold.

Based on aggregated 13F filings for Q3 2015.