We are live on ! Find out more

507 hedge funds and large institutions have $23.5B invested in Aon in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 208 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $13M | Put options by funds: $8.19M

28% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 36

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1.35% more ownership

Funds ownership: 84.77%86.12% (+1.4%)

1% more funds holding

Funds holding: 501507 (+6)

3% more capital invested

Capital invested by funds: $22.7B → $23.5B (+$782M)

21% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 208

Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
13.3%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.6%
New
46
Increased
164
Reduced
208
Closed
36
Calls
$13M
Puts
$8.19M
Net Calls
+$4.78M
Net Calls Change
+$771K
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
476
Advocacy Wealth Management Services
Georgia
$19K +$18.8K +202 New
WEC
477
Winslow Evans & Crocker
Massachusetts
$17K
CTC
478
Central Trust Company
Missouri
$15K
ST
479
Smithfield Trust
Pennsylvania
$15K
SF
480
Synovus Financial
Georgia
$15K +$11.6K +125 +403%
EFSCE
481
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
TDC
482
Thompson Davis & Co
Virginia
$12K +$1.96K +21 +20%
ACP
483
Arcus Capital Partners
Georgia
$11K +$10.7K +115 New
GWM
484
Gupta Wealth Management
California
$10K
S
485
SignatureFD
Georgia
$9K -$3.63K -39 -29%
ZB
486
Zions Bancorporation
Utah
$9K +$373 +4 +4%
TRCT
487
Tower Research Capital (TRC)
New York
$9K +$9.31K +100 New
MWP
488
MYCIO Wealth Partners
Pennsylvania
$8K
PR
489
Payden & Rygel
California
$8K +$8.01K +86 New
TSU
490
TD Securities (USA)
New York
$6K -$9.13K -98 -61%
RFA
491
Reilly Financial Advisors
California
$6K
PCM
492
Penserra Capital Management
California
$6K +$6.33K +68 New
CG
493
Cutler Group
California
$6K +$6.43K +69 New
CAW
494
Cornerstone Advisors (Washington)
Washington
$5K -$332K -3,565 -99%
ASN
495
Advisory Services Network
Georgia
$5K -$5.4K -58 -52%
RWA
496
Ropes Wealth Advisors
Massachusetts
$5K +$4.66K +50 +625%
FCCM
497
First City Capital Management
Georgia
$4.43K
CHP
498
Cable Hill Partners
Oregon
$4K
FAM
499
Fortaleza Asset Management
Illinois
$4K
LWA
500
Lenox Wealth Advisors
New York
$4K

AON Hedge Fund Activity: Q4 2015 in Review

507 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2015, worth a combined $23.5B — up 3.4% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AON positions and 36 closed out — a net gain of 10 holders — while 164 added to existing stakes and 208 trimmed.

The largest buyer was Artisan Partners, adding an estimated $547M. The largest seller was Tran Capital Management, cutting an estimated $205M.

  • 507 institutional investors held Aon (AON) as of Q4 2015, up from 501 in Q3 2015.
  • Funds reported $23.5B of Aon stock for Q4 2015, up 3.4% quarter-over-quarter.
  • 46 funds opened new Aon positions in Q4 2015 and 36 closed out, a net change of +10 holders.
  • The largest Aon buyer in Q4 2015 was Artisan Partners, an estimated $547M added.
  • The largest Aon seller in Q4 2015 was Tran Capital Management, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2015.