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502 hedge funds and large institutions have $23.5B invested in Aon in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 163 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $11.1M

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0% more capital invested

Capital invested by funds: $23.5B → $23.5B (+$16.7M)

1% less funds holding

Funds holding: 507502 (-5)

2% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 57

1.98% less ownership

Funds ownership: 86.12%84.14% (-2%)

19% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 202

Holders
502
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
13.38%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
56
Increased
163
Reduced
202
Closed
57
Calls
$20.9M
Puts
$11.1M
Net Calls
+$9.79M
Net Calls Change
+$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
S
476
SignatureFD
Georgia
$14K +$3.84K +41 +44%
TDC
477
Thompson Davis & Co
Virginia
$13K
CAW
478
Cornerstone Advisors (Washington)
Washington
$12K +$5.62K +60 +111%
MFW
479
Mosaic Family Wealth
Missouri
$11K -$46.4K -495 -81%
GXMC
480
Global X Management Company
New York
$10K -$30.8K -329 -78%
ZB
481
Zions Bancorporation
Utah
$10K -$375 -4 -4%
MWP
482
MYCIO Wealth Partners
Pennsylvania
$9K
EFSCE
483
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$4.59K -49 -38%
SWA
484
Sutton Wealth Advisors
Florida
$7.94K +$7.12K +76 New
RFA
485
Reilly Financial Advisors
California
$7K
TSU
486
TD Securities (USA)
New York
$6K -$94 -1 -2%
PCP
487
Proficio Capital Partners
Massachusetts
$6K +$1.69K +18 +49%
WTB
488
Washington Trust Bank
Washington
$6K +$5.25K +56 New
FCCM
489
First City Capital Management
Georgia
$5.01K
GWM
490
Gupta Wealth Management
California
$5K -$6K -64 -57%
FANJ
491
Financial Architects (New Jersey)
New Jersey
$5K +$4.59K +49 New
FAM
492
Fortaleza Asset Management
Illinois
$4.49K
TFO
493
Tarbox Family Office
California
$4K -$375 -4 -10%
OFS
494
Orrstown Financial Services
Pennsylvania
$4K +$3.28K +35 New
ASN
495
Advisory Services Network
Georgia
$3K -$2.44K -26 -49%
SA
496
SRH Advisors
Kansas
$2K
N
497
Nuveen
North Carolina
$1.95K -$32.3K -345 -2%
UFA
498
US Financial Advisors
Massachusetts
$1K -$31.2K -333 -97%
DPA
499
Delphi Private Advisors
California
$1K
KT
500
Kanaly Trust
Texas
$1K

AON Hedge Fund Activity: Q1 2016 in Review

502 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2016, worth a combined $23.5B — up 0.07% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AON and 56 opened new positions — a net loss of 1 holder — while 202 trimmed existing stakes and 163 added.

The largest buyer was Artisan Partners, adding an estimated $295M. The largest seller was Southeastern Asset Management, cutting an estimated $635M.

  • 502 institutional investors held Aon (AON) as of Q1 2016, down from 507 in Q4 2015.
  • Funds reported $23.5B of Aon stock for Q1 2016, up 0.07% quarter-over-quarter.
  • 56 funds opened new Aon positions in Q1 2016 and 57 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q1 2016 was Artisan Partners, an estimated $295M added.
  • The largest Aon seller in Q1 2016 was Southeastern Asset Management, an estimated $635M sold.

Based on aggregated 13F filings for Q1 2016.