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546 hedge funds and large institutions have $27.3B invested in Aon in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 236 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

7% more capital invested

Capital invested by funds: $25.4B → $27.3B (+$1.89B)

0.99% more ownership

Funds ownership: 86.63%87.61% (+0.99%)

6% less funds holding

Funds holding: 580546 (-34)

28% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 236

34% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $31.4M

Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
13.59%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.67%
New
44
Increased
171
Reduced
236
Closed
67
Calls
$16.5M
Puts
$31.4M
Net Calls
-$14.9M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
476
Hudock Inc
Pennsylvania
$124K
GLI
477
Guardian Life Insurance
New York
$120K +$808 +7 +0.7%
MCM
478
Manchester Capital Management
Vermont
$106K -$70.3K -609 -41%
FPF
479
FNY Partners Fund
New York
$106K +$104K +900 New
CFA
480
Carroll Financial Associates
North Carolina
$102K -$5.19K -45 -5%
NCM
481
New Capital Management
Texas
$88K
NFG
482
Next Financial Group
Texas
$87K +$79.6K +690 +2,091%
MDCM
483
Morgan Dempsey Capital Management
Wisconsin
$86K +$2.77K +24 +3%
RIM
484
Rampart Investment Management
Connecticut
$86K +$83.9K +727 New
CPP
485
Crow Point Partners
Massachusetts
$85K +$82.7K +717 New
PA
486
Parallel Advisors
California
$76K +$5.88K +51 +9%
WAM
487
Wealthspire Advisors (Maryland)
Maryland
$72K +$10K +87 +17%
FANJ
488
Financial Architects (New Jersey)
New Jersey
$66K +$59.2K +513 +1,350%
SGAM
489
Smith Group Asset Management
Texas
$61K -$2.31K -20 -4%
WPA
490
West Paces Advisors
Georgia
$60.9K
VCM
491
Versant Capital Management
Arizona
$58K -$115 -1 -0.2%
FPS
492
Fieldpoint Private Securities
Connecticut
$57K +$55.4K +480 New
CS
493
Credential Securities
$53.2K +$38.7K +335 +296%
AIM
494
Advantage Investment Management
Iowa
$52K +$50.8K +440 New
BIG
495
Bellwether Investment Group
Tennessee
$49K
EWM
496
Evercore Wealth Management
New York
$48K -$1.85K -16 -4%
TWA
497
TCI Wealth Advisors
Arizona
$48K -$923 -8 -2%
SIC
498
Salem Investment Counselors
North Carolina
$47K
PCP
499
Proficio Capital Partners
Massachusetts
$44K +$26.7K +231 +208%
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$40K -$11.3K -98 -23%

AON Hedge Fund Activity: Q1 2017 in Review

546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2017, worth a combined $27.3B — up 7.4% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of AON and 44 opened new positions — a net loss of 23 holders — while 236 trimmed existing stakes and 171 added.

The largest buyer was BlackRock, adding an estimated $1.71B. The largest seller was Wellington Management Group, cutting an estimated $96M.

  • 546 institutional investors held Aon (AON) as of Q1 2017, down from 580 in Q4 2016.
  • Funds reported $27.3B of Aon stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q1 2017 and 67 closed out, a net change of -23 holders.
  • The largest Aon buyer in Q1 2017 was BlackRock, an estimated $1.71B added.
  • The largest Aon seller in Q1 2017 was Wellington Management Group, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2017.