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580 hedge funds and large institutions have $29.8B invested in Aon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 184 increasing their positions, 228 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 32

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

9% more capital invested

Capital invested by funds: $27.3B → $29.8B (+$2.47B)

6% more funds holding

Funds holding: 546580 (+34)

2.18% less ownership

Funds ownership: 87.61%85.44% (-2.2%)

19% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 228

38% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $21.6M

Holders
580
Holders Change
+34
Holders Change %
+6.23%
% of All Funds
14.46%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.85%
New
69
Increased
184
Reduced
228
Closed
32
Calls
$13.5M
Puts
$21.6M
Net Calls
-$8.14M
Net Calls Change
+$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
476
Edge Advisors
Georgia
$272K
TIM
477
Thompson Investment Management
Wisconsin
$266K
FHA
478
First Horizon Advisors
Tennessee
$253K -$37.9K -300 -14%
TI
479
Trexquant Investment
Connecticut
$253K +$240K +1,900 New
SBH
480
Segall Bryant & Hamill
Illinois
$251K +$239K +1,890 New
CTA
481
Chesley Taft & Associates
Illinois
$247K
FHA
482
Flagship Harbor Advisors
Massachusetts
$247K
FDCDDQ
483
Federation des caisses Desjardins du Quebec
Quebec, Canada
$245K -$6.83K -54 -3%
SIM
484
Sadoff Investment Management
Wisconsin
$239K
CRC
485
Curi RMB Capital
Illinois
$239K +$228K +1,800 New
NLI
486
Nippon Life Insurance
Japan
$232K -$1.68M -13,253 -88%
BAM
487
Bruderman Asset Management
New York
$229K +$379 +3 +0.2%
BP
488
Ballentine Partners
Massachusetts
$225K +$205K +1,619 New
JWA
489
JFS Wealth Advisors
Pennsylvania
$220K
HHAA
490
Henry H. Armstrong Associates
Pennsylvania
$220K +$209K +1,652 New
CIA
491
Capital Investment Advisors
Georgia
$220K +$209K +1,656 New
QCG
492
Quadrant Capital Group
Ohio
$216K +$4.8K +38 +2%
QCMC
493
Quantum Capital Management (California)
California
$215K +$204K +1,614 New
AssetMark Inc
494
AssetMark Inc
California
$214K -$88K -696 -30%
KIA
495
KCM Investment Advisors
California
$214K +$204K +1,610 New
MC
496
Miles Capital
Iowa
$210K +$200K +1,580 New
PP
497
Prudential plc
United Kingdom
$208K +$197K +1,562 New
HTC
498
Haverford Trust Company
Pennsylvania
$207K +$197K +1,558 New
MIS
499
Morningstar Investment Services
Illinois
$204K +$194K +1,537 New
MCM
500
Mitchell Capital Management
Kansas
$202K +$192K +1,519 New

AON Hedge Fund Activity: Q2 2017 in Review

580 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2017, worth a combined $29.8B — up 9% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AON positions and 32 closed out — a net gain of 37 holders — while 184 added to existing stakes and 228 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $369M. The largest seller was Harris Associates, cutting an estimated $240M.

  • 580 institutional investors held Aon (AON) as of Q2 2017, up from 546 in Q1 2017.
  • Funds reported $29.8B of Aon stock for Q2 2017, up 9% quarter-over-quarter.
  • 69 funds opened new Aon positions in Q2 2017 and 32 closed out, a net change of +37 holders.
  • The largest Aon buyer in Q2 2017 was Janus Henderson Group, an estimated $369M added.
  • The largest Aon seller in Q2 2017 was Harris Associates, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2017.