We are live on ! Find out more

585 hedge funds and large institutions have $32.3B invested in Aon in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 45

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

9% more capital invested

Capital invested by funds: $29.8B → $32.3B (+$2.57B)

7% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $19.5M

1% more funds holding

Funds holding: 580585 (+5)

0.98% less ownership

Funds ownership: 85.44%84.46% (-0.98%)

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 227

Holders
585
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
14.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.92%
New
57
Increased
186
Reduced
227
Closed
45
Calls
$20.8M
Puts
$19.5M
Net Calls
+$1.31M
Net Calls Change
+$9.45M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
476
Sadoff Investment Management
Wisconsin
$263K
FHA
477
First Horizon Advisors
Tennessee
$256K -$20.9K -150 -8%
EA
478
Edge Advisors
Georgia
$255K -$41.9K -300 -15%
GC
479
Gilbert & Cook
Iowa
$250K -$350K -2,506 -59%
FDCDDQ
480
Federation des caisses Desjardins du Quebec
Quebec, Canada
$249K -$19.4K -139 -8%
PM
481
Parametrica Management
Hong Kong
$247K -$161K -1,154 -41%
CIA
482
Capital Investment Advisors
Georgia
$242K
HTC
483
Haverford Trust Company
Pennsylvania
$242K +$13.3K +95 +6%
HHAA
484
Henry H. Armstrong Associates
Pennsylvania
$241K
JWA
485
JFS Wealth Advisors
Pennsylvania
$241K
PC
486
Palo Capital
California
$240K +$229K +1,642 New
PP
487
Prudential plc
United Kingdom
$239K +$9.91K +71 +5%
KIA
488
KCM Investment Advisors
California
$235K
DCM
489
Driehaus Capital Management
Illinois
$233K +$222K +1,593 New
BAM
490
Bruderman Asset Management
New York
$227K -$23.4K -168 -10%
MIS
491
Morningstar Investment Services
Illinois
$225K
JIC
492
Joel Isaacson & Co
New York
$222K
QCMC
493
Quantum Capital Management (California)
California
$221K -$14K -100 -6%
AF
494
Allworth Financial
California
$220K
CPSAC
495
Chas P. Smith & Associates (CPS)
Florida
$219K +$209K +1,500 New
MAM
496
Morse Asset Management
Connecticut
$219K +$209K +1,500 New
BP
497
Ballentine Partners
Massachusetts
$218K -$18.7K -134 -8%
MHS
498
M Holdings Securities
Oregon
$217K +$207K +1,483 New
MCM
499
Mitchell Capital Management
Kansas
$213K -$8.79K -63 -4%
PLFAM
500
Pineno Levin & Ford Asset Management
Virginia
$212K +$202K +1,450 New

AON Hedge Fund Activity: Q3 2017 in Review

585 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2017, worth a combined $32.3B — up 8.6% from $29.8B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AON positions and 45 closed out — a net gain of 12 holders — while 186 added to existing stakes and 227 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $92.4M. The largest seller was Harris Associates, cutting an estimated $131M.

  • 585 institutional investors held Aon (AON) as of Q3 2017, up from 580 in Q2 2017.
  • Funds reported $32.3B of Aon stock for Q3 2017, up 8.6% quarter-over-quarter.
  • 57 funds opened new Aon positions in Q3 2017 and 45 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q3 2017 was Wellington Management Group, an estimated $92.4M added.
  • The largest Aon seller in Q3 2017 was Harris Associates, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.