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632 hedge funds and large institutions have $28.2B invested in Aon in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 188 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $135M | Put options by funds: $26.3M

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% less funds holding

Funds holding: 633632 (-1)

5% less capital invested

Capital invested by funds: $29.5B → $28.2B (-$1.34B)

1.38% less ownership

Funds ownership: 85.49%84.11% (-1.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

25% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 250

Holders
632
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14.47%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
61
Increased
188
Reduced
250
Closed
56
Calls
$135M
Puts
$26.3M
Net Calls
+$109M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
476
Thompson Investment Management
Wisconsin
$274K -$28K -199 -9%
ACM
477
Advisors Capital Management
New Jersey
$269K -$45.8K -325 -14%
PSUF
478
People's United Financial
Connecticut
$268K -$4.93K -35 -2%
CG
479
Colony Group
Massachusetts
$266K +$10K +71 +4%
FAAS
480
First Allied Advisory Services
California
$266K +$273K +1,937 New
SCP
481
Silverleafe Capital Partners
Tennessee
$261K
CAPTRUST Financial Advisors
482
CAPTRUST Financial Advisors
North Carolina
$261K +$11.3K +80 +4%
SS
483
Simplicity Solutions
Minnesota
$260K +$267K +1,897 New
VCM
484
Vigilant Capital Management
Maine
$251K
HI
485
HBK Investments
Texas
$247K -$56.4K -400 -18%
SFM
486
Signature Financial Management
Virginia
$245K
SIM
487
Sadoff Investment Management
Wisconsin
$241K
EA
488
Edge Advisors
Georgia
$240K
FHA
489
First Horizon Advisors
Tennessee
$240K
FCI
490
Financial Counselors Inc
Kansas
$236K +$8.45K +60 +4%
S
491
SimplyRich
California
$235K
SIM
492
Spark Investment Management
New York
$233K +$239K +1,700 New
FMT
493
First Mercantile Trust
Tennessee
$229K +$8.45K +60 +4%
SC
494
Saturna Capital
Washington
$228K
CIA
495
Capital Investment Advisors
Georgia
$227K
JWA
496
JFS Wealth Advisors
Pennsylvania
$227K
AWM
497
Altium Wealth Management
New York
$220K +$226K +1,601 New
EDRH
498
Edmond de Rothschild Holding
Switzerland
$213K -$327K -2,321 -60%
CTA
499
Chesley Taft & Associates
Illinois
$213K
MHS
500
M Holdings Securities
Oregon
$212K +$8.88K +63 +4%

AON Hedge Fund Activity: Q2 2018 in Review

632 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2018, worth a combined $28.2B — down 4.6% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AON positions and 56 closed out — a net gain of 5 holders — while 188 added to existing stakes and 250 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $202M. The largest seller was Principal Financial Group, cutting an estimated $335M.

  • 632 institutional investors held Aon (AON) as of Q2 2018, down from 633 in Q1 2018.
  • Funds reported $28.2B of Aon stock for Q2 2018, down 4.6% quarter-over-quarter.
  • 61 funds opened new Aon positions in Q2 2018 and 56 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q2 2018 was Massachusetts Financial Services, an estimated $202M added.
  • The largest Aon seller in Q2 2018 was Principal Financial Group, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2018.