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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EMG
476
Ellington Management Group
Connecticut
$277K -$453K -3,100 -63%
Janney Montgomery Scott
477
Janney Montgomery Scott
Pennsylvania
$277K -$96.4K -659 -27%
SFM
478
Signature Financial Management
Virginia
$275K
SIM
479
Sadoff Investment Management
Wisconsin
$270K
FHA
480
First Horizon Advisors
Tennessee
$269K
CQS
481
Credential Qtrade Securities
$266K +$253K +1,733 New
DC
482
Davenport & Co
Virginia
$265K +$36.6K +250 +17%
FCI
483
Financial Counselors Inc
Kansas
$264K
S
484
SimplyRich
California
$263K
IA
485
Icon Advisers
Colorado
$261K +$248K +1,695 New
SC
486
Saturna Capital
Washington
$256K
CIA
487
Capital Investment Advisors
Georgia
$255K
JWA
488
JFS Wealth Advisors
Pennsylvania
$254K
MHS
489
M Holdings Securities
Oregon
$254K +$15.2K +104 +7%
AWM
490
Altium Wealth Management
New York
$248K +$2.05K +14 +0.9%
CTA
491
Chesley Taft & Associates
Illinois
$238K
QCG
492
Quadrant Capital Group
Ohio
$237K
THWM
493
Taylor Hoffman Wealth Management
Virginia
$235K
JIC
494
Joel Isaacson & Co
New York
$234K
AF
495
Allworth Financial
California
$232K
APG
496
Abacus Planning Group
South Carolina
$232K +$221K +1,511 New
CPSAC
497
Chas P. Smith & Associates (CPS)
Florida
$231K
MAM
498
Morse Asset Management
Connecticut
$231K
Mariner
499
Mariner
Kansas
$230K +$3.8K +26 +2%
OAM
500
Oppenheimer Asset Management
New York
$226K +$215K +1,473 New

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.