We are live on ! Find out more

711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
476
Steward Partners Investment Advisory
New York
$394K -$86.8K -424 -15%
NDSI
477
Newman Dignan & Sheerar Inc
Rhode Island
$389K
DADC
478
D.A. Davidson & Co
Montana
$385K -$119K -582 -20%
HPC
479
Hobart Private Capital
North Carolina
$377K +$467K +2,283 New
FMLI
480
Fukoku Mutual Life Insurance
Japan
$363K
ECM
481
Evergreen Capital Management
Washington
$362K -$1.02K -5 -0.2%
WCAMG
482
Woodard & Company Asset Management Group
North Carolina
$358K
LOAME
483
Lombard Odier Asset Management (Europe)
United Kingdom
$349K -$112K -549 -21%
CAL
484
Capital Analysts LLC
Pennsylvania
$349K +$19.4K +95 +5%
CGL
485
Clarius Group LLC
Washington
$342K +$31.1K +152 +8%
ACM
486
AlphaCrest Capital Management
New York
$333K -$477K -2,330 -54%
TIM
487
Thompson Investment Management
Wisconsin
$330K
WMC
488
Westwood Management Corporation
Illinois
$330K
PFM
489
Parsec Financial Management
North Carolina
$328K
BAM
490
Blueshift Asset Management
New Jersey
$328K +$70.4K +344 +21%
FBFS
491
First Business Financial Services
Wisconsin
$326K
BOM
492
Bank of Marin
California
$326K +$21.9K +107 +6%
CAM
493
Cresset Asset Management
Illinois
$323K -$57.7K -282 -13%
GFP
494
Gryphon Financial Partners
Ohio
$321K +$33.6K +164 +9%
IC
495
Intersect Capital
California
$320K -$27.6K -135 -7%
IA
496
IFG Advisors
Missouri
$320K
MAFM
497
Mid Atlantic Financial Management
Pennsylvania
$319K -$300K -1,464 -43%
CM
498
Caption Management
Oklahoma
$315K +$389K +1,900 New
DWA
499
Dorsey Wright & Associates
California
$307K -$4.91K -24 -1%
VCM
500
Vigilant Capital Management
Maine
$302K

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.