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752 hedge funds and large institutions have $41.1B invested in Aon in 2020 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 250 increasing their positions, 230 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 104

26% more capital invested

Capital invested by funds: $32.5B → $41.1B (+$8.6B)

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

7.91% more ownership

Funds ownership: 84.58%92.49% (+7.9%)

6% more funds holding

Funds holding: 712752 (+40)

9% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 230

8% more call options, than puts

Call options by funds: $137M | Put options by funds: $127M

Holders
752
Holders Change
+40
Holders Change %
+5.62%
% of All Funds
15.42%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.74%
New
151
Increased
250
Reduced
230
Closed
104
Calls
$137M
Puts
$127M
Net Calls
+$9.83M
Net Calls Change
-$48.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
476
NuWave Investment Management
New Jersey
$575K +$461K +2,475 +518%
FAAS
477
First Allied Advisory Services
California
$573K +$555K +2,976 New
KA
478
Kintegral Advisory
New York
$572K
NFG
479
Nations Financial Group
Iowa
$570K +$1.3K +7 +0.2%
GFP
480
Gryphon Financial Partners
Ohio
$570K +$188K +1,008 +52%
Millennium Management
481
Millennium Management
New York
$559K -$16.9M -90,669 -97%
BFIM
482
Beese Fulmer Investment Management
Ohio
$557K +$539K +2,890 New
ML
483
McAdam LLC
Pennsylvania
$552K
AIA
484
Armor Investment Advisors
North Carolina
$551K +$533K +2,861 New
CFGS
485
Concourse Financial Group Securities
Alabama
$544K +$526K +2,822 New
HAG
486
HighPoint Advisor Group
Illinois
$543K -$5.03K -27 -0.9%
BRWA
487
B. Riley Wealth Advisors
Florida
$542K -$191K -1,025 -27%
FMWA
488
Forvis Mazars Wealth Advisors
Missouri
$540K -$11.4K -61 -2%
PMFA
489
Plante Moran Financial Advisors
Michigan
$530K +$186 +1 +0%
DADC
490
D.A. Davidson & Co
Montana
$524K +$77.1K +414 +18%
ACA
491
Atlas Capital Advisors
Wyoming
$522K -$437K -2,345 -46%
EI
492
Ethic Inc
New York
$520K -$133K -716 -21%
YWP
493
YorkBridge Wealth Partners
New York
$517K -$16.8K -90 -3%
AIA
494
Alera Investment Advisors
Illinois
$517K
IAN
495
Integrated Advisors Network
Texas
$511K -$31.9K -171 -6%
PPCM
496
Pillar Pacific Capital Management
California
$505K
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
$505K -$10.8K -58 -2%
CC
498
Chicago Capital
Illinois
$501K +$484K +2,600 New
VWM
499
Venturi Wealth Management
Texas
$499K +$483K +2,590 New
D.E. Shaw & Co
500
D.E. Shaw & Co
New York
$497K -$1.25M -6,717 -72%

AON Hedge Fund Activity: Q2 2020 in Review

752 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2020, worth a combined $41.1B — up 26% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new AON positions and 104 closed out — a net gain of 47 holders — while 250 added to existing stakes and 230 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $853M. The largest seller was Lazard Asset Management, cutting an estimated $404M.

  • 752 institutional investors held Aon (AON) as of Q2 2020, up from 712 in Q1 2020.
  • Funds reported $41.1B of Aon stock for Q2 2020, up 26% quarter-over-quarter.
  • 151 funds opened new Aon positions in Q2 2020 and 104 closed out, a net change of +47 holders.
  • The largest Aon buyer in Q2 2020 was Artisan Partners, an estimated $853M added.
  • The largest Aon seller in Q2 2020 was Lazard Asset Management, an estimated $404M sold.

Based on aggregated 13F filings for Q2 2020.