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Aon
AON

803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751 → 803 (+52)

2.73% more ownership

Funds ownership: 92.49% → 95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 36 → 36 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$869M
2
IFP
Independent Franchise Partners
United Kingdom
+$537M
3
BWA
Brave Warrior Advisors
New York
+$264M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$246M
5
MG
Meritage Group
California
+$169M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$312M
2
Citadel Advisors
Citadel Advisors
Florida
-$278M
3
DZ Bank
DZ Bank
Germany
-$264M
4
State Street
State Street
Massachusetts
-$257M
5
N
Nuveen
North Carolina
-$218M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Trading
476
Walleye Trading
New York
$800K -$808K -4,047 -51%
LFAS
477
Level Four Advisory Services
Texas
$793K -$42.5K -213 -5%
BSB
478
Bangor Savings Bank
Maine
$785K -$39.9K -200 -5%
CWM
479
Confluence Wealth Management
Oregon
$784K +$809K +4,049 New
BCP
480
Blue Chip Partners
Michigan
$782K +$1.6K +8 +0.2%
LCM
481
Logan Capital Management
Pennsylvania
$756K – – –
Mercer Global Advisors
482
Mercer Global Advisors
Colorado
$752K -$15K -75 -2%
SVWAG
483
Sound View Wealth Advisors Group
Georgia
$748K +$19.6K +98 +3%
NP
484
NorthRock Partners
Minnesota
$743K -$93.7K -469 -12%
TCM
485
Twin Capital Management
Pennsylvania
$741K -$8.99K -45 -1%
QI
486
QS Investors
New York
$740K -$27.8K -139 -4%
IC
487
Intersect Capital
California
$740K +$364K +1,825 +104%
CI
488
Conning Inc
Connecticut
$728K +$3.99K +20 +0.6%
FAB
489
First American Bank
Illinois
$722K – – –
BC
490
Bartlett & Co
Ohio
$712K -$195K -975 -22%
BCWM
491
Bartlett & Co Wealth Management
Ohio
$712K -$195K -975 -22%
MWM
492
Mission Wealth Management
California
$710K – – –
LWAC
493
Laurel Wealth Advisors (California)
California
$705K – – –
HFAS
494
Hummer Financial Advisory Services
Illinois
$704K – – –
DADC
495
D.A. Davidson & Co
Montana
$698K +$132K +660 +24%
COI
496
Connable Office Inc
Michigan
$686K +$664K +3,324 New
PA
497
Profund Advisors
Maryland
$684K -$60.5K -303 -8%
DWT
498
Dorsey & Whitney Trust
South Dakota
$684K +$15.6K +78 +2%
WCM
499
Weld Capital Management
New York
$683K +$661K +3,311 New
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$680K +$419K +2,098 +175%
18 19
20
21 22

AON Hedge Fund Activity: Q3 2020 in Review

803 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2020, worth a combined $45.5B — up 11% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AON positions and 65 closed out — a net gain of 55 holders — while 290 added to existing stakes and 258 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $869M. The largest seller was Goldman Sachs, cutting an estimated $312M.

  • 803 institutional investors held Aon (AON) as of Q3 2020, up from 751 in Q2 2020.
  • Funds reported $45.5B of Aon stock for Q3 2020, up 11% quarter-over-quarter.
  • 120 funds opened new Aon positions in Q3 2020 and 65 closed out, a net change of +55 holders.
  • The largest Aon buyer in Q3 2020 was WCM Investment Management, an estimated $869M added.
  • The largest Aon seller in Q3 2020 was Goldman Sachs, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2020.