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857 hedge funds and large institutions have $47B invested in Aon in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 304 increasing their positions, 288 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 52

126% more call options, than puts

Call options by funds: $179M | Put options by funds: $79.2M

7% more funds holding

Funds holding: 803857 (+54)

2.25% more ownership

Funds ownership: 95.22%97.47% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 288

3% more capital invested

Capital invested by funds: $45.5B → $47B (+$1.5B)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

Holders
857
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
15.17%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.5%
New
119
Increased
304
Reduced
288
Closed
52
Calls
$179M
Puts
$79.2M
Net Calls
+$100M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
476
Lincoln National Corp
Pennsylvania
$955K +$1.63K +8 +0.2%
AIM
477
Aigen Investment Management
New York
$947K +$915K +4,483 New
VWM
478
Venturi Wealth Management
Texas
$941K +$107K +524 +13%
GCMG
479
Gyroscope Capital Management Group
Florida
$934K -$19.4K -95 -2%
Bank of Nova Scotia
480
Bank of Nova Scotia
Ontario, Canada
$934K
MWM
481
Midwest Wealth Management
Indiana
$909K +$879K +4,303 New
AFA
482
Abacus FCF Advisors
Florida
$905K -$948K -4,641 -52%
CAM
483
Cubic Asset Management
Massachusetts
$903K
WANY
484
Wealthspire Advisors (New York)
New York
$896K +$7.15K +35 +0.8%
RC
485
RBF Capital
California
$866K
EIP
486
Ellis Investment Partners
Pennsylvania
$865K -$6.33K -31 -0.8%
VIA
487
Vident Investment Advisory
Georgia
$863K -$283K -1,386 -25%
KAS
488
Kestra Advisory Services
Texas
$863K +$839K +4,108 +6,041%
CCP
489
Corient Capital Partners
California
$862K +$23.9K +117 +3%
LFAS
490
Level Four Advisory Services
Texas
$848K +$34.9K +171 +4%
PWA
491
Providence Wealth Advisors
Illinois
$842K
KWA
492
KCS Wealth Advisory
California
$832K +$8.98K +44 +1%
ACA
493
Atlas Capital Advisors
Wyoming
$828K +$800K +3,917 New
GFP
494
Gryphon Financial Partners
Ohio
$827K -$59.2K -290 -7%
SVWAG
495
Sound View Wealth Advisors Group
Georgia
$826K +$58K +284 +8%
HW
496
Hancock Whitney
Mississippi
$824K -$33.1K -162 -4%
STB
497
S&T Bank
Pennsylvania
$823K +$795K +3,895 New
OSAM
498
O'Shaughnessy Asset Management
Connecticut
$816K +$116K +567 +17%
SS
499
Simplicity Solutions
Minnesota
$803K -$79.4K -389 -9%
BCP
500
Blue Chip Partners
Michigan
$802K +$1.84K +9 +0.2%

AON Hedge Fund Activity: Q4 2020 in Review

857 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2020, worth a combined $47B — up 3.3% from $45.5B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new AON positions and 52 closed out — a net gain of 67 holders — while 304 added to existing stakes and 288 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $237M. The largest seller was Longview Partners, cutting an estimated $218M.

  • 857 institutional investors held Aon (AON) as of Q4 2020, up from 803 in Q3 2020.
  • Funds reported $47B of Aon stock for Q4 2020, up 3.3% quarter-over-quarter.
  • 119 funds opened new Aon positions in Q4 2020 and 52 closed out, a net change of +67 holders.
  • The largest Aon buyer in Q4 2020 was GQG Partners, an estimated $237M added.
  • The largest Aon seller in Q4 2020 was Longview Partners, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2020.