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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
476
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.14M -$423K -1,920 -28%
PFBT
477
Parkside Financial Bank & Trust
Missouri
$1.14M -$83.2K -378 -7%
NB
478
Nicolet Bankshares
Wisconsin
$1.13M
WANY
479
Wealthspire Advisors (New York)
New York
$1.13M +$149K +678 +16%
P
480
Pitcairn
Pennsylvania
$1.13M -$2.2K -10 -0.2%
PG
481
Pendal Group
Australia
$1.1M -$245K -1,113 -19%
OFG
482
Oxford Financial Group
Indiana
$1.1M
CAM
483
Cresset Asset Management
Illinois
$1.09M +$405K +1,842 +63%
CLOS
484
Compagnie Lombard Odier SCmA
Switzerland
$1.08M +$773K +3,510 +297%
AIP
485
Ameritas Investment Partners
Nebraska
$1.07M -$41.4K -188 -4%
American Century Companies
486
American Century Companies
Missouri
$1.05M +$316K +1,436 +46%
AI
487
Atria Investments
North Carolina
$1.04M +$1,000K +4,542 New
VWM
488
Venturi Wealth Management
Texas
$1.04M +$13.2K +60 +1%
ODCM
489
Old Dominion Capital Management
Virginia
$1.03M +$547K +2,487 +125%
LNC
490
Lincoln National Corp
Pennsylvania
$1.03M -$9.69K -44 -1%
BS
491
Bessemer Securities
New York
$1.03M +$445K +2,020 +82%
Bank of Nova Scotia
492
Bank of Nova Scotia
Ontario, Canada
$1.02M
MWM
493
Midwest Wealth Management
Indiana
$1.01M +$23.6K +107 +2%
EI
494
Ethic Inc
New York
$1.01M +$278K +1,264 +40%
GCMG
495
Gyroscope Capital Management Group
Florida
$995K -$21.1K -96 -2%
OSAM
496
O'Shaughnessy Asset Management
Connecticut
$995K +$101K +458 +12%
CCP
497
Corient Capital Partners
California
$992K +$50.2K +228 +6%
SVWAG
498
Sound View Wealth Advisors Group
Georgia
$984K +$81.2K +369 +9%
CG
499
Colony Group
Massachusetts
$980K +$411K +1,866 +78%
Mercer Global Advisors
500
Mercer Global Advisors
Colorado
$969K +$162K +734 +21%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.