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989 hedge funds and large institutions have $56.2B invested in Aon in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 282 increasing their positions, 381 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 61

15% more call options, than puts

Call options by funds: $176M | Put options by funds: $154M

9% more funds holding

Funds holding: 909989 (+80)

1% less capital invested

Capital invested by funds: $56.9B → $56.2B (-$718M)

3.15% less ownership

Funds ownership: 88.41%85.25% (-3.2%)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

26% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 381

Holders
989
Holders Change
+80
Holders Change %
+8.8%
% of All Funds
15.22%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.43%
New
153
Increased
282
Reduced
381
Closed
61
Calls
$176M
Puts
$154M
Net Calls
+$22.4M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
476
Raymond James Trust
Florida
$1.28M -$201K -671 -14%
GCC
477
Game Creek Capital
Massachusetts
$1.28M -$74.9K -250 -6%
SVWAG
478
Sound View Wealth Advisors Group
Georgia
$1.28M -$57.6K -192 -4%
BS
479
Bessemer Securities
New York
$1.26M -$652K -2,176 -34%
PCS
480
Personal CFO Solutions
New Jersey
$1.24M -$17.7K -59 -1%
RC
481
RBF Capital
California
$1.23M
EIP
482
Ellis Investment Partners
Pennsylvania
$1.22M
CA
483
Cortland Associates
Missouri
$1.21M -$27.7M -92,553 -96%
AFA
484
Abacus FCF Advisors
Florida
$1.21M -$521K -1,738 -30%
CAM
485
Cubic Asset Management
Massachusetts
$1.21M
GCMG
486
Gyroscope Capital Management Group
Florida
$1.2M -$16.5K -55 -1%
AC
487
Apogem Capital
New York
$1.18M -$540K -1,800 -31%
TCM
488
Teza Capital Management
Illinois
$1.18M +$844K +2,814 +252%
BCP
489
Blue Chip Partners
Michigan
$1.15M +$2.1K +7 +0.2%
SIA
490
Schechter Investment Advisors
Michigan
$1.14M +$1.14M +3,803 New
PWA
491
Providence Wealth Advisors
Illinois
$1.13M
LCM
492
Logan Capital Management
Pennsylvania
$1.13M
IC
493
Intersect Capital
California
$1.13M +$5.4K +18 +0.5%
BHTS
494
Bar Harbor Trust Services
Maine
$1.12M -$8.99K -30 -0.8%
IRF
495
IBM Retirement Fund
New York
$1.12M -$780K -2,602 -41%
MWM
496
Mission Wealth Management
California
$1.12M +$108K +360 +11%
PAM
497
Panagora Asset Management
Massachusetts
$1.12M -$5.73M -19,104 -84%
PI
498
PEAK6 Investments
Illinois
$1.11M -$3.53M -11,778 -76%
TSWM
499
Tyler-Stone Wealth Management
Ohio
$1.09M +$1.09M +3,632 New
SLA
500
Silver Lake Advisory
Utah
$1.09M

AON Hedge Fund Activity: Q4 2021 in Review

989 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2021, worth a combined $56.2B — down 1.3% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AON positions and 61 closed out — a net gain of 92 holders — while 282 added to existing stakes and 381 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $453M. The largest seller was BlackRock, cutting an estimated $508M.

  • 989 institutional investors held Aon (AON) as of Q4 2021, up from 909 in Q3 2021.
  • Funds reported $56.2B of Aon stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 153 funds opened new Aon positions in Q4 2021 and 61 closed out, a net change of +92 holders.
  • The largest Aon buyer in Q4 2021 was Viking Global Investors, an estimated $453M added.
  • The largest Aon seller in Q4 2021 was BlackRock, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2021.