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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
476
Tokio Marine Asset Management
Japan
$1.33M +$28.9K +89 +2%
SLI
477
Sumitomo Life Insurance
Japan
$1.32M -$117K -360 -9%
AI
478
AXS Investments
New York
$1.32M -$974 -3 -0.1%
LC
479
Lindbrook Capital
California
$1.31M -$3.25K -10 -0.3%
CCM
480
Coldstream Capital Management
Washington
$1.31M +$3.57K +11 +0.3%
CT
481
Chicago Trust
Illinois
$1.31M -$156K -480 -11%
SP
482
Symmetry Partners
Connecticut
$1.29M
DGAM
483
Desjardins Global Asset Management
Quebec, Canada
$1.29M +$137K +423 +13%
LGF
484
LGT Group Foundation
Liechtenstein
$1.29M
AAM
485
Advisors Asset Management
Colorado
$1.28M +$11.4K +35 +1%
OIA
486
OneDigital Investment Advisors
Kansas
$1.28M -$24.7K -76 -2%
AMCA
487
Arthur M. Cohen & Associates
Illinois
$1.28M -$47.1K -145 -4%
DWM
488
Dakota Wealth Management
Florida
$1.27M -$1.06M -3,262 -47%
QI
489
Qtron Investments
Massachusetts
$1.25M +$119K +367 +11%
SLA
490
Silver Lake Advisory
Utah
$1.25M
CAM
491
Cubic Asset Management
Massachusetts
$1.25M
BHWM
492
Bar Harbor Wealth Management
New Hampshire
$1.24M -$8.44K -26 -0.7%
MAS
493
Meeder Advisory Services
Ohio
$1.23M +$171K +528 +17%
SVWAG
494
Sound View Wealth Advisors Group
Georgia
$1.23M +$3.57K +11 +0.3%
FAB
495
First American Bank
Illinois
$1.21M
SWP
496
Stratos Wealth Partners
Ohio
$1.2M +$133K +408 +13%
BB
497
Busey Bank
Illinois
$1.18M -$23.7K -73 -2%
AAB
498
ABN AMRO Bank
Netherlands
$1.18M
NW
499
NewEdge Wealth
Pennsylvania
$1.17M +$82.5K +254 +8%
DWT
500
Dorsey & Whitney Trust
South Dakota
$1.17M +$10.4K +32 +0.9%

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.