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Aon
AON

490 hedge funds and large institutions have $23.1B invested in Aon in 2014 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 150 increasing their positions, 193 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 25

20% more call options, than puts

Call options by funds: $149M | Put options by funds: $124M

9% more funds holding

Funds holding: 451 → 490 (+39)

8% more capital invested

Capital invested by funds: $21.4B → $23.1B (+$1.72B)

1.45% more ownership

Funds ownership: 84.27% → 85.72% (+1.4%)

8% less funds holding in top 10

Funds holding in top 10: 24 → 22 (-2)

22% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 193

Holders
490
Holders Change
+39
Holders Change %
+8.65%
% of All Funds
13.07%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
69
Increased
150
Reduced
193
Closed
25
Calls
$149M
Puts
$124M
Net Calls
+$25.2M
Net Calls Change
-$48.9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$354M
2
Lazard Asset Management
Lazard Asset Management
New York
+$176M
3
Norges Bank
Norges Bank
Norway
+$166M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$103M
5
Principal Financial Group
Principal Financial Group
Iowa
+$59.2M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$376M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$146M
3
O
OppenheimerFunds
New York
-$139M
4
VM
Valinor Management
New York
-$94.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$91.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital Fund Management (CFM)
501
Capital Fund Management (CFM)
France
– -$2.68M -30,610 Closed
AC
502
Andromeda Capital
New York
– -$1.84M -21,000 Closed
FMT
503
First Mercantile Trust
Tennessee
– -$804K -9,170 Closed
NI
504
Numeric Investors
Massachusetts
– -$780K -8,900 Closed
Two Sigma Advisers
505
Two Sigma Advisers
New York
– -$390K -4,454 Closed
CG
506
Clinton Group
New York
– -$217K -2,473 Closed
HTC
507
Haverford Trust Company
Pennsylvania
– -$210K -2,400 Closed
Verition Fund Management
508
Verition Fund Management
Connecticut
– -$206K -2,346 Closed
PHK
509
Point72 Hong Kong
Hong Kong
– -$119K -1,359 Closed
LBG
510
Lloyds Banking Group
United Kingdom
– -$115K -1,317 Closed
BG
511
Bollard Group
Massachusetts
– -$60K -682 Closed
LWM
512
Lenox Wealth Management
Ohio
– -$33K -374 Closed
SFSIG
513
San Francisco Sentry Investment Group
California
– -$31K -355 Closed
JIR
514
James Investment Research
Ohio
– -$31K -350 Closed
WA
515
Waverly Advisors
Alabama
– -$6K -69 Closed
KT
516
Kanaly Trust
Texas
– -$3K -38 Closed
17 18 19 20
21

AON Hedge Fund Activity: Q4 2014 in Review

490 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2014, worth a combined $23.1B — up 8% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AON positions and 25 closed out — a net gain of 44 holders — while 150 added to existing stakes and 193 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $354M. The largest seller was Artisan Partners, cutting an estimated $376M.

  • 490 institutional investors held Aon (AON) as of Q4 2014, up from 451 in Q3 2014.
  • Funds reported $23.1B of Aon stock for Q4 2014, up 8% quarter-over-quarter.
  • 69 funds opened new Aon positions in Q4 2014 and 25 closed out, a net change of +44 holders.
  • The largest Aon buyer in Q4 2014 was Boston Partners, an estimated $354M added.
  • The largest Aon seller in Q4 2014 was Artisan Partners, an estimated $376M sold.

Based on aggregated 13F filings for Q4 2014.