We are live on ! Find out more

502 hedge funds and large institutions have $23.5B invested in Aon in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 163 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $11.1M

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0% more capital invested

Capital invested by funds: $23.5B → $23.5B (+$16.7M)

1% less funds holding

Funds holding: 507502 (-5)

2% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 57

1.98% less ownership

Funds ownership: 86.12%84.14% (-2%)

19% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 202

Holders
502
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
13.38%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
56
Increased
163
Reduced
202
Closed
57
Calls
$20.9M
Puts
$11.1M
Net Calls
+$9.79M
Net Calls Change
+$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
501
Burt Wealth Advisors
Maryland
$1K +$468 +5 New
EWM
502
Endurance Wealth Management
Rhode Island
$24
PCM
503
Penserra Capital Management
California
$6 -$468 -5 -7%
B
504
BloombergSen
Ontario, Canada
-$67.9M -735,842 Closed
ACM
505
Atlanta Capital Management
Georgia
-$36.4M -394,939 Closed
Westfield Capital Management
506
Westfield Capital Management
Massachusetts
-$36.2M -392,745 Closed
Mackenzie Financial
507
Mackenzie Financial
Ontario, Canada
-$19.2M -208,420 Closed
FCM
508
Freshford Capital Management
New York
-$12.1M -130,697 Closed
PCM
509
Portolan Capital Management
Massachusetts
-$11M -119,742 Closed
CA
510
Cortland Associates
Missouri
-$8.33M -90,366 Closed
CSS
511
Cubist Systematic Strategies
Connecticut
-$4.41M -47,856 Closed
MIC
512
MU Investments Company
Japan
-$4.21M -45,800 Closed
SCM
513
Stevens Capital Management
Pennsylvania
-$3.98M -43,109 Closed
SAM
514
Strategy Asset Managers
California
-$3.01M -32,623 Closed
OI
515
Oakbrook Investments
Illinois
-$2.75M -29,776 Closed
GCP
516
GSA Capital Partners
United Kingdom
-$2.33M -25,211 Closed
Capital Fund Management (CFM)
517
Capital Fund Management (CFM)
France
-$2.24M -24,288 Closed
HSBC Holdings
518
HSBC Holdings
United Kingdom
-$1.93M -20,882 Closed
PP
519
Paloma Partners
Connecticut
-$1.55M -16,851 Closed
LW
520
Linscomb Wealth
Texas
-$1.47M -15,891 Closed
Marshall Wace
521
Marshall Wace
United Kingdom
-$1.46M -15,852 Closed
FP
522
FDO Partners
Massachusetts
-$1.45M -15,771 Closed
RIL
523
Rothschild Investment LLC
Illinois
-$1.41M -15,238 Closed
QT
524
Quantbot Technologies
New York
-$1.26M -13,664 Closed
TP
525
Truvvo Partners
New York
-$1.08M -11,700 Closed

AON Hedge Fund Activity: Q1 2016 in Review

502 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2016, worth a combined $23.5B — up 0.07% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AON and 56 opened new positions — a net loss of 1 holder — while 202 trimmed existing stakes and 163 added.

The largest buyer was Artisan Partners, adding an estimated $295M. The largest seller was Southeastern Asset Management, cutting an estimated $635M.

  • 502 institutional investors held Aon (AON) as of Q1 2016, down from 507 in Q4 2015.
  • Funds reported $23.5B of Aon stock for Q1 2016, up 0.07% quarter-over-quarter.
  • 56 funds opened new Aon positions in Q1 2016 and 57 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q1 2016 was Artisan Partners, an estimated $295M added.
  • The largest Aon seller in Q1 2016 was Southeastern Asset Management, an estimated $635M sold.

Based on aggregated 13F filings for Q1 2016.