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533 hedge funds and large institutions have $24.7B invested in Aon in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 27

64% more call options, than puts

Call options by funds: $39.9M | Put options by funds: $24.3M

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

6% more funds holding

Funds holding: 502533 (+31)

5% more capital invested

Capital invested by funds: $23.5B → $24.7B (+$1.18B)

1.15% more ownership

Funds ownership: 84.14%85.29% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
14.22%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
68
Increased
177
Reduced
193
Closed
27
Calls
$39.9M
Puts
$24.3M
Net Calls
+$15.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
501
Central Trust Company
Missouri
$15K
S
502
SignatureFD
Georgia
$15K
TDC
503
Thompson Davis & Co
Virginia
$15K +$1.27K +12 +9%
MFW
504
Mosaic Family Wealth
Missouri
$13K
MWP
505
MYCIO Wealth Partners
Pennsylvania
$13K +$3.7K +35 +40%
FANJ
506
Financial Architects (New Jersey)
New Jersey
$13K +$7.93K +75 +153%
CHP
507
Cable Hill Partners
Oregon
$13K +$12.4K +117 New
CAW
508
Cornerstone Advisors (Washington)
Washington
$12K
NYLT
509
New York Life Trust
New York
$12K +$12.1K +114 New
PCM
510
Penserra Capital Management
California
$10K +$3.28K +31 +49%
EFSCE
511
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
SWA
512
Sutton Wealth Advisors
Florida
$8.3K
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$7.65K -$14.9K -141 -67%
ZB
514
Zions Bancorporation
Utah
$7K -$3.07K -29 -31%
RFA
515
Reilly Financial Advisors
California
$7K
PCP
516
Proficio Capital Partners
Massachusetts
$7K +$1.27K +12 +22%
WTB
517
Washington Trust Bank
Washington
$6K
FAM
518
Fortaleza Asset Management
Illinois
$5K
TFO
519
Tarbox Family Office
California
$4K
SF
520
Synovus Financial
Georgia
$3K -$13.2K -125 -80%
ASN
521
Advisory Services Network
Georgia
$3K
HCM
522
Herndon Capital Management
Georgia
$3K +$2.54K +24 New
PRS
523
Pinkerton Retirement Specialists
Idaho
$3K +$2.75K +26 New
SA
524
SRH Advisors
Kansas
$2K
M
525
MOTCO
Texas
$2K +$2.01K +19 New

AON Hedge Fund Activity: Q2 2016 in Review

533 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2016, worth a combined $24.7B — up 5% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AON positions and 27 closed out — a net gain of 41 holders — while 177 added to existing stakes and 193 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $410M. The largest seller was Norges Bank, cutting an estimated $261M.

  • 533 institutional investors held Aon (AON) as of Q2 2016, up from 502 in Q1 2016.
  • Funds reported $24.7B of Aon stock for Q2 2016, up 5% quarter-over-quarter.
  • 68 funds opened new Aon positions in Q2 2016 and 27 closed out, a net change of +41 holders.
  • The largest Aon buyer in Q2 2016 was Massachusetts Financial Services, an estimated $410M added.
  • The largest Aon seller in Q2 2016 was Norges Bank, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2016.