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546 hedge funds and large institutions have $27.3B invested in Aon in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 236 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

7% more capital invested

Capital invested by funds: $25.4B → $27.3B (+$1.89B)

0.99% more ownership

Funds ownership: 86.63%87.61% (+0.99%)

6% less funds holding

Funds holding: 580546 (-34)

28% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 236

34% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $31.4M

Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
13.59%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.67%
New
44
Increased
171
Reduced
236
Closed
67
Calls
$16.5M
Puts
$31.4M
Net Calls
-$14.9M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BTIS
501
BB&T Investment Services
North Carolina
$40K +$40.4K +350 New
WTC
502
WhitTier Trust Company
Nevada
$39K
HR
503
Howe & Rusling
New York
$38K -$2.08K -18 -5%
HCC
504
Hirtle Callaghan & Co
Pennsylvania
$38K
OFS
505
Orrstown Financial Services
Pennsylvania
$37K -$5.19K -45 -13%
ST
506
Smithfield Trust
Pennsylvania
$36K +$16.7K +145 +91%
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$33K -$115 -1 -0.4%
GAM
508
Gemmer Asset Management
California
$32K
EWM
509
Endurance Wealth Management
Rhode Island
$27K
CLOS
510
Compagnie Lombard Odier SCmA
Switzerland
$24K -$104K -900 -82%
OC
511
Oakworth Capital
Alabama
$20K -$16.2K -140 -45%
CHP
512
Cable Hill Partners
Oregon
$19K -$692 -6 -4%
TDC
513
Thompson Davis & Co
Virginia
$17K
ASN
514
Advisory Services Network
Georgia
$16K +$15.1K +131 New
JFGIW
515
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K -$1.39K -12 -9%
MWM
516
Mascoma Wealth Management
New Hampshire
$12K
AAF
517
Andra AP-fonden
Sweden
$10.7K +$612K +5,300 +6%
SWA
518
Sutton Wealth Advisors
Florida
$9.02K
CTC
519
Central Trust Company
Missouri
$9K
EFSCE
520
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
RFA
521
Reilly Financial Advisors
California
$8K
WA
522
Winfield Associates
Ohio
$8K +$7.73K +67 New
WEC
523
Winslow Evans & Crocker
Massachusetts
$7.24K
OAM
524
Oppenheimer Asset Management
New York
$7K +$5.88K +51 New
GBT
525
Grove Bank & Trust
Florida
$6K

AON Hedge Fund Activity: Q1 2017 in Review

546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2017, worth a combined $27.3B — up 7.4% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of AON and 44 opened new positions — a net loss of 23 holders — while 236 trimmed existing stakes and 171 added.

The largest buyer was BlackRock, adding an estimated $1.71B. The largest seller was Wellington Management Group, cutting an estimated $96M.

  • 546 institutional investors held Aon (AON) as of Q1 2017, down from 580 in Q4 2016.
  • Funds reported $27.3B of Aon stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q1 2017 and 67 closed out, a net change of -23 holders.
  • The largest Aon buyer in Q1 2017 was BlackRock, an estimated $1.71B added.
  • The largest Aon seller in Q1 2017 was Wellington Management Group, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2017.