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580 hedge funds and large institutions have $29.8B invested in Aon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 184 increasing their positions, 228 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 32

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

9% more capital invested

Capital invested by funds: $27.3B → $29.8B (+$2.47B)

6% more funds holding

Funds holding: 546580 (+34)

2.18% less ownership

Funds ownership: 87.61%85.44% (-2.2%)

19% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 228

38% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $21.6M

Holders
580
Holders Change
+34
Holders Change %
+6.23%
% of All Funds
14.46%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.85%
New
69
Increased
184
Reduced
228
Closed
32
Calls
$13.5M
Puts
$21.6M
Net Calls
-$8.14M
Net Calls Change
+$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
501
Foster & Motley
Ohio
$202K +$192K +1,520 New
JIC
502
Joel Isaacson & Co
New York
$202K +$192K +1,522 New
DF
503
Donoghue Forlines
Massachusetts
$200K +$190K +1,504 New
AF
504
Allworth Financial
California
$200K +$190K +1,506 New
CAW
505
Cornerstone Advisors (Washington)
Washington
$182K
SFPIA
506
Stevens First Principles Investment Advisors
California
$169K
SFSIG
507
San Francisco Sentry Investment Group
California
$146K +$139K +1,100 New
GRP
508
Global Retirement Partners
California
$139K
HI
509
Hudock Inc
Pennsylvania
$139K +$253 +2 +0.2%
MLFP
510
MPS Loria Financial Planners
Illinois
$139K +$126K +1,000 New
PFPT
511
Pinnacle Financial Partners (Tennessee)
Tennessee
$126K +$120K +948 New
MCM
512
Manchester Capital Management
Vermont
$119K
MAM
513
Magellan Asset Management
Australia
$113K +$56.1K +444 +110%
CFA
514
Carroll Financial Associates
North Carolina
$108K -$5.56K -44 -5%
PFO
515
Pathstone Family Office
New Jersey
$108K +$101K +801 +6,675%
FT
516
Fiduciary Trust
Massachusetts
$108K +$102K +810 New
PA
517
Parallel Advisors
California
$102K +$13.4K +106 +17%
NFG
518
Next Financial Group
Texas
$96K
MDCM
519
Morgan Dempsey Capital Management
Wisconsin
$93K -$3.03K -24 -3%
WAM
520
Wealthspire Advisors (Maryland)
Maryland
$89K +$7.84K +62 +10%
NCM
521
New Capital Management
Texas
$88K
GLI
522
Guardian Life Insurance
New York
$78K -$53.9K -426 -42%
WTC
523
WhitTier Trust Company
Nevada
$76K +$30.3K +240 +73%
BTIS
524
BB&T Investment Services
North Carolina
$72K +$32.4K +256 +73%
WPA
525
West Paces Advisors
Georgia
$68.2K

AON Hedge Fund Activity: Q2 2017 in Review

580 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2017, worth a combined $29.8B — up 9% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AON positions and 32 closed out — a net gain of 37 holders — while 184 added to existing stakes and 228 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $369M. The largest seller was Harris Associates, cutting an estimated $240M.

  • 580 institutional investors held Aon (AON) as of Q2 2017, up from 546 in Q1 2017.
  • Funds reported $29.8B of Aon stock for Q2 2017, up 9% quarter-over-quarter.
  • 69 funds opened new Aon positions in Q2 2017 and 32 closed out, a net change of +37 holders.
  • The largest Aon buyer in Q2 2017 was Janus Henderson Group, an estimated $369M added.
  • The largest Aon seller in Q2 2017 was Harris Associates, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2017.