We are live on ! Find out more

585 hedge funds and large institutions have $32.3B invested in Aon in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 45

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

9% more capital invested

Capital invested by funds: $29.8B → $32.3B (+$2.57B)

7% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $19.5M

1% more funds holding

Funds holding: 580585 (+5)

0.98% less ownership

Funds ownership: 85.44%84.46% (-0.98%)

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 227

Holders
585
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
14.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.92%
New
57
Increased
186
Reduced
227
Closed
45
Calls
$20.8M
Puts
$19.5M
Net Calls
+$1.31M
Net Calls Change
+$9.45M
Name Holding Trade Value Shares
Change
Change in
Stake
JFL
501
Jarislowsky, Fraser Ltd
Quebec, Canada
$211K +$202K +1,450 New
AAM
502
Auxier Asset Management
Oregon
$206K +$197K +1,412 New
BHC
503
Bowen Hanes & Co
Florida
$202K +$193K +1,380 New
QCG
504
Quadrant Capital Group
Ohio
$201K -$34.3K -246 -15%
WJA
505
Williams Jones & Associates
New York
$201K +$192K +1,375 New
CAW
506
Cornerstone Advisors (Washington)
Washington
$195K -$4.88K -35 -3%
FIM
507
Foresters Investment Management
New York
$194K +$185K +1,328 New
DCM
508
Dupont Capital Management
Delaware
$189K +$180K +1,292 New
SFPIA
509
Stevens First Principles Investment Advisors
California
$186K
SFSIG
510
San Francisco Sentry Investment Group
California
$165K +$3.77K +27 +2%
CCM
511
Covington Capital Management
California
$159K +$152K +1,087 New
HI
512
Hudock Inc
Pennsylvania
$154K +$279 +2 +0.2%
GRP
513
Global Retirement Partners
California
$153K
BTIS
514
BB&T Investment Services
North Carolina
$136K +$60.3K +432 +71%
CSS
515
Cubist Systematic Strategies
Connecticut
$133K -$1.16M -8,348 -90%
MCM
516
Manchester Capital Management
Vermont
$130K
FPS
517
Fieldpoint Private Securities
Connecticut
$121K +$115K +825 New
CFA
518
Carroll Financial Associates
North Carolina
$119K
NCM
519
New Capital Management
Texas
$108K
VFA
520
Valeo Financial Advisors
Indiana
$105K +$101K +721 New
WAM
521
Wealthspire Advisors (Maryland)
Maryland
$102K +$4.05K +29 +4%
PA
522
Parallel Advisors
California
$101K -$3.91K -28 -4%
MAM
523
Magellan Asset Management
Australia
$91K -$31K -222 -26%
CS
524
Credential Securities
$87.8K +$17.2K +123 +26%
GLI
525
Guardian Life Insurance
New York
$86K

AON Hedge Fund Activity: Q3 2017 in Review

585 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2017, worth a combined $32.3B — up 8.6% from $29.8B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AON positions and 45 closed out — a net gain of 12 holders — while 186 added to existing stakes and 227 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $92.4M. The largest seller was Harris Associates, cutting an estimated $131M.

  • 585 institutional investors held Aon (AON) as of Q3 2017, up from 580 in Q2 2017.
  • Funds reported $32.3B of Aon stock for Q3 2017, up 8.6% quarter-over-quarter.
  • 57 funds opened new Aon positions in Q3 2017 and 45 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q3 2017 was Wellington Management Group, an estimated $92.4M added.
  • The largest Aon seller in Q3 2017 was Harris Associates, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.