We are live on ! Find out more

632 hedge funds and large institutions have $28.2B invested in Aon in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 188 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $135M | Put options by funds: $26.3M

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% less funds holding

Funds holding: 633632 (-1)

5% less capital invested

Capital invested by funds: $29.5B → $28.2B (-$1.34B)

1.38% less ownership

Funds ownership: 85.49%84.11% (-1.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

25% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 250

Holders
632
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14.47%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
61
Increased
188
Reduced
250
Closed
56
Calls
$135M
Puts
$26.3M
Net Calls
+$109M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CPH
501
C Partners Holding
Switzerland
$210K -$5.21K -37 -2%
QCG
502
Quadrant Capital Group
Ohio
$210K -$4.65K -33 -2%
THWM
503
Taylor Hoffman Wealth Management
Virginia
$210K
JIC
504
Joel Isaacson & Co
New York
$209K
CIBC World Market
505
CIBC World Market
Ontario, Canada
$209K +$214K +1,522 New
Marshall Wace
506
Marshall Wace
United Kingdom
$208K +$214K +1,520 New
AF
507
Allworth Financial
California
$207K
CPSAC
508
Chas P. Smith & Associates (CPS)
Florida
$206K
MAM
509
Morse Asset Management
Connecticut
$206K
BP
510
Ballentine Partners
Massachusetts
$206K +$3.8K +27 +2%
TCOO
511
Trust Company of Oklahoma
Oklahoma
$205K -$53.8K -382 -20%
LSAG
512
Lake Street Advisors Group
New Hampshire
$204K -$132K -934 -39%
DC
513
Davenport & Co
Virginia
$202K
Mariner
514
Mariner
Kansas
$201K +$207K +1,468 New
CAW
515
Cornerstone Advisors (Washington)
Washington
$199K +$1.13K +8 +0.6%
CPIG
516
Chicago Partners Investment Group
Illinois
$197K +$202K +1,434 New
WPW
517
Winthrop Partners - WNY
New York
$185K
SFPIA
518
Stevens First Principles Investment Advisors
California
$181K +$6.62K +47 +4%
RA
519
Rational Advisors
New York
$181K +$184K +1,305 +6,868%
C
520
Cerebellum
California
$180K +$185K +1,315 New
FHA
521
Flagship Harbor Advisors
Massachusetts
$176K +$181K +1,285 New
BCA
522
Bray Capital Advisors
Florida
$172K
CS
523
Credential Securities
$169K +$10.3K +73 +6%
FMLI
524
Fukoku Mutual Life Insurance
Japan
$165K +$56.4K +400 +50%
ARMT
525
Amica Retiree Medical Trust
Rhode Island
$159K

AON Hedge Fund Activity: Q2 2018 in Review

632 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2018, worth a combined $28.2B — down 4.6% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AON positions and 56 closed out — a net gain of 5 holders — while 188 added to existing stakes and 250 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $202M. The largest seller was Principal Financial Group, cutting an estimated $335M.

  • 632 institutional investors held Aon (AON) as of Q2 2018, down from 633 in Q1 2018.
  • Funds reported $28.2B of Aon stock for Q2 2018, down 4.6% quarter-over-quarter.
  • 61 funds opened new Aon positions in Q2 2018 and 56 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q2 2018 was Massachusetts Financial Services, an estimated $202M added.
  • The largest Aon seller in Q2 2018 was Principal Financial Group, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2018.