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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
501
Cornerstone Advisors (Washington)
Washington
$224K
PLFAM
502
Pineno Levin & Ford Asset Management
Virginia
$223K +$212K +1,450 New
SFSIG
503
San Francisco Sentry Investment Group
California
$219K +$43.6K +298 +26%
CAMG
504
CWA Asset Management Group
Florida
$213K -$209K -1,430 -51%
OMC
505
Overbrook Management Corp
New York
$212K +$202K +1,380 New
TCOO
506
Trust Company of Oklahoma
Oklahoma
$209K -$19.7K -135 -9%
CT
507
Chicago Trust
Illinois
$208K +$197K +1,350 New
WPW
508
Winthrop Partners - WNY
New York
$208K
PFPT
509
Pinnacle Financial Partners (Tennessee)
Tennessee
$207K +$197K +1,349 New
TI
510
Trexquant Investment
Connecticut
$206K -$1.38M -9,453 -88%
SFPIA
511
Stevens First Principles Investment Advisors
California
$203K
HTC
512
Haverford Trust Company
Pennsylvania
$202K +$192K +1,314 New
QCMC
513
Quantum Capital Management (California)
California
$201K +$191K +1,308 New
FHA
514
Flagship Harbor Advisors
Massachusetts
$199K
TNBTD
515
Trustmark National Bank Trust Department
Mississippi
$199K +$190K +1,296 New
BCA
516
Bray Capital Advisors
Florida
$193K
RA
517
Rational Advisors
New York
$185K -$18.1K -124 -9%
ARMT
518
Amica Retiree Medical Trust
Rhode Island
$178K
GRP
519
Global Retirement Partners
California
$173K
ACA
520
Atlas Capital Advisors
Wyoming
$168K
HI
521
Hudock Inc
Pennsylvania
$163K +$293 +2 +0.2%
TPWA
522
TRUE Private Wealth Advisors
Oregon
$163K +$155K +1,058 New
BAM
523
Belpointe Asset Management
Nevada
$161K +$153K +1,044 New
SIAS
524
Shine Investment Advisory Services
Colorado
$159K
VFA
525
Valeo Financial Advisors
Indiana
$156K -$731 -5 -0.5%

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.