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696 hedge funds and large institutions have $39.4B invested in Aon in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

12% more capital invested

Capital invested by funds: $35.1B → $39.4B (+$4.23B)

11% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 71

0% less funds holding

Funds holding: 698696 (-2)

0.92% less ownership

Funds ownership: 85.78%84.86% (-0.92%)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

39% less call options, than puts

Call options by funds: $52.8M | Put options by funds: $86M

Holders
696
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
15.12%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.8%
New
79
Increased
214
Reduced
271
Closed
71
Calls
$52.8M
Puts
$86M
Net Calls
-$33.2M
Net Calls Change
-$35.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Circle Wealth Management
New Jersey
$367K +$345K +1,904 New
DWA
502
Dorsey Wright & Associates
California
$361K +$32.4K +179 +11%
BBNA
503
Bremer Bank National Association
Minnesota
$359K -$34.8K -192 -9%
AI
504
Atria Investments
North Carolina
$357K +$341K +1,882 New
CG
505
Colony Group
Massachusetts
$356K -$22.5K -124 -6%
CAM
506
Cresset Asset Management
Illinois
$353K -$19.2K -106 -5%
FHA
507
First Horizon Advisors
Tennessee
$353K
VCM
508
Vigilant Capital Management
Maine
$353K
JIC
509
Joel Isaacson & Co
New York
$350K -$50K -276 -13%
FT
510
Fiduciary Trust
Massachusetts
$348K
CIA
511
Capital Investment Advisors
Georgia
$342K +$21.2K +117 +7%
OC
512
Oppenheimer & Co
New York
$342K +$321K +1,774 New
QCG
513
Quadrant Capital Group
Ohio
$341K
GFP
514
Gryphon Financial Partners
Ohio
$336K +$316K +1,743 New
AWM
515
AE Wealth Management
Kansas
$334K +$314K +1,731 New
SVWAG
516
Sound View Wealth Advisors Group
Georgia
$331K +$311K +1,715 New
S
517
SimplyRich
California
$330K +$310K +1,711 New
RC
518
RegentAtlantic Capital
New Jersey
$330K +$310K +1,712 New
FCI
519
Financial Counselors Inc
Kansas
$328K +$21.4K +118 +7%
NL
520
NWAM LLC
Washington
$326K
AAMA
521
Advanced Asset Management Advisors
Ohio
$323K +$725 +4 +0.2%
NPF
522
Norris Perne & French
Michigan
$321K -$17.2K -95 -5%
SC
523
Saturna Capital
Washington
$321K
SIM
524
Sadoff Investment Management
Wisconsin
$320K
JWA
525
JFS Wealth Advisors
Pennsylvania
$319K

AON Hedge Fund Activity: Q2 2019 in Review

696 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2019, worth a combined $39.4B — up 12% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AON positions and 71 closed out — a net gain of 8 holders — while 214 added to existing stakes and 271 trimmed.

The largest buyer was USS Investment Management, opening a new position worth an estimated $201M. The largest seller was Artisan Partners, cutting an estimated $114M.

  • 696 institutional investors held Aon (AON) as of Q2 2019, down from 698 in Q1 2019.
  • Funds reported $39.4B of Aon stock for Q2 2019, up 12% quarter-over-quarter.
  • 79 funds opened new Aon positions in Q2 2019 and 71 closed out, a net change of +8 holders.
  • The largest Aon buyer in Q2 2019 was USS Investment Management, an estimated $201M added.
  • The largest Aon seller in Q2 2019 was Artisan Partners, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.