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752 hedge funds and large institutions have $41.1B invested in Aon in 2020 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 250 increasing their positions, 230 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 104

26% more capital invested

Capital invested by funds: $32.5B → $41.1B (+$8.6B)

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

7.91% more ownership

Funds ownership: 84.58%92.49% (+7.9%)

6% more funds holding

Funds holding: 712752 (+40)

9% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 230

8% more call options, than puts

Call options by funds: $137M | Put options by funds: $127M

Holders
752
Holders Change
+40
Holders Change %
+5.62%
% of All Funds
15.42%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.74%
New
151
Increased
250
Reduced
230
Closed
104
Calls
$137M
Puts
$127M
Net Calls
+$9.83M
Net Calls Change
-$48.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
501
Hobart Private Capital
North Carolina
$491K +$49.6K +266 +12%
CAM
502
Cozad Asset Management
Illinois
$487K
CQS
503
Credential Qtrade Securities
$486K +$22.7K +122 +5%
AWM
504
Altium Wealth Management
New York
$484K +$468K +2,512 New
HA
505
Harbor Advisors
Florida
$482K +$466K +2,500 New
NSIM
506
North Star Investment Management
Illinois
$479K -$14K -75 -3%
CAM
507
Cresset Asset Management
Illinois
$478K +$98K +526 +27%
Federated Hermes
508
Federated Hermes
Pennsylvania
$476K -$13.8K -74 -3%
RG
509
Rikoon Group
New Mexico
$459K +$444K +2,381 New
SPIA
510
Steward Partners Investment Advisory
New York
$454K -$6.71K -36 -2%
MAFM
511
Mid Atlantic Financial Management
Pennsylvania
$447K +$71.9K +386 +20%
QCG
512
Quadrant Capital Group
Ohio
$442K -$122K -654 -22%
SXL
513
Summit X LLC
Missouri
$432K +$418K +2,241 New
GT
514
Greenleaf Trust
Michigan
$429K -$227K -1,216 -35%
PP
515
PDT Partners
New York
$424K +$411K +2,203 New
RC
516
RegentAtlantic Capital
New Jersey
$418K +$107K +576 +36%
WPW
517
Waldron Private Wealth
Pennsylvania
$417K -$60.2K -323 -13%
CT
518
Chicago Trust
Illinois
$417K +$124K +668 +45%
MC
519
Maverick Capital
Texas
$415K +$402K +2,157 New
CCA
520
Checchi Capital Advisers
California
$414K +$400K +2,149 New
ECM
521
Evergreen Capital Management
Washington
$409K -$12.5K -67 -3%
TIM
522
Thompson Investment Management
Wisconsin
$385K
WMC
523
Westwood Management Corporation
Illinois
$385K
PFM
524
Parsec Financial Management
North Carolina
$382K
CAL
525
Capital Analysts LLC
Pennsylvania
$381K -$25.2K -135 -6%

AON Hedge Fund Activity: Q2 2020 in Review

752 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2020, worth a combined $41.1B — up 26% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new AON positions and 104 closed out — a net gain of 47 holders — while 250 added to existing stakes and 230 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $853M. The largest seller was Lazard Asset Management, cutting an estimated $404M.

  • 752 institutional investors held Aon (AON) as of Q2 2020, up from 712 in Q1 2020.
  • Funds reported $41.1B of Aon stock for Q2 2020, up 26% quarter-over-quarter.
  • 151 funds opened new Aon positions in Q2 2020 and 104 closed out, a net change of +47 holders.
  • The largest Aon buyer in Q2 2020 was Artisan Partners, an estimated $853M added.
  • The largest Aon seller in Q2 2020 was Lazard Asset Management, an estimated $404M sold.

Based on aggregated 13F filings for Q2 2020.