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803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751803 (+52)

2.73% more ownership

Funds ownership: 92.49%95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
501
Marble Harbor Investment Counsel
Massachusetts
$675K
HBT
502
Hills Bank & Trust
Iowa
$668K -$2K -10 -0.3%
RE
503
RBC Europe
United Kingdom
$662K
GSBTD
504
Glenview State Bank Trust Department
Illinois
$659K -$69.9K -350 -10%
EFS
505
Essex Financial Services
Connecticut
$654K -$3.4K -17 -0.5%
KPW
506
Kore Private Wealth
New York
$633K +$612K +3,066 New
AL
507
Arnhold LLC
New York
$630K
DSC
508
Duncker Streett & Co
Missouri
$627K
Fiera Capital (Canada)
509
Fiera Capital (Canada)
Quebec, Canada
$622K
FMWA
510
Forvis Mazars Wealth Advisors
Missouri
$615K +$35.3K +177 +6%
SC
511
SRB Corp
Massachusetts
$615K +$595K +2,978 New
CFGS
512
Concourse Financial Group Securities
Alabama
$610K +$27.4K +137 +5%
FAAS
513
First Allied Advisory Services
California
$599K -$14.8K -74 -2%
JF
514
Jump Financial
Illinois
$598K +$579K +2,900 New
KA
515
Kintegral Advisory
New York
$594K -$18.6K -93 -3%
ML
516
McAdam LLC
Pennsylvania
$591K
AIA
517
Armor Investment Advisors
North Carolina
$591K +$1.2K +6 +0.2%
EI
518
Ethic Inc
New York
$581K +$24K +120 +4%
PMFA
519
Plante Moran Financial Advisors
Michigan
$567K
CAM
520
Cresset Asset Management
Illinois
$567K +$52.5K +263 +11%
FDCDDQ
521
Federation des caisses Desjardins du Quebec
Quebec, Canada
$565K +$23.2K +116 +4%
BHTS
522
Bar Harbor Trust Services
Maine
$560K +$542K +2,716 New
HPC
523
Hobart Private Capital
North Carolina
$559K +$32K +160 +6%
AIA
524
Alera Investment Advisors
Illinois
$554K
YWP
525
YorkBridge Wealth Partners
New York
$554K

AON Hedge Fund Activity: Q3 2020 in Review

803 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2020, worth a combined $45.5B — up 11% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AON positions and 65 closed out — a net gain of 55 holders — while 290 added to existing stakes and 258 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $869M. The largest seller was Goldman Sachs, cutting an estimated $312M.

  • 803 institutional investors held Aon (AON) as of Q3 2020, up from 751 in Q2 2020.
  • Funds reported $45.5B of Aon stock for Q3 2020, up 11% quarter-over-quarter.
  • 120 funds opened new Aon positions in Q3 2020 and 65 closed out, a net change of +55 holders.
  • The largest Aon buyer in Q3 2020 was WCM Investment Management, an estimated $869M added.
  • The largest Aon seller in Q3 2020 was Goldman Sachs, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2020.