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Aon
AON

Overview Fund Activity

799 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, 287 increasing their positions, 257 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+52
Holders Change %
+6.96%
% of All Funds
16.16%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
120
Increased
287
Reduced
257
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$898M
2
IFP
Independent Franchise Partners
United Kingdom
+$555M
3
BWA
Brave Warrior Advisors
New York
+$273M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$254M
5
MG
Meritage Group
California
+$174M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$322M
2
Citadel Advisors
Citadel Advisors
Florida
-$287M
3
DZ Bank
DZ Bank
Germany
-$273M
4
State Street
State Street
Massachusetts
-$265M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
501
Essex Financial Services
Connecticut
$654K -$3.51K -17 -0.5%
KPW
502
Kore Private Wealth
New York
$633K +$633K +3,066 New
AL
503
Arnhold LLC
New York
$630K – – –
DSC
504
Duncker Streett & Co
Missouri
$627K – – –
Fiera Capital (Canada)
505
Fiera Capital (Canada)
Quebec, Canada
$622K – – –
FMWA
506
Forvis Mazars Wealth Advisors
Missouri
$615K +$36.5K +177 +6%
SC
507
SRB Corp
Massachusetts
$615K +$615K +2,978 New
CFGS
508
Concourse Financial Group Securities
Alabama
$610K +$28.2K +137 +5%
FAAS
509
First Allied Advisory Services
California
$599K -$15.3K -74 -2%
JF
510
Jump Financial
Illinois
$598K +$598K +2,900 New
KA
511
Kintegral Advisory
New York
$594K -$19.2K -93 -3%
ML
512
McAdam LLC
Pennsylvania
$591K – – –
AIA
513
Armor Investment Advisors
North Carolina
$591K +$1.24K +6 +0.2%
EI
514
Ethic Inc
New York
$581K +$24.7K +120 +4%
PMFA
515
Plante Moran Financial Advisors
Michigan
$567K – – –
CAM
516
Cresset Asset Management
Illinois
$567K +$54.3K +263 +11%
FDCDDQ
517
Federation des caisses Desjardins du Quebec
Quebec, Canada
$565K +$23.9K +116 +4%
BHTS
518
Bar Harbor Trust Services
Maine
$560K +$560K +2,716 New
HPC
519
Hobart Private Capital
North Carolina
$559K +$33K +160 +6%
YWP
520
YorkBridge Wealth Partners
New York
$554K – – –
AIA
521
Alera Investment Advisors
Illinois
$554K – – –
SWP
522
Stratos Wealth Partners
Ohio
$550K -$88.3K -428 -14%
CP
523
Covenant Partners
Tennessee
$550K +$550K +2,666 New
CC
524
Chicago Capital
Illinois
$536K – – –
IAN
525
Integrated Advisors Network
Texas
$535K -$12.4K -60 -2%
19 20
21
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