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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
501
Scotia Capital
Ontario, Canada
$962K -$75.5K -343 -8%
ESCM
502
Echo Street Capital Management
New York
$962K +$920K +4,179 New
Cetera Investment Advisers
503
Cetera Investment Advisers
Illinois
$956K -$269K -1,220 -23%
RC
504
RBF Capital
California
$943K
TC
505
Toews Corporation
New Jersey
$943K +$903K +4,100 New
PWA
506
Providence Wealth Advisors
Illinois
$938K
EIP
507
Ellis Investment Partners
Pennsylvania
$937K -$5.72K -26 -0.6%
JG
508
Jefferies Group
New York
$931K -$11M -50,194 -93%
HW
509
Hancock Whitney
Mississippi
$926K +$28K +127 +3%
CAM
510
Cubic Asset Management
Massachusetts
$925K -$55.7K -253 -6%
KWA
511
KCS Wealth Advisory
California
$912K +$5.94K +27 +0.7%
LFAS
512
Level Four Advisory Services
Texas
$911K -$12.8K -58 -1%
GFP
513
Gryphon Financial Partners
Ohio
$904K +$2.2K +10 +0.3%
BAIA
514
Bel Air Investment Advisors
California
$901K +$862K +3,915 New
YIH
515
Y-Intercept (HK)
Hong Kong
$898K +$852K +3,871 New
STB
516
S&T Bank
Pennsylvania
$896K
HWA
517
Heritage Wealth Advisors
Virginia
$894K -$1.37M -6,211 -62%
SCA
518
Snowden Capital Advisors
New York
$891K +$274K +1,246 +47%
BCP
519
Blue Chip Partners
Michigan
$876K +$1.76K +8 +0.2%
CWM
520
Circle Wealth Management
New Jersey
$875K -$9.93M -45,126 -92%
LCM
521
Logan Capital Management
Pennsylvania
$863K
AIC
522
Ameritas Investment Company
Nebraska
$863K +$825K +3,750 New
AG
523
AlphaSimPlex Group
Massachusetts
$841K
IC
524
Intersect Capital
California
$837K +$13.2K +60 +2%
IA
525
IndexIQ Advisors
New York
$825K +$88.9K +404 +13%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.