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989 hedge funds and large institutions have $56.2B invested in Aon in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 282 increasing their positions, 381 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 61

15% more call options, than puts

Call options by funds: $176M | Put options by funds: $154M

9% more funds holding

Funds holding: 909989 (+80)

1% less capital invested

Capital invested by funds: $56.9B → $56.2B (-$718M)

3.15% less ownership

Funds ownership: 88.41%85.25% (-3.2%)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

26% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 381

Holders
989
Holders Change
+80
Holders Change %
+8.8%
% of All Funds
15.22%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.43%
New
153
Increased
282
Reduced
381
Closed
61
Calls
$176M
Puts
$154M
Net Calls
+$22.4M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
501
KCS Wealth Advisory
California
$1.09M -$9.29K -31 -0.8%
IA
502
IndexIQ Advisors
New York
$1.09M -$40.5K -135 -4%
GLA
503
Good Life Advisors
Pennsylvania
$1.08M
CLOS
504
Compagnie Lombard Odier SCmA
Switzerland
$1.08M -$192K -640 -15%
Capstone Investment Advisors
505
Capstone Investment Advisors
New York
$1.06M +$1.06M +3,539 New
FAB
506
First American Bank
Illinois
$1.05M
BB
507
Busey Bank
Illinois
$1.04M
PA
508
Profund Advisors
Maryland
$1.03M +$30.6K +102 +3%
LGF
509
LGT Group Foundation
Liechtenstein
$1.02M +$1.02M +3,400 New
AI
510
Accredited Investors
Minnesota
$1.02M -$7.2K -24 -0.7%
SWP
511
Stratos Wealth Partners
Ohio
$1.01M +$202K +673 +25%
WF
512
WoodTrust Financial
Wisconsin
$1.01M +$92.9K +310 +10%
HSBC Holdings
513
HSBC Holdings
United Kingdom
$1M -$2.5M -8,334 -72%
DADC
514
D.A. Davidson & Co
Montana
$986K -$5.4K -18 -0.5%
MHIC
515
Marble Harbor Investment Counsel
Massachusetts
$984K
SFI
516
Siemens Fonds Invest
Germany
$961K +$600 +2 +0.1%
BC
517
Bartlett & Co
Ohio
$947K
BCWM
518
Bartlett & Co Wealth Management
Ohio
$947K
HFAS
519
Hummer Financial Advisory Services
Illinois
$942K
STB
520
S&T Bank
Pennsylvania
$937K -$234K -779 -20%
FF
521
FourThought Financial
Florida
$932K -$57.9K -193 -6%
CCM
522
Coldstream Capital Management
Washington
$932K +$182K +608 +24%
Luther King Capital Management (LKCM)
523
Luther King Capital Management (LKCM)
Texas
$927K
NP
524
NorthRock Partners
Minnesota
$923K +$485K +1,618 +111%
COI
525
Connable Office Inc
Michigan
$921K -$600 -2 -0.1%

AON Hedge Fund Activity: Q4 2021 in Review

989 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2021, worth a combined $56.2B — down 1.3% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AON positions and 61 closed out — a net gain of 92 holders — while 282 added to existing stakes and 381 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $453M. The largest seller was BlackRock, cutting an estimated $508M.

  • 989 institutional investors held Aon (AON) as of Q4 2021, up from 909 in Q3 2021.
  • Funds reported $56.2B of Aon stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 153 funds opened new Aon positions in Q4 2021 and 61 closed out, a net change of +92 holders.
  • The largest Aon buyer in Q4 2021 was Viking Global Investors, an estimated $453M added.
  • The largest Aon seller in Q4 2021 was BlackRock, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2021.