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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SLA
501
Silver Lake Advisory
Utah
$1.14M +$1.12M +3,623 New
FTDI
502
First Trust Direct Indexing
Massachusetts
$1.14M +$44K +142 +4%
BHWM
503
Bar Harbor Wealth Management
New Hampshire
$1.14M -$19.8K -64 -2%
CAM
504
Cubic Asset Management
Massachusetts
$1.14M -$71.2K -230 -6%
TRCT
505
Tower Research Capital (TRC)
New York
$1.12M -$351K -1,133 -24%
SVWAG
506
Sound View Wealth Advisors Group
Georgia
$1.12M +$29.1K +94 +3%
BB
507
Busey Bank
Illinois
$1.1M
FAB
508
First American Bank
Illinois
$1.1M
WC
509
Wexford Capital
Florida
$1.08M +$1.06M +3,439 New
CWM
510
Calamos Wealth Management
Illinois
$1.08M -$58.2K -188 -5%
PTC
511
Private Trust Company
Ohio
$1.07M -$7.74K -25 -0.7%
AAB
512
ABN AMRO Bank
Netherlands
$1.07M +$1.05M +3,402 New
BBHC
513
Brown Brothers Harriman & Co
New York
$1.06M -$4.02K -13 -0.4%
DWT
514
Dorsey & Whitney Trust
South Dakota
$1.06M +$76.1K +246 +8%
PVI
515
Pine Valley Investments
New Jersey
$1.06M +$1.04M +3,347 New
AIP
516
Ameritas Investment Partners
Nebraska
$1.06M +$619 +2 +0.1%
BW
517
Bison Wealth
Georgia
$1.05M -$4.33K -14 -0.4%
DGAM
518
Desjardins Global Asset Management
Quebec, Canada
$1.04M +$171K +553 +20%
QI
519
Qtron Investments
Massachusetts
$1.03M +$181K +586 +22%
TAF
520
Tredje AP-fonden
Sweden
$1.03M -$2.58M -8,339 -72%
MYAM
521
Meiji Yasuda Asset Management
Japan
$1.03M -$1M -3,244 -50%
AFA
522
Abacus FCF Advisors
Florida
$1.02M -$228K -738 -19%
BL
523
Balentine LLC
Georgia
$1.01M -$102K -331 -9%
VC
524
Vestor Capital
Illinois
$1.01M
EGM
525
Engineers Gate Manager
New York
$1.01M -$1.29M -4,179 -57%

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.