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1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
501
Ellis Investment Partners
Pennsylvania
$1.32M
SFI
502
Siemens Fonds Invest
Germany
$1.31M +$487K +1,473 +58%
SW
503
SteelPeak Wealth
California
$1.29M +$1.32M +3,986 New
DTL
504
Dynamic Technology Lab
Singapore
$1.29M +$1.31M +3,969 New
RJT
505
Raymond James Trust
Florida
$1.28M -$10.9K -33 -0.8%
IFU
506
iSAM Funds (UK)
United Kingdom
$1.28M +$1.3M +3,935 New
FIM
507
Freedom Investment Management
Connecticut
$1.27M -$952K -2,876 -42%
CAS
508
CTC Alternative Strategies
Illinois
$1.26M +$1.29M +3,900 New
P
509
Pitcairn
Pennsylvania
$1.26M -$6.62K -20 -0.5%
BCP
510
Blue Chip Partners
Michigan
$1.26M +$2.32K +7 +0.2%
LC
511
Lindbrook Capital
California
$1.24M +$9.6K +29 +0.8%
GCMG
512
Gyroscope Capital Management Group
Florida
$1.24M -$331K -999 -21%
SLI
513
Sumitomo Life Insurance
Japan
$1.23M -$17.5K -53 -1%
SVWAG
514
Sound View Wealth Advisors Group
Georgia
$1.22M +$66.5K +201 +6%
CCM
515
Coldstream Capital Management
Washington
$1.21M -$19.5K -59 -2%
AI
516
AXS Investments
New York
$1.21M -$32.1K -97 -3%
AMCA
517
Arthur M. Cohen & Associates
Illinois
$1.2M
FRM
518
Fox Run Management
Connecticut
$1.2M +$896K +2,707 +276%
OTPPB
519
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.19M +$318K +960 +35%
MG
520
Mather Group
Illinois
$1.19M -$250K -757 -17%
DWM
521
Dakota Wealth Management
Florida
$1.19M +$331 +1 +0%
BBHC
522
Brown Brothers Harriman & Co
New York
$1.19M +$141K +425 +13%
NW
523
NewEdge Wealth
Pennsylvania
$1.17M +$67.8K +205 +6%
CAM
524
Cubic Asset Management
Massachusetts
$1.17M
FAB
525
First American Bank
Illinois
$1.15M +$13.2K +40 +1%

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.