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580 hedge funds and large institutions have $25.4B invested in Aon in 2016 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 178 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 38

114% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $11.8M

11% more funds holding

Funds holding: 523580 (+57)

2.38% more ownership

Funds ownership: 84.25%86.63% (+2.4%)

2% more capital invested

Capital invested by funds: $24.9B → $25.4B (+$517M)

13% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 205

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

Holders
580
Holders Change
+57
Holders Change %
+10.9%
% of All Funds
14.5%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.63%
New
106
Increased
178
Reduced
205
Closed
38
Calls
$25.4M
Puts
$11.8M
Net Calls
+$13.5M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
526
Parallel Advisors
California
$65K +$65K +583 New
SGAM
527
Smith Group Asset Management
Texas
$59K -$4.46K -40 -7%
WAM
528
Wealthspire Advisors (Maryland)
Maryland
$58K +$4.12K +37 +8%
WPA
529
West Paces Advisors
Georgia
$57.2K +$57.2K +513 New
VCM
530
Versant Capital Management
Arizona
$55K -$10.4K -93 -16%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$48K +$10.9K +98 +29%
EWM
532
Evercore Wealth Management
New York
$47K +$1.78K +16 +4%
TWA
533
TCI Wealth Advisors
Arizona
$46K
BIG
534
Bellwether Investment Group
Tennessee
$46K +$45.6K +409 New
PHK
535
Point72 Hong Kong
Hong Kong
$46K +$45.7K +410 New
SIC
536
Salem Investment Counselors
North Carolina
$45K
OFS
537
Orrstown Financial Services
Pennsylvania
$41K +$13.9K +125 +53%
HR
538
Howe & Rusling
New York
$38K -$111 -1 -0.3%
WTC
539
WhitTier Trust Company
Nevada
$37K -$12.3K -110 -25%
MAM
540
Magellan Asset Management
Australia
$37K +$37.4K +336 New
HCC
541
Hirtle Callaghan & Co
Pennsylvania
$36K -$23.9K -214 -40%
OC
542
Oakworth Capital
Alabama
$35K +$9.03K +81 +36%
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$31K
GAM
544
Gemmer Asset Management
California
$30K
EWM
545
Endurance Wealth Management
Rhode Island
$25K
PCM
546
Penserra Capital Management
California
$22K +$4.68K +42 +27%
CHP
547
Cable Hill Partners
Oregon
$19K
ST
548
Smithfield Trust
Pennsylvania
$18K
TDC
549
Thompson Davis & Co
Virginia
$16K
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K