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546 hedge funds and large institutions have $27.3B invested in Aon in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 236 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

7% more capital invested

Capital invested by funds: $25.4B → $27.3B (+$1.89B)

0.99% more ownership

Funds ownership: 86.63%87.61% (+0.99%)

6% less funds holding

Funds holding: 580546 (-34)

28% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 236

34% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $31.4M

Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
13.59%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.67%
New
44
Increased
171
Reduced
236
Closed
67
Calls
$16.5M
Puts
$31.4M
Net Calls
-$14.9M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
526
Fred Alger Management
New York
$6K +$5.42K +47 New
IAS
527
INR Advisory Services
Pennsylvania
$6K +$5.77K +50 New
OFW
528
Omnia Family Wealth
Florida
$5K
CIR
529
Clear Investment Research
Georgia
$5K +$4.38K +38 New
WIM
530
Westside Investment Management
California
$4.05K
SF
531
Synovus Financial
Georgia
$4K
TFO
532
Tarbox Family Office
California
$4K
ST
533
Somerset Trust
Pennsylvania
$4K +$3.58K +31 New
IWM
534
IHT Wealth Management
Illinois
$3K
ZB
535
Zions Bancorporation
Utah
$2K -$9K -78 -84%
CFD
536
Creative Financial Designs
Indiana
$2K
SA
537
SRH Advisors
Kansas
$2K
DAM
538
Delta Asset Management
Tennessee
$2K +$2.08K +18 New
WA
539
WFG Advisors
Texas
$1K
RWA
540
Ropes Wealth Advisors
Massachusetts
$1K +$577 +5 New
PFO
541
Pathstone Family Office
New Jersey
$1K +$1.39K +12 New
GVT
542
Genesee Valley Trust
New York
$691 -$23.9K -207 -3%
CT
543
Chicago Trust
Illinois
$426
NDSI
544
Newman Dignan & Sheerar Inc
Rhode Island
$299
Walleye Trading
545
Walleye Trading
New York
$254 +$247K +2,140 New
CG
546
Clinton Group
New York
-$11.5M -103,315 Closed
CCI
547
Columbus Circle Investors
-$10.9M -97,952 Closed
Marshall Wace
548
Marshall Wace
United Kingdom
-$9.85M -88,327 Closed
WIM
549
Waverton Investment Management
United Kingdom
-$8.35M -74,830 Closed
ECA
550
Endeavour Capital Advisors
Connecticut
-$7.93M -71,143 Closed

AON Hedge Fund Activity: Q1 2017 in Review

546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2017, worth a combined $27.3B — up 7.4% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of AON and 44 opened new positions — a net loss of 23 holders — while 236 trimmed existing stakes and 171 added.

The largest buyer was BlackRock, adding an estimated $1.71B. The largest seller was Wellington Management Group, cutting an estimated $96M.

  • 546 institutional investors held Aon (AON) as of Q1 2017, down from 580 in Q4 2016.
  • Funds reported $27.3B of Aon stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q1 2017 and 67 closed out, a net change of -23 holders.
  • The largest Aon buyer in Q1 2017 was BlackRock, an estimated $1.71B added.
  • The largest Aon seller in Q1 2017 was Wellington Management Group, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2017.