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580 hedge funds and large institutions have $29.8B invested in Aon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 184 increasing their positions, 228 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 32

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

9% more capital invested

Capital invested by funds: $27.3B → $29.8B (+$2.47B)

6% more funds holding

Funds holding: 546580 (+34)

2.18% less ownership

Funds ownership: 87.61%85.44% (-2.2%)

19% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 228

38% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $21.6M

Holders
580
Holders Change
+34
Holders Change %
+6.23%
% of All Funds
14.46%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.85%
New
69
Increased
184
Reduced
228
Closed
32
Calls
$13.5M
Puts
$21.6M
Net Calls
-$8.14M
Net Calls Change
+$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Evercore Wealth Management
New York
$67K +$12.6K +100 +25%
PSUF
527
People's United Financial
Connecticut
$66K +$63.2K +500 New
CS
528
Credential Securities
$63.5K +$3.79K +30 +7%
VCM
529
Versant Capital Management
Arizona
$63K -$1.77K -14 -3%
SGAM
530
Smith Group Asset Management
Texas
$61K -$6.32K -50 -10%
WA
531
WFG Advisors
Texas
$61K +$57K +451 +9,020%
AIM
532
Advantage Investment Management
Iowa
$59K +$632 +5 +1%
TWA
533
TCI Wealth Advisors
Arizona
$56K +$2.4K +19 +5%
SIC
534
Salem Investment Counselors
North Carolina
$55K +$1.64K +13 +3%
ST
535
Smithfield Trust
Pennsylvania
$55K +$13.4K +106 +35%
EMG
536
ETF Managers Group
New Jersey
$54K +$51.7K +409 New
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$44K
HR
538
Howe & Rusling
New York
$43K
OFS
539
Orrstown Financial Services
Pennsylvania
$42K
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$37K
GAM
541
Gemmer Asset Management
California
$36K
HCC
542
Hirtle Callaghan & Co
Pennsylvania
$34K -$8.09K -64 -20%
HFM
543
Harvest Fund Management
China
$32K +$30.1K +238 New
EWM
544
Endurance Wealth Management
Rhode Island
$30K
CLOS
545
Compagnie Lombard Odier SCmA
Switzerland
$27K
GBT
546
Grove Bank & Trust
Florida
$24K +$16.6K +131 +262%
CHP
547
Cable Hill Partners
Oregon
$22K
OC
548
Oakworth Capital
Alabama
$22K
ASN
549
Advisory Services Network
Georgia
$22K +$4.05K +32 +24%
JAM
550
Jolley Asset Management
North Carolina
$22K +$21.4K +169 New

AON Hedge Fund Activity: Q2 2017 in Review

580 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2017, worth a combined $29.8B — up 9% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AON positions and 32 closed out — a net gain of 37 holders — while 184 added to existing stakes and 228 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $369M. The largest seller was Harris Associates, cutting an estimated $240M.

  • 580 institutional investors held Aon (AON) as of Q2 2017, up from 546 in Q1 2017.
  • Funds reported $29.8B of Aon stock for Q2 2017, up 9% quarter-over-quarter.
  • 69 funds opened new Aon positions in Q2 2017 and 32 closed out, a net change of +37 holders.
  • The largest Aon buyer in Q2 2017 was Janus Henderson Group, an estimated $369M added.
  • The largest Aon seller in Q2 2017 was Harris Associates, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2017.