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585 hedge funds and large institutions have $32.3B invested in Aon in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 45

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

9% more capital invested

Capital invested by funds: $29.8B → $32.3B (+$2.57B)

7% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $19.5M

1% more funds holding

Funds holding: 580585 (+5)

0.98% less ownership

Funds ownership: 85.44%84.46% (-0.98%)

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 227

Holders
585
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
14.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.92%
New
57
Increased
186
Reduced
227
Closed
45
Calls
$20.8M
Puts
$19.5M
Net Calls
+$1.31M
Net Calls Change
+$9.45M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
526
WhitTier Trust Company
Nevada
$83K
OIA
527
OneDigital Investment Advisors
Kansas
$77K +$74K +530 New
LCM
528
Laurion Capital Management
New York
$75K -$5.64M -40,403 -99%
WPA
529
West Paces Advisors
Georgia
$74.9K
EWM
530
Evercore Wealth Management
New York
$74K
CPP
531
Crow Point Partners
Massachusetts
$68K +$64.8K +464 New
VCM
532
Versant Capital Management
Arizona
$66K -$3.07K -22 -5%
ST
533
Smithfield Trust
Pennsylvania
$66K +$6.14K +44 +11%
EMG
534
ETF Managers Group
New Jersey
$65K +$5.16K +37 +9%
JG
535
Jefferies Group
New York
$65K +$62.2K +446 New
MDCM
536
Morgan Dempsey Capital Management
Wisconsin
$64K -$36.3K -260 -37%
TWA
537
TCI Wealth Advisors
Arizona
$62K
SIC
538
Salem Investment Counselors
North Carolina
$59K -$1.81K -13 -3%
Carson Wealth (CWM LLC)
539
Carson Wealth (CWM LLC)
Nebraska
$56K +$6.7K +48 +14%
OFS
540
Orrstown Financial Services
Pennsylvania
$53K +$6.28K +45 +14%
HR
541
Howe & Rusling
New York
$47K -$279 -2 -0.6%
GBT
542
Grove Bank & Trust
Florida
$47K +$19.4K +139 +77%
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$45K +$4.19K +30 +11%
CHP
544
Cable Hill Partners
Oregon
$41K +$16.6K +119 +73%
GAM
545
Gemmer Asset Management
California
$40K
AFNAS
546
American Financial Network Advisory Services
California
$39K +$37.1K +266 New
HCC
547
Hirtle Callaghan & Co
Pennsylvania
$37K
TRCT
548
Tower Research Capital (TRC)
New York
$36K +$19.5K +140 +131%
HFM
549
Harvest Fund Management
China
$35K
EWM
550
Endurance Wealth Management
Rhode Island
$33K

AON Hedge Fund Activity: Q3 2017 in Review

585 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2017, worth a combined $32.3B — up 8.6% from $29.8B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AON positions and 45 closed out — a net gain of 12 holders — while 186 added to existing stakes and 227 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $92.4M. The largest seller was Harris Associates, cutting an estimated $131M.

  • 585 institutional investors held Aon (AON) as of Q3 2017, up from 580 in Q2 2017.
  • Funds reported $32.3B of Aon stock for Q3 2017, up 8.6% quarter-over-quarter.
  • 57 funds opened new Aon positions in Q3 2017 and 45 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q3 2017 was Wellington Management Group, an estimated $92.4M added.
  • The largest Aon seller in Q3 2017 was Harris Associates, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.