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633 hedge funds and large institutions have $29.5B invested in Aon in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 175 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $29.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

7% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 70

3% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$747M)

0% less funds holding

Funds holding: 636633 (-3)

0.7% less ownership

Funds ownership: 86.19%85.49% (-0.7%)

33% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 263

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
14.51%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
75
Increased
175
Reduced
263
Closed
70
Calls
$55.8M
Puts
$29.1M
Net Calls
+$26.7M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
526
Bruderman Asset Management
New York
$155K -$63.2K -451 -29%
HI
527
Hudock Inc
Pennsylvania
$148K +$420 +3 +0.3%
CTC
528
Central Trust Company
Missouri
$140K +$700 +5 +0.5%
VFA
529
Valeo Financial Advisors
Indiana
$139K +$17.1K +122 +14%
CCM
530
Covington Capital Management
California
$135K -$17.2K -123 -11%
OSAM
531
O'Shaughnessy Asset Management
Connecticut
$134K +$134K +954 New
TAM
532
Tiverton Asset Management
Delaware
$130K -$279K -1,989 -68%
MCM
533
Mainstay Capital Management
Michigan
$128K
NIT
534
NumerixS Investment Technologies
British Columbia, Canada
$126K -$924K -6,600 -88%
WAM
535
Wealthspire Advisors (Maryland)
Maryland
$125K -$6.02K -43 -5%
MCM
536
Manchester Capital Management
Vermont
$125K
TL
537
TrueWealth LLC
Georgia
$124K -$38.2K -273 -24%
CFA
538
Carroll Financial Associates
North Carolina
$121K +$6.3K +45 +6%
WTC
539
WhitTier Trust Company
Nevada
$118K -$46.2K -330 -28%
FPS
540
Fieldpoint Private Securities
Connecticut
$116K
FMLI
541
Fukoku Mutual Life Insurance
Japan
$112K
NCM
542
New Capital Management
Texas
$104K
SWP
543
Strategic Wealth Partners
Ohio
$104K +$94.5K +675 +1,007%
PA
544
Parallel Advisors
California
$91K -$11.9K -85 -12%
HFP
545
Holistic Financial Partners
Indiana
$90K +$4.9K +35 +6%
RCAG
546
Rehmann Capital Advisory Group
Michigan
$87K +$86.8K +620 New
EMG
547
ETF Managers Group
New Jersey
$82K +$10.4K +74 +14%
GLI
548
Guardian Life Insurance
New York
$81K -$34.7K -248 -30%
CPP
549
Crow Point Partners
Massachusetts
$79K
SWM
550
SeaCrest Wealth Management
New York
$76K -$26.3K -188 -26%

AON Hedge Fund Activity: Q1 2018 in Review

633 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2018, worth a combined $29.5B — up 2.6% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AON positions and 70 closed out — a net gain of 5 holders — while 175 added to existing stakes and 263 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $334M. The largest seller was APG Asset Management, cutting an estimated $185M.

  • 633 institutional investors held Aon (AON) as of Q1 2018, down from 636 in Q4 2017.
  • Funds reported $29.5B of Aon stock for Q1 2018, up 2.6% quarter-over-quarter.
  • 75 funds opened new Aon positions in Q1 2018 and 70 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q1 2018 was Massachusetts Financial Services, an estimated $334M added.
  • The largest Aon seller in Q1 2018 was APG Asset Management, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2018.