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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
526
Edmond de Rothschild Holding
Switzerland
$148K -$85.9K -587 -38%
CCM
527
Covington Capital Management
California
$148K
WAM
528
Wealthspire Advisors (Maryland)
Maryland
$143K +$1.9K +13 +1%
MCM
529
Mainstay Capital Management
Michigan
$141K
TL
530
TrueWealth LLC
Georgia
$136K
SF
531
Synovus Financial
Georgia
$132K +$65.4K +447 +110%
WTC
532
WhitTier Trust Company
Nevada
$129K
FPS
533
Fieldpoint Private Securities
Connecticut
$127K
CPH
534
C Partners Holding
Switzerland
$125K -$105K -718 -47%
CFA
535
Carroll Financial Associates
North Carolina
$123K -$3.07K -21 -3%
EMG
536
ETF Managers Group
New Jersey
$123K +$117K +802 New
MCM
537
Manchester Capital Management
Vermont
$120K
NCM
538
New Capital Management
Texas
$114K
SWM
539
SeaCrest Wealth Management
New York
$111K +$4.68K +32 +5%
GLI
540
Guardian Life Insurance
New York
$104K
SWP
541
Strategic Wealth Partners
Ohio
$104K
RCAG
542
Rehmann Capital Advisory Group
Michigan
$98.3K +$146 +1 +0.2%
PA
543
Parallel Advisors
California
$97K
KA
544
Kaizen Advisory
Illinois
$95K
APA
545
American Portfolios Advisors
New York
$90.9K +$22.4K +153 +35%
ST
546
Smithfield Trust
Pennsylvania
$82K
WPA
547
West Paces Advisors
Georgia
$78.9K
PCG
548
Private Capital Group
Connecticut
$72K +$24.4K +167 +54%
VCM
549
Versant Capital Management
Arizona
$67K -$2.19K -15 -3%
HR
550
Howe & Rusling
New York
$67K +$293 +2 +0.5%

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.