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711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
Chesapeake Wealth Management
Virginia
$274K +$52.8K +258 +18%
JIC
527
Joel Isaacson & Co
New York
$273K -$19K -93 -5%
CIA
528
Capital Investment Advisors
Georgia
$273K -$11.9K -58 -3%
JWA
529
JFS Wealth Advisors
Pennsylvania
$273K
AAM
530
Advisors Asset Management
Colorado
$273K +$27.8K +136 +9%
FBB
531
Fulton Breakefield Broenniman
Maryland
$269K
BP
532
Ballentine Partners
Massachusetts
$267K +$27K +132 +9%
CC
533
Courier Capital
New York
$267K +$306K +1,497 New
HC
534
HNP Capital
New York
$267K +$306K +1,497 New
APA
535
American Portfolios Advisors
New York
$264K +$133K +652 +69%
RC
536
RegentAtlantic Capital
New Jersey
$263K
NG
537
NatWest Group
United Kingdom
$259K
SIM
538
Sadoff Investment Management
Wisconsin
$257K -$20.5K -100 -6%
IWM
539
IHT Wealth Management
Illinois
$257K +$16.6K +81 +5%
PI
540
Putnam Investments
Massachusetts
$256K -$79.2K -387 -20%
LA
541
LVW Advisors
New York
$256K +$72.7K +355 +30%
CG
542
Colony Group
Massachusetts
$254K -$8.8K -43 -3%
TCOO
543
Trust Company of Oklahoma
Oklahoma
$254K +$4.09K +20 +1%
DC
544
Davenport & Co
Virginia
$252K +$14.7K +72 +5%
TC
545
Telemus Capital
Michigan
$249K +$13.5K +66 +6%
MAM
546
Morse Asset Management
Connecticut
$248K
CT
547
Chicago Trust
Illinois
$247K
CT
548
Coastline Trust
Rhode Island
$243K -$45K -220 -13%
SFSIG
549
San Francisco Sentry Investment Group
California
$240K -$4.5K -22 -1%
HFM
550
Harvest Fund Management
China
$238K +$44.4K +217 +18%

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.