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803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751803 (+52)

2.73% more ownership

Funds ownership: 92.49%95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
526
Stratos Wealth Partners
Ohio
$550K -$85.5K -428 -14%
CP
527
Covenant Partners
Tennessee
$550K +$532K +2,666 New
CC
528
Chicago Capital
Illinois
$536K
IAN
529
Integrated Advisors Network
Texas
$535K -$12K -60 -2%
DCM
530
Donaldson Capital Management
Indiana
$530K +$513K +2,567 New
GLA
531
Great Lakes Advisors
Illinois
$526K -$3.33M -16,680 -87%
CAM
532
Cozad Asset Management
Illinois
$522K
AWM
533
Altium Wealth Management
New York
$520K +$2.2K +11 +0.4%
HAG
534
HighPoint Advisor Group
Illinois
$519K -$8.39K -42 -1%
IC
535
IEQ Capital
California
$517K +$244K +1,221 +95%
HA
536
Harbor Advisors
Florida
$516K
CQS
537
Credential Qtrade Securities
$515K -$6.19K -31 -1%
NSIM
538
North Star Investment Management
Illinois
$514K
NFG
539
Nations Financial Group
Iowa
$509K -$98.1K -491 -17%
BS
540
Bessemer Securities
New York
$505K +$489K +2,450 New
HTC
541
Haverford Trust Company
Pennsylvania
$491K +$476K +2,382 New
MAFM
542
Mid Atlantic Financial Management
Pennsylvania
$490K +$43.9K +220 +9%
PPCM
543
Pillar Pacific Capital Management
California
$474K -$63.9K -320 -12%
Federated Hermes
544
Federated Hermes
Pennsylvania
$474K -$34.3K -172 -7%
CCM
545
Coldstream Capital Management
Washington
$473K +$457K +2,288 New
CWM
546
Chesapeake Wealth Management
Virginia
$469K +$84.9K +425 +23%
MCM
547
MAI Capital Management
Ohio
$469K +$454K +2,272 New
WPW
548
Waldron Private Wealth
Pennsylvania
$466K +$18.6K +93 +4%
Lido Advisors
549
Lido Advisors
California
$453K +$63.5K +318 +17%
GT
550
Greenleaf Trust
Michigan
$450K -$9.19K -46 -2%

AON Hedge Fund Activity: Q3 2020 in Review

803 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2020, worth a combined $45.5B — up 11% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AON positions and 65 closed out — a net gain of 55 holders — while 290 added to existing stakes and 258 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $869M. The largest seller was Goldman Sachs, cutting an estimated $312M.

  • 803 institutional investors held Aon (AON) as of Q3 2020, up from 751 in Q2 2020.
  • Funds reported $45.5B of Aon stock for Q3 2020, up 11% quarter-over-quarter.
  • 120 funds opened new Aon positions in Q3 2020 and 65 closed out, a net change of +55 holders.
  • The largest Aon buyer in Q3 2020 was WCM Investment Management, an estimated $869M added.
  • The largest Aon seller in Q3 2020 was Goldman Sachs, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2020.