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980 hedge funds and large institutions have $60.8B invested in Aon in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 325 increasing their positions, 366 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more funds holding in top 10

Funds holding in top 10: 2837 (+9)

8% more capital invested

Capital invested by funds: $56.2B → $60.8B (+$4.68B)

2.47% more ownership

Funds ownership: 85.25%87.73% (+2.5%)

3% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 92

1% less funds holding

Funds holding: 989980 (-9)

1% less call options, than puts

Call options by funds: $169M | Put options by funds: $171M

11% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 366

Holders
980
Holders Change
-9
Holders Change %
-0.91%
% of All Funds
15.46%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.58%
New
95
Increased
325
Reduced
366
Closed
92
Calls
$169M
Puts
$171M
Net Calls
-$2.28M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ML
526
McAdam LLC
Pennsylvania
$933K
AAM
527
Auxier Asset Management
Oregon
$929K
MG
528
Mather Group
Illinois
$909K -$2.91K -10 -0.4%
SF
529
Summit Financial
New Jersey
$904K +$27.9K +96 +4%
HTC
530
Haverford Trust Company
Pennsylvania
$902K -$36.4K -125 -4%
Luther King Capital Management (LKCM)
531
Luther King Capital Management (LKCM)
Texas
$901K -$91.6K -315 -10%
BSB
532
Bangor Savings Bank
Maine
$901K -$29.1K -100 -3%
PG
533
Pendal Group
Australia
$892K -$2.27M -7,816 -74%
RE
534
RBC Europe
United Kingdom
$890K -$42.2K -145 -5%
BPA
535
Beacon Pointe Advisors
California
$882K +$294K +1,012 +60%
MAM
536
Meeder Asset Management
Ohio
$882K +$788K +2,708 New
HJIM
537
Henry James International Management
New York
$879K
LCM
538
LVM Capital Management
Michigan
$874K +$781K +2,685 New
IC
539
Inverness Counsel
New York
$866K +$402K +1,382 +108%
MLA
540
My Legacy Advisors
Oregon
$855K +$764K +2,625 New
WPW
541
Waldron Private Wealth
Pennsylvania
$854K +$26.8K +92 +4%
BC
542
Bartlett & Co
Ohio
$847K -$160K -550 -17%
CC
543
Chicago Capital
Illinois
$847K
BCWM
544
Bartlett & Co Wealth Management
Ohio
$847K -$160K -550 -17%
HWMA
545
Heritage Wealth Management (Arizona)
Arizona
$841K +$751K +2,583 New
MGIA
546
Moneta Group Investment Advisors
Missouri
$835K -$6.11K -21 -0.8%
BL
547
Balentine LLC
Georgia
$824K +$439K +1,510 +148%
GFP
548
Gryphon Financial Partners
Ohio
$822K -$72.1K -248 -9%
HA
549
Harbor Advisors
Florida
$814K
HF
550
HRT Financial
New York
$808K -$34.5M -118,485 -98%

AON Hedge Fund Activity: Q1 2022 in Review

980 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2022, worth a combined $60.8B — up 8.3% from $56.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AON positions and 92 closed out — a net gain of 3 holders — while 325 added to existing stakes and 366 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $386M sold.

  • 980 institutional investors held Aon (AON) as of Q1 2022, down from 989 in Q4 2021.
  • Funds reported $60.8B of Aon stock for Q1 2022, up 8.3% quarter-over-quarter.
  • 95 funds opened new Aon positions in Q1 2022 and 92 closed out, a net change of +3 holders.
  • The largest Aon buyer in Q1 2022 was Capital World Investors, an estimated $1.32B added.
  • The largest Aon seller in Q1 2022 was Arrowstreet Capital, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2022.