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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
526
Waldron Private Wealth
Pennsylvania
$996K +$2.48K +8 +0.3%
NW
527
NewEdge Wealth
Pennsylvania
$993K +$17K +55 +2%
HFAS
528
Hummer Financial Advisory Services
Illinois
$988K
MHIC
529
Marble Harbor Investment Counsel
Massachusetts
$985K -$34.7K -112 -3%
BCV
530
Banque Cantonale Vaudoise
Switzerland
$982K
UCFA
531
United Capital Financial Advisors
Texas
$974K -$1.48M -4,781 -61%
SWP
532
Stratos Wealth Partners
Ohio
$966K -$130K -420 -12%
AL
533
Arnhold LLC
New York
$963K
MAS
534
Meeder Advisory Services
Ohio
$960K +$58.8K +190 +7%
KWA
535
KCS Wealth Advisory
California
$958K -$20.7K -67 -2%
DSC
536
Duncker Streett & Co
Missouri
$958K
CP
537
Covenant Partners
Tennessee
$954K +$114K +367 +14%
AIA
538
Alera Investment Advisors
Illinois
$948K
GLA
539
Good Life Advisors
Pennsylvania
$948K +$1.86K +6 +0.2%
AWM
540
AE Wealth Management
Kansas
$947K -$280K -904 -23%
SIM
541
Sentry Investment Management
Wisconsin
$935K +$252K +814 +38%
AIA
542
Armor Investment Advisors
North Carolina
$923K +$1.55K +5 +0.2%
RWMG
543
Redwood Wealth Management Group
New Jersey
$914K
Lido Advisors
544
Lido Advisors
California
$913K +$22.6K +73 +3%
CG
545
Caprock Group
Idaho
$913K +$301K +971 +50%
ML
546
McAdam LLC
Pennsylvania
$908K +$5.26K +17 +0.6%
GCC
547
Game Creek Capital
Massachusetts
$906K -$619K -2,000 -41%
VLC
548
Van Leeuwen & Company
New Jersey
$906K +$410K +1,324 +86%
AT
549
American Trust
Kentucky
$905K -$55.1K -178 -6%
AAM
550
Auxier Asset Management
Oregon
$898K -$1.55K -5 -0.2%

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.