AON icon

Aon
AON

Overview Fund Activity

1,002 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, 337 increasing their positions, 399 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.04%
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
337
Reduced
399
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.06B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$721M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$265M
4
SGA
Sustainable Growth Advisers
Connecticut
+$167M
5
Boston Partners
Boston Partners
Massachusetts
+$155M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$256M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$244M
3
Lazard Asset Management
Lazard Asset Management
New York
-$188M
4
State Street
State Street
Massachusetts
-$140M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHIC
526
Marble Harbor Investment Counsel
Massachusetts
$985K -$35.3K -112 -3%
BCV
527
Banque Cantonale Vaudoise
Switzerland
$982K – – –
UCFA
528
United Capital Financial Advisors
Texas
$974K -$1.51M -4,781 -61%
SWP
529
Stratos Wealth Partners
Ohio
$966K -$132K -420 -12%
AL
530
Arnhold LLC
New York
$963K – – –
MAS
531
Meeder Advisory Services
Ohio
$960K +$59.9K +190 +7%
KWA
532
KCS Wealth Advisory
California
$958K -$21.1K -67 -2%
DSC
533
Duncker Streett & Co
Missouri
$958K – – –
CP
534
Covenant Partners
Tennessee
$954K +$116K +367 +14%
AIA
535
Alera Investment Advisors
Illinois
$948K – – –
GLA
536
Good Life Advisors
Pennsylvania
$948K +$1.89K +6 +0.2%
AWM
537
AE Wealth Management
Kansas
$947K -$285K -904 -23%
SIM
538
Sentry Investment Management
Wisconsin
$935K +$257K +814 +38%
AIA
539
Armor Investment Advisors
North Carolina
$923K +$1.58K +5 +0.2%
RWMG
540
Redwood Wealth Management Group
New Jersey
$914K – – –
Lido Advisors
541
Lido Advisors
California
$913K +$23K +73 +3%
CG
542
Caprock Group
Idaho
$913K +$306K +971 +50%
ML
543
McAdam LLC
Pennsylvania
$908K +$5.36K +17 +0.6%
GCC
544
Game Creek Capital
Massachusetts
$906K -$631K -2,000 -41%
VLC
545
Van Leeuwen & Company
New Jersey
$906K +$417K +1,324 +86%
AT
546
American Trust
Kentucky
$905K -$56.1K -178 -6%
AAM
547
Auxier Asset Management
Oregon
$898K -$1.58K -5 -0.2%
PFM
548
Patton Fund Management
Texas
$895K -$615K -1,951 -41%
SW
549
SVB Wealth
Massachusetts
$893K +$115K +366 +15%
VI
550
Versor Investments
New York
$883K +$96.2K +305 +12%
20 21
22
23 24