AON icon

Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
526
Good Life Advisors
Pennsylvania
$1.04M -$2.07K -6 -0.2%
BPA
527
Beacon Pointe Advisors
California
$1.03M +$274K +795 +36%
OQS
528
Occudo Quantitative Strategies
Florida
$1.02M +$1.02M +2,959 New
DEA
529
DoubleLine ETF Adviser
Florida
$1M +$203K +588 +25%
RWMG
530
Redwood Wealth Management Group
New Jersey
$1M – – –
ML
531
McAdam LLC
Pennsylvania
$998K +$3.45K +10 +0.3%
PA
532
PFW Advisors
Georgia
$994K +$994K +3,097 New
AAM
533
Auxier Asset Management
Oregon
$983K – – –
CG
534
Cutler Group
California
$972K -$361K -1,046 -27%
AIA
535
Armor Investment Advisors
North Carolina
$958K -$52.1K -151 -5%
Luther King Capital Management (LKCM)
536
Luther King Capital Management (LKCM)
Texas
$946K +$3.8K +11 +0.4%
OTPPB
537
Ontario Teachers' Pension Plan Board
Ontario, Canada
$940K +$544K +1,575 +137%
CSS
538
Cubist Systematic Strategies
Connecticut
$936K -$753K -2,180 -45%
UCFA
539
United Capital Financial Advisors
Texas
$932K -$135K -391 -13%
FMAEN1
540
Fund Management at Engine No 1
California
$918K +$58K +168 +7%
TSWM
541
Tyler-Stone Wealth Management
Ohio
$904K +$904K +2,619 New
BC
542
Bridgefront Capital
Texas
$902K +$902K +2,612 New
VAS
543
Vestmark Advisory Solutions
Massachusetts
$900K -$534K -1,546 -37%
AIA
544
Alera Investment Advisors
Illinois
$900K -$138K -400 -13%
BSB
545
Bangor Savings Bank
Maine
$899K – – –
MGIA
546
Moneta Group Investment Advisors
Missouri
$898K -$9.66K -28 -1%
BC
547
Bartlett & Co
Ohio
$898K – – –
BCWM
548
Bartlett & Co Wealth Management
Ohio
$898K – – –
QCG
549
Quadrant Capital Group
Ohio
$896K -$7.59K -22 -0.8%
RC
550
Roundview Capital
New Jersey
$890K +$11K +32 +1%
20 21
22
23 24