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AON

580 hedge funds and large institutions have $25.4B invested in Aon in 2016 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 178 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 38

114% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $11.8M

11% more funds holding

Funds holding: 523 → 580 (+57)

2.38% more ownership

Funds ownership: 84.25% → 86.63% (+2.4%)

2% more capital invested

Capital invested by funds: $24.9B → $25.4B (+$517M)

13% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 205

17% less funds holding in top 10

Funds holding in top 10: 30 → 25 (-5)

Holders
580
Holders Change
+57
Holders Change %
+10.9%
% of All Funds
14.5%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.63%
New
106
Increased
178
Reduced
205
Closed
38
Calls
$25.4M
Puts
$11.8M
Net Calls
+$13.5M
Net Calls Change
+$2.38M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$303M
2
Legal & General Group
Legal & General Group
United Kingdom
+$137M
3
State Street
State Street
Massachusetts
+$117M
4
CGT
Capital Guardian Trust
California
+$100M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$78.7M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$238M
2
Lazard Asset Management
Lazard Asset Management
New York
-$218M
3
Ameriprise
Ameriprise
Minnesota
-$115M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$76.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$67.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EARNEST Partners
551
EARNEST Partners
Georgia
$15K +$14.8K +133 New
FAN
552
Financial Advisors Network
California
$14.7K +$14.5K +130 New
CS
553
Credential Securities
$12.6K +$780 +7 +7%
PCP
554
Proficio Capital Partners
Massachusetts
$12K – – –
MWM
555
Mascoma Wealth Management
New Hampshire
$11K +$11.1K +100 New
ZB
556
Zions Bancorporation
Utah
$10K – – –
EFSCE
557
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
SWA
558
Sutton Wealth Advisors
Florida
$8.48K – – –
CTC
559
Central Trust Company
Missouri
$8K – – –
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$7.81K +$7.8K +70 New
RFA
561
Reilly Financial Advisors
California
$7K – – –
IWA
562
IBEX Wealth Advisors
New Jersey
$7K +$7.13K +64 New
WEC
563
Winslow Evans & Crocker
Massachusetts
$6.8K -$12.3K -110 -64%
GBT
564
Grove Bank & Trust
Florida
$6K +$5.57K +50 New
OFW
565
Omnia Family Wealth
Florida
$5K +$4.57K +41 New
FANJ
566
Financial Architects (New Jersey)
New Jersey
$4K -$7.91K -71 -65%
TFO
567
Tarbox Family Office
California
$4K – – –
NFG
568
Next Financial Group
Texas
$4K +$3.68K +33 New
WIM
569
Westside Investment Management
California
$3.83K +$3.79K +34 New
LS
570
Livforsakringsbolaget Skandia
Sweden
$3.74K +$1.19M +10,713 +47%
SF
571
Synovus Financial
Georgia
$3K – – –
TP
572
Truvvo Partners
New York
$2.17K – – –
WTB
573
Washington Trust Bank
Washington
$2K -$669 -6 -22%
SA
574
SRH Advisors
Kansas
$2K – – –
CFD
575
Creative Financial Designs
Indiana
$2K +$1.67K +15 New
21 22
23
24 25

AON Hedge Fund Activity: Q4 2016 in Review

580 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2016, worth a combined $25.4B — up 2.1% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AON positions and 38 closed out — a net gain of 68 holders — while 178 added to existing stakes and 205 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $303M. The largest seller was Boston Partners, cutting an estimated $238M.

  • 580 institutional investors held Aon (AON) as of Q4 2016, up from 523 in Q3 2016.
  • Funds reported $25.4B of Aon stock for Q4 2016, up 2.1% quarter-over-quarter.
  • 106 funds opened new Aon positions in Q4 2016 and 38 closed out, a net change of +68 holders.
  • The largest Aon buyer in Q4 2016 was Capital International Investors, an estimated $303M added.
  • The largest Aon seller in Q4 2016 was Boston Partners, an estimated $238M sold.

Based on aggregated 13F filings for Q4 2016.