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580 hedge funds and large institutions have $29.8B invested in Aon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 184 increasing their positions, 228 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 32

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

9% more capital invested

Capital invested by funds: $27.3B → $29.8B (+$2.47B)

6% more funds holding

Funds holding: 546580 (+34)

2.18% less ownership

Funds ownership: 87.61%85.44% (-2.2%)

19% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 228

38% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $21.6M

Holders
580
Holders Change
+34
Holders Change %
+6.23%
% of All Funds
14.46%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.85%
New
69
Increased
184
Reduced
228
Closed
32
Calls
$13.5M
Puts
$21.6M
Net Calls
-$8.14M
Net Calls Change
+$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
551
Proficio Capital Partners
Massachusetts
$21K -$24.1K -191 -56%
TDC
552
Thompson Davis & Co
Virginia
$20K +$632 +5 +3%
EFSCE
553
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$7.46K +59 +74%
TRCT
554
Tower Research Capital (TRC)
New York
$14K +$13.5K +107 New
MWM
555
Mascoma Wealth Management
New Hampshire
$13K
CTC
556
Central Trust Company
Missouri
$13K +$2.91K +23 +31%
WA
557
Winfield Associates
Ohio
$13K +$3.67K +29 +43%
AIM
558
Acrospire Investment Management
Illinois
$13K +$12.6K +100 New
CG
559
Cutler Group
California
$13K +$12.6K +100 New
NIT
560
NumerixS Investment Technologies
British Columbia, Canada
$13K +$12.6K +100 New
FANJ
561
Financial Architects (New Jersey)
New Jersey
$11K -$59.3K -469 -85%
SIAS
562
Shine Investment Advisory Services
Colorado
$11K +$10.1K +80 New
SWA
563
Sutton Wealth Advisors
Florida
$10.1K
RFA
564
Reilly Financial Advisors
California
$9K
WEC
565
Winslow Evans & Crocker
Massachusetts
$8.11K -$126 -1 -2%
IAS
566
INR Advisory Services
Pennsylvania
$8K +$1.39K +11 +22%
OAM
567
Oppenheimer Asset Management
New York
$7K
FAM
568
Fred Alger Management
New York
$6K
PWM
569
Perigon Wealth Management
California
$6K +$5.82K +46 New
CIR
570
Clear Investment Research
Georgia
$5K
OFW
571
Omnia Family Wealth
Florida
$5K
TFO
572
Tarbox Family Office
California
$5K
WIM
573
Westside Investment Management
California
$4.6K
ZB
574
Zions Bancorporation
Utah
$2K -$253 -2 -13%
CFD
575
Creative Financial Designs
Indiana
$2K

AON Hedge Fund Activity: Q2 2017 in Review

580 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2017, worth a combined $29.8B — up 9% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AON positions and 32 closed out — a net gain of 37 holders — while 184 added to existing stakes and 228 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $369M. The largest seller was Harris Associates, cutting an estimated $240M.

  • 580 institutional investors held Aon (AON) as of Q2 2017, up from 546 in Q1 2017.
  • Funds reported $29.8B of Aon stock for Q2 2017, up 9% quarter-over-quarter.
  • 69 funds opened new Aon positions in Q2 2017 and 32 closed out, a net change of +37 holders.
  • The largest Aon buyer in Q2 2017 was Janus Henderson Group, an estimated $369M added.
  • The largest Aon seller in Q2 2017 was Harris Associates, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2017.