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585 hedge funds and large institutions have $32.3B invested in Aon in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 45

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

9% more capital invested

Capital invested by funds: $29.8B → $32.3B (+$2.57B)

7% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $19.5M

1% more funds holding

Funds holding: 580585 (+5)

0.98% less ownership

Funds ownership: 85.44%84.46% (-0.98%)

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 227

Holders
585
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
14.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.92%
New
57
Increased
186
Reduced
227
Closed
45
Calls
$20.8M
Puts
$19.5M
Net Calls
+$1.31M
Net Calls Change
+$9.45M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
551
Jolley Asset Management
North Carolina
$25K
OC
552
Oakworth Capital
Alabama
$24K
TDC
553
Thompson Davis & Co
Virginia
$24K +$2.37K +17 +11%
FMA
554
FNY Managed Accounts
New York
$23K +$22.3K +160 New
PCP
555
Proficio Capital Partners
Massachusetts
$22K
ZB
556
Zions Bancorporation
Utah
$22K +$19.4K +139 +1,069%
PI
557
PineBridge Investments
New York
$21K -$7.43M -53,231 -100%
EFSCE
558
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
ASN
559
Advisory Services Network
Georgia
$18K -$5.72K -41 -25%
MWM
560
Mascoma Wealth Management
New Hampshire
$15K
WA
561
Winfield Associates
Ohio
$14K
CTC
562
Central Trust Company
Missouri
$13K -$1.12K -8 -8%
FANJ
563
Financial Architects (New Jersey)
New Jersey
$12K
SIAS
564
Shine Investment Advisory Services
Colorado
$12K
FAM
565
Fred Alger Management
New York
$12K +$5.02K +36 +77%
SWA
566
Sutton Wealth Advisors
Florida
$11.1K
GT
567
Greenleaf Trust
Michigan
$11K +$10.9K +78 New
SGAM
568
Smith Group Asset Management
Texas
$10K -$54.4K -390 -85%
RFA
569
Reilly Financial Advisors
California
$9K
TFO
570
Tarbox Family Office
California
$7K +$1.81K +13 +37%
CIR
571
Clear Investment Research
Georgia
$6K
HIM
572
Hillsdale Investment Management
Ontario, Canada
$6K +$5.58K +40 New
WIM
573
Westside Investment Management
California
$5.01K
NFG
574
Next Financial Group
Texas
$5K -$96.3K -690 -95%
DAM
575
Delta Asset Management
Tennessee
$3K

AON Hedge Fund Activity: Q3 2017 in Review

585 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2017, worth a combined $32.3B — up 8.6% from $29.8B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AON positions and 45 closed out — a net gain of 12 holders — while 186 added to existing stakes and 227 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $92.4M. The largest seller was Harris Associates, cutting an estimated $131M.

  • 585 institutional investors held Aon (AON) as of Q3 2017, up from 580 in Q2 2017.
  • Funds reported $32.3B of Aon stock for Q3 2017, up 8.6% quarter-over-quarter.
  • 57 funds opened new Aon positions in Q3 2017 and 45 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q3 2017 was Wellington Management Group, an estimated $92.4M added.
  • The largest Aon seller in Q3 2017 was Harris Associates, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.