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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
551
TCI Wealth Advisors
Arizona
$66K
BFC
552
Bedel Financial Consulting
Indiana
$62K
IA
553
IFP Advisors
Florida
$61K -$13.3K -91 -19%
PCIA
554
Prime Capital Investment Advisors
Kansas
$59K
Carson Wealth (CWM LLC)
555
Carson Wealth (CWM LLC)
Nebraska
$56K -$1.61K -11 -3%
EFSCE
556
Enterprise Financial Services Corp (EFSC)
Missouri
$56K +$31K +212 +139%
MDCM
557
Morgan Dempsey Capital Management
Wisconsin
$51K
LFG
558
LifePlan Financial Group
Ohio
$50K
GWS
559
Glassman Wealth Services
Virginia
$47K +$10.1K +69 +29%
OFS
560
Orrstown Financial Services
Pennsylvania
$46K -$5.12K -35 -11%
GAM
561
Gemmer Asset Management
California
$42K
BAM
562
Bruderman Asset Management
New York
$41K -$103K -705 -72%
CG
563
Cutler Group
California
$37K +$35.5K +243 New
TFS
564
TrustCore Financial Services
Tennessee
$36K -$3.22K -22 -9%
LFA
565
Legacy Financial Advisors
Kentucky
$36K
OC
566
Oakworth Capital
Alabama
$35K
TC
567
Trilogy Capital
California
$35K
S
568
SignatureFD
Georgia
$32K -$1.02K -7 -3%
APP
569
Avantax Planning Partners
Iowa
$32K +$30K +205 New
PI
570
PineBridge Investments
New York
$30K -$112K -766 -80%
FC
571
Ferris Capital
Massachusetts
$30K -$7.46K -51 -20%
CHP
572
Cable Hill Partners
Oregon
$30K -$1.32K -9 -4%
FPFS
573
First Personal Financial Services
North Carolina
$26K +$731 +5 +3%
MFW
574
Mosaic Family Wealth
Missouri
$24K
ZB
575
Zions Bancorporation
Utah
$24K +$878 +6 +4%

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.