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698 hedge funds and large institutions have $35.1B invested in Aon in 2019 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 251 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $29.7B → $35.1B (+$5.45B)

16% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 73

1% more funds holding

Funds holding: 688698 (+10)

5% more call options, than puts

Call options by funds: $56M | Put options by funds: $53.5M

0.77% more ownership

Funds ownership: 85.01%85.78% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 251

Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
15.11%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.63%
New
85
Increased
243
Reduced
251
Closed
73
Calls
$56M
Puts
$53.5M
Net Calls
+$2.45M
Net Calls Change
-$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
LWS
551
Lucia Wealth Services
California
$253K -$15.2K -94 -6%
PLFAM
552
Pineno Levin & Ford Asset Management
Virginia
$248K
HFM
553
Harvest Fund Management
China
$245K
SFSIG
554
San Francisco Sentry Investment Group
California
$241K -$1.78K -11 -0.8%
GT
555
Greenleaf Trust
Michigan
$236K +$224K +1,384 New
I
556
IberiaBank
Louisiana
$236K +$224K +1,384 New
Acadian Asset Management
557
Acadian Asset Management
Massachusetts
$236K +$225K +1,385 New
WPW
558
Winthrop Partners - WNY
New York
$234K
OAM
559
Oppenheimer Asset Management
New York
$234K -$27.6K -170 -11%
DC
560
Davenport & Co
Virginia
$234K -$16.2K -100 -7%
SCA
561
Snowden Capital Advisors
New York
$229K +$217K +1,340 New
IWM
562
IHT Wealth Management
Illinois
$226K -$22.2K -137 -9%
OMC
563
Overbrook Management Corp
New York
$226K +$214K +1,322 New
TCOO
564
Trust Company of Oklahoma
Oklahoma
$224K +$213K +1,314 New
CIS
565
Connors Investor Services
Pennsylvania
$222K +$211K +1,300 New
TNBTD
566
Trustmark National Bank Trust Department
Mississippi
$221K
WS
567
Wedbush Securities
California
$221K +$210K +1,297 New
RFN
568
RDA Financial Network
Iowa
$220K +$203K +1,251 New
BP
569
Ballentine Partners
Massachusetts
$217K +$206K +1,271 New
HPCM
570
High Pointe Capital Management
Illinois
$217K +$206K +1,272 New
CCA
571
Cobblestone Capital Advisors
New York
$216K +$205K +1,265 New
SFPIA
572
Stevens First Principles Investment Advisors
California
$215K
CFGS
573
Concourse Financial Group Securities
Alabama
$212K +$9.24K +57 +5%
ST
574
Smithfield Trust
Pennsylvania
$207K
1832 Asset Management
575
1832 Asset Management
Ontario, Canada
$206K -$1.85M -11,394 -89%

AON Hedge Fund Activity: Q1 2019 in Review

698 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2019, worth a combined $35.1B — up 18% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AON positions and 73 closed out — a net gain of 12 holders — while 243 added to existing stakes and 251 trimmed.

The largest buyer was Capital International Investors, adding an estimated $301M. The largest seller was Artisan Partners, cutting an estimated $430M.

  • 698 institutional investors held Aon (AON) as of Q1 2019, up from 688 in Q4 2018.
  • Funds reported $35.1B of Aon stock for Q1 2019, up 18% quarter-over-quarter.
  • 85 funds opened new Aon positions in Q1 2019 and 73 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q1 2019 was Capital International Investors, an estimated $301M added.
  • The largest Aon seller in Q1 2019 was Artisan Partners, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2019.