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Aon
AON

Overview Fund Activity

725 hedge funds and large institutions have $39.1B invested in Aon in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 218 increasing their positions, 286 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+31
Holders Change %
+4.47%
% of All Funds
15.92%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.7%
New
79
Increased
218
Reduced
286
Closed
42
Calls
$67.1M
Puts
$69.3M
Net Calls
-$2.3M
Net Calls Change
+$30.9M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$83.1M
2
CII
Capital International Inc
California
+$79.7M
3
Capital World Investors
Capital World Investors
California
+$73.4M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$65.5M
5
Capital International Investors
Capital International Investors
California
+$55.7M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$195M
2
Boston Partners
Boston Partners
Massachusetts
-$169M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
4
Lazard Asset Management
Lazard Asset Management
New York
-$97.3M
5
FPA
First Pacific Advisors
California
-$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
551
Greenleaf Trust
Michigan
$316K +$18.6K +96 +6%
SMC
552
Smith, Moore & Co
Missouri
$309K -$98K -506 -24%
RC
553
RegentAtlantic Capital
New Jersey
$308K -$23.4K -121 -7%
TCOO
554
Trust Company of Oklahoma
Oklahoma
$305K +$61.2K +316 +25%
CPA
555
Capital Planning Advisors
California
$299K +$299K +1,546 New
THWM
556
Taylor Hoffman Wealth Management
Virginia
$296K – – –
FCI
557
Financial Counselors Inc
Kansas
$295K -$33.9K -175 -10%
DCM
558
Donaldson Capital Management
Indiana
$293K +$293K +1,515 New
SPC
559
Sigma Planning Corp
Michigan
$292K -$23.3K -120 -7%
IWM
560
IHT Wealth Management
Illinois
$292K +$36.2K +187 +14%
CT
561
Chicago Trust
Illinois
$290K – – –
MAM
562
Morse Asset Management
Connecticut
$290K – – –
I
563
IberiaBank
Louisiana
$289K +$47.8K +247 +20%
SFSIG
564
San Francisco Sentry Investment Group
California
$287K +$13.2K +68 +5%
BP
565
Ballentine Partners
Massachusetts
$286K – – –
AAM
566
Advisors Asset Management
Colorado
$282K +$4.26K +22 +2%
PLFAM
567
Pineno Levin & Ford Asset Management
Virginia
$281K – – –
DC
568
Davenport & Co
Virginia
$279K – – –
WJWM
569
Williams Jones Wealth Management
New York
$278K +$278K +1,437 New
SC
570
Savant Capital
Illinois
$276K +$3.87K +20 +1%
HW
571
Hancock Whitney
Mississippi
$275K +$11.2K +58 +4%
VFA
572
Valeo Financial Advisors
Indiana
$270K +$91.2K +470 +51%
WPW
573
Winthrop Partners - WNY
New York
$261K – – –
1WA
574
180 Wealth Advisors
Washington
$261K +$261K +1,366 New
FB
575
Fulton Bank
Pennsylvania
$260K -$111K -573 -30%
21 22
23
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