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711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
551
Argent Trust Co
Tennessee
$233K
AWE
552
Avidian Wealth Enterprises
Texas
$232K -$107K -523 -27%
WAM
553
Wealthspire Advisors (Maryland)
Maryland
$230K -$2.25K -11 -0.8%
RZH
554
Relyea Zuckerberg Hanson
Connecticut
$229K
MCM
555
Mattern Capital Management
Colorado
$225K
TAM
556
Tradition Asset Management
Virginia
$221K -$1.45M -7,080 -84%
SIA
557
Strategic Investment Advisors
Michigan
$221K +$275K +1,341 New
SBSB
558
Sullivan, Bruyette, Speros & Blaney
Virginia
$220K
BBNA
559
Bremer Bank National Association
Minnesota
$218K -$24.6K -120 -8%
AAS
560
Avantax Advisory Services
Texas
$214K -$93.8K -458 -26%
TNBTD
561
Trustmark National Bank Trust Department
Mississippi
$214K
CCA
562
Cobblestone Capital Advisors
New York
$213K
OI
563
Oakbrook Investments
Illinois
$210K -$762K -3,721 -74%
HPCM
564
High Pointe Capital Management
Illinois
$210K
DTL
565
Dynamic Technology Lab
Singapore
$207K -$1.36M -6,636 -84%
CG
566
Cutler Group
California
$207K +$258K +1,259 New
HW
567
Hancock Whitney
Mississippi
$206K -$3.48K -17 -1%
RFN
568
RDA Financial Network
Iowa
$206K
SFS
569
Sowell Financial Services
Arkansas
$204K +$198K +966 +355%
CG
570
Caprock Group
Idaho
$202K +$16.4K +80 +7%
Rockefeller Capital Management
571
Rockefeller Capital Management
New York
$197K -$743K -3,630 -75%
CC
572
Cognios Capital
Kansas
$194K -$1.72M -8,397 -88%
OIA
573
Optimum Investment Advisors
Illinois
$190K -$30.7K -150 -12%
GRP
574
Global Retirement Partners
California
$187K
HIA
575
Harbor Investment Advisory
Maryland
$181K +$225K +1,098 New

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.