We are live on ! Find out more

803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751803 (+52)

2.73% more ownership

Funds ownership: 92.49%95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
551
Convergence Investment Partners
Florida
$447K +$432K +2,165 New
RC
552
RegentAtlantic Capital
New Jersey
$445K -$3K -15 -0.7%
ECM
553
Evergreen Capital Management
Washington
$441K +$2.8K +14 +0.7%
TP
554
Truvvo Partners
New York
$437K -$325K -1,629 -43%
NDSI
555
Newman Dignan & Sheerar Inc
Rhode Island
$437K +$423K +2,117 New
CCA
556
Checchi Capital Advisers
California
$436K -$6.99K -35 -2%
FFG
557
Fortem Financial Group
California
$418K +$404K +2,024 New
CT
558
Chicago Trust
Illinois
$417K -$29.8K -149 -7%
TIM
559
Thompson Investment Management
Wisconsin
$413K
MAM
560
Morse Asset Management
Connecticut
$413K +$99.9K +500 +33%
PFM
561
Parsec Financial Management
North Carolina
$410K
CAL
562
Capital Analysts LLC
Pennsylvania
$410K +$1.2K +6 +0.3%
TPCW
563
TD Private Client Wealth
New York
$408K -$2.21M -11,055 -85%
1WA
564
180 Wealth Advisors
Washington
$408K +$150K +752 +61%
LA
565
LVW Advisors
New York
$401K +$53.7K +269 +16%
HSBC Holdings
566
HSBC Holdings
United Kingdom
$398K +$383K +1,916 New
FMLI
567
Fukoku Mutual Life Insurance
Japan
$392K
LAM
568
Lountzis Asset Management
Pennsylvania
$392K
D.E. Shaw & Co
569
D.E. Shaw & Co
New York
$388K -$140K -700 -27%
DWA
570
Dorsey Wright & Associates
California
$378K -$5.99K -30 -2%
VCM
571
Vigilant Capital Management
Maine
$377K
MGIA
572
Moneta Group Investment Advisors
Missouri
$376K -$9.19K -46 -2%
TB
573
Terril Brothers
Missouri
$371K
QI
574
Qtron Investments
Massachusetts
$363K +$143K +715 +68%
O
575
Ossiam
France
$357K +$273K +1,365 +375%

AON Hedge Fund Activity: Q3 2020 in Review

803 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2020, worth a combined $45.5B — up 11% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AON positions and 65 closed out — a net gain of 55 holders — while 290 added to existing stakes and 258 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $869M. The largest seller was Goldman Sachs, cutting an estimated $312M.

  • 803 institutional investors held Aon (AON) as of Q3 2020, up from 751 in Q2 2020.
  • Funds reported $45.5B of Aon stock for Q3 2020, up 11% quarter-over-quarter.
  • 120 funds opened new Aon positions in Q3 2020 and 65 closed out, a net change of +55 holders.
  • The largest Aon buyer in Q3 2020 was WCM Investment Management, an estimated $869M added.
  • The largest Aon seller in Q3 2020 was Goldman Sachs, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2020.