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857 hedge funds and large institutions have $47B invested in Aon in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 304 increasing their positions, 288 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 52

126% more call options, than puts

Call options by funds: $179M | Put options by funds: $79.2M

7% more funds holding

Funds holding: 803857 (+54)

2.25% more ownership

Funds ownership: 95.22%97.47% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 288

3% more capital invested

Capital invested by funds: $45.5B → $47B (+$1.5B)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

Holders
857
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
15.17%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.5%
New
119
Increased
304
Reduced
288
Closed
52
Calls
$179M
Puts
$79.2M
Net Calls
+$100M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
551
YorkBridge Wealth Partners
New York
$567K
CQS
552
Credential Qtrade Securities
$558K +$30.2K +148 +6%
BHTS
553
Bar Harbor Trust Services
Maine
$555K -$18.4K -90 -3%
SWP
554
Stratos Wealth Partners
Ohio
$555K -$8.17K -40 -2%
SCA
555
Snowden Capital Advisors
New York
$555K +$250K +1,224 +87%
IAN
556
Integrated Advisors Network
Texas
$552K +$3.88K +19 +0.7%
CC
557
Chicago Capital
Illinois
$549K
AWM
558
Altium Wealth Management
New York
$539K +$5.72K +28 +1%
CAM
559
Cozad Asset Management
Illinois
$534K
HA
560
Harbor Advisors
Florida
$528K
MAFM
561
Mid Atlantic Financial Management
Pennsylvania
$527K -$9.19K -45 -2%
NFG
562
Nations Financial Group
Iowa
$523K +$1.84K +9 +0.4%
TA
563
Tectonic Advisors
Texas
$523K +$506K +2,476 New
SXL
564
Summit X LLC
Missouri
$521K -$19.4K -95 -4%
BS
565
Bessemer Securities
New York
$518K
FFG
566
Fortem Financial Group
California
$512K +$81.3K +398 +20%
CG
567
Colony Group
Massachusetts
$506K +$216K +1,057 +79%
MCM
568
MAI Capital Management
Ohio
$497K +$16.7K +82 +4%
CWM
569
Chesapeake Wealth Management
Virginia
$492K +$10.4K +51 +2%
PPCM
570
Pillar Pacific Capital Management
California
$486K
DCM
571
Donaldson Capital Management
Indiana
$485K -$55.9K -274 -11%
NSIM
572
North Star Investment Management
Illinois
$484K -$40.8K -200 -8%
EF
573
Empowered Funds
Pennsylvania
$479K +$462K +2,265 New
RC
574
RegentAtlantic Capital
New Jersey
$477K +$20.6K +101 +5%
PP
575
Paloma Partners
Connecticut
$477K +$461K +2,256 New