We are live on ! Find out more

912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NP
551
NorthRock Partners
Minnesota
$722K -$81.7K -371 -11%
HFAS
552
Hummer Financial Advisory Services
Illinois
$721K -$61.6K -280 -8%
BHTS
553
Bar Harbor Trust Services
Maine
$714K +$105K +476 +18%
SPIA
554
Steward Partners Investment Advisory
New York
$712K +$309K +1,406 +83%
RC
555
RegentAtlantic Capital
New Jersey
$709K +$181K +823 +36%
AL
556
Arnhold LLC
New York
$703K
KPW
557
Kore Private Wealth
New York
$701K +$1.54K +7 +0.2%
DSC
558
Duncker Streett & Co
Missouri
$699K
EP
559
Edgestream Partners
New Jersey
$691K -$9.66M -43,864 -94%
BSB
560
Bangor Savings Bank
Maine
$691K -$22K -100 -3%
DWT
561
Dorsey & Whitney Trust
South Dakota
$682K -$90.3K -410 -12%
AAM
562
Auxier Asset Management
Oregon
$679K -$16.5K -75 -2%
LIM
563
Lancaster Investment Management
United Kingdom
$670K +$641K +2,911 New
AIA
564
Armor Investment Advisors
North Carolina
$663K +$1.98K +9 +0.3%
KA
565
Kintegral Advisory
New York
$662K
ML
566
McAdam LLC
Pennsylvania
$660K
HPC
567
Hobart Private Capital
North Carolina
$656K -$11.7K -53 -2%
HAG
568
HighPoint Advisor Group
Illinois
$650K +$1.32K +6 +0.2%
AIA
569
Alera Investment Advisors
Illinois
$619K
SWP
570
Stratos Wealth Partners
Ohio
$614K +$9.24K +42 +2%
TA
571
Tectonic Advisors
Texas
$609K +$37.4K +170 +7%
GT
572
Greenleaf Trust
Michigan
$608K +$96.4K +438 +20%
KIM
573
Karpus Investment Management
New York
$604K +$578K +2,626 New
CC
574
Chicago Capital
Illinois
$598K
TC
575
TownSquare Capital
Utah
$596K +$206K +936 +57%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.