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989 hedge funds and large institutions have $56.2B invested in Aon in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 282 increasing their positions, 381 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 61

15% more call options, than puts

Call options by funds: $176M | Put options by funds: $154M

9% more funds holding

Funds holding: 909989 (+80)

1% less capital invested

Capital invested by funds: $56.9B → $56.2B (-$718M)

3.15% less ownership

Funds ownership: 88.41%85.25% (-3.2%)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

26% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 381

Holders
989
Holders Change
+80
Holders Change %
+8.8%
% of All Funds
15.22%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.43%
New
153
Increased
282
Reduced
381
Closed
61
Calls
$176M
Puts
$154M
Net Calls
+$22.4M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
ESCM
551
Echo Street Capital Management
New York
$830K +$828K +2,761 New
ST
552
Sentinel Trust
Texas
$824K +$821K +2,740 New
LWAM
553
Legacy Wealth Asset Management
Minnesota
$823K +$210K +701 +34%
BWA
554
Brave Warrior Advisors
New York
$821K -$33.6M -112,133 -98%
HJIM
555
Henry James International Management
New York
$812K
AIA
556
Alera Investment Advisors
Illinois
$808K
SF
557
Summit Financial
New Jersey
$806K +$600 +2 +0.1%
CI Investments Inc
558
CI Investments Inc
Ontario, Canada
$790K -$257K -856 -25%
FAIM
559
Financial Advocates Investment Management
Washington
$790K +$452K +1,508 New
CC
560
Chicago Capital
Illinois
$781K
MGIA
561
Moneta Group Investment Advisors
Missouri
$777K -$93.5K -312 -11%
SXL
562
Summit X LLC
Missouri
$763K
WPW
563
Waldron Private Wealth
Pennsylvania
$761K -$18.9K -63 -2%
AO
564
Advisor OS
Illinois
$756K +$27.3K +91 +4%
HA
565
Harbor Advisors
Florida
$751K
CFSG
566
Community Financial Services Group
Vermont
$745K +$64.5K +215 +10%
APA
567
American Portfolios Advisors
New York
$740K +$164K +546 +28%
NFG
568
Nations Financial Group
Iowa
$739K -$320K -1,067 -30%
CP
569
Covenant Partners
Tennessee
$738K
WP
570
WealthSource Partners
California
$720K -$55.2K -184 -7%
WI
571
WrapManager Inc
California
$711K -$2.1K -7 -0.3%
CI
572
Conning Inc
Connecticut
$700K -$107K -356 -13%
HBT
573
Hills Bank & Trust
Iowa
$699K -$225K -750 -24%
YWP
574
YorkBridge Wealth Partners
New York
$699K -$45K -150 -6%
ETC
575
Exchange Traded Concepts
Oklahoma
$690K +$11.7K +39 +2%

AON Hedge Fund Activity: Q4 2021 in Review

989 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2021, worth a combined $56.2B — down 1.3% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AON positions and 61 closed out — a net gain of 92 holders — while 282 added to existing stakes and 381 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $453M. The largest seller was BlackRock, cutting an estimated $508M.

  • 989 institutional investors held Aon (AON) as of Q4 2021, up from 909 in Q3 2021.
  • Funds reported $56.2B of Aon stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 153 funds opened new Aon positions in Q4 2021 and 61 closed out, a net change of +92 holders.
  • The largest Aon buyer in Q4 2021 was Viking Global Investors, an estimated $453M added.
  • The largest Aon seller in Q4 2021 was BlackRock, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2021.