1,054 hedge funds and large institutions have $51.5B invested in Aon in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 339 increasing their positions, 400 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+17
Holders Change %
+1.64%
% of All Funds
15.45%
Holding in Top 10
26
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-29.73%
% of All Funds
0.38%
New
121
Increased
339
Reduced
400
Closed
88
Calls
$173M
Puts
$221M
Net Calls
-$48.2M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VC
551
Vestor Capital
Illinois
$913K -$1.16K -4 -0.1%
MHIC
552
Marble Harbor Investment Counsel
Massachusetts
$909K
HI
553
Horizon Investments
North Carolina
$903K +$533K +1,834 +144%
AIP
554
Ameritas Investment Partners
Nebraska
$896K -$33.5K -115 -4%
LWAM
555
Legacy Wealth Asset Management
Minnesota
$894K +$8.44K +29 +1%
BL
556
Balentine LLC
Georgia
$884K -$66.9K -230 -7%
DSC
557
Duncker Streett & Co
Missouri
$884K
Capstone Investment Advisors
558
Capstone Investment Advisors
New York
$882K +$882K +3,029 New
MAS
559
Meeder Advisory Services
Ohio
$881K -$23.3K -80 -3%
Wolverine Trading
560
Wolverine Trading
Illinois
$880K +$494K +1,698 +128%
WFA
561
Websterrogers Financial Advisors
South Carolina
$878K
TIAA Trust, National Association
562
TIAA Trust, National Association
North Carolina
$875K -$4.66K -16 -0.5%
GIM
563
Grassi Investment Management
California
$873K
MC
564
Machina Capital
France
$869K -$74.5K -256 -8%
WPW
565
Waldron Private Wealth
Pennsylvania
$866K -$21.8K -75 -2%
AWM
566
AE Wealth Management
Kansas
$861K -$26.6K -88 -3%
DWT
567
Dorsey & Whitney Trust
South Dakota
$859K -$57.3K -197 -6%
Luther King Capital Management (LKCM)
568
Luther King Capital Management (LKCM)
Texas
$855K -$3.2K -11 -0.4%
ONB
569
Old National Bancorp
Indiana
$846K -$53K -182 -6%
RWMG
570
Redwood Wealth Management Group
New Jersey
$844K
SWM
571
Sendero Wealth Management
Texas
$839K +$174K +597 +26%
VWM
572
Venturi Wealth Management
Texas
$836K -$21K -72 -2%
PA
573
PFW Advisors
Georgia
$835K -$66.4K -228 -7%
NIM
574
NEOS Investment Management
Connecticut
$828K +$179K +614 +28%
PAS
575
Park Avenue Securities
New York
$827K -$132K -453 -14%