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633 hedge funds and large institutions have $29.5B invested in Aon in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 175 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $29.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

7% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 70

3% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$747M)

0% less funds holding

Funds holding: 636633 (-3)

0.7% less ownership

Funds ownership: 86.19%85.49% (-0.7%)

33% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 263

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
14.51%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
75
Increased
175
Reduced
263
Closed
70
Calls
$55.8M
Puts
$29.1M
Net Calls
+$26.7M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
576
Kaizen Advisory
Illinois
$34K
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$33K -$9.66K -69 -22%
RFA
578
Reilly Financial Advisors
California
$33K +$23.8K +170 +262%
EWM
579
Endurance Wealth Management
Rhode Island
$32K
OC
580
Oakworth Capital
Alabama
$32K +$7.98K +57 +34%
TC
581
Trilogy Capital
California
$32K +$31.5K +225 New
ASN
582
Advisory Services Network
Georgia
$31K +$6.58K +47 +27%
APP
583
Avantax Planning Partners
Iowa
$30K +$29.6K +211 New
CHP
584
Cable Hill Partners
Oregon
$28K -$11.2K -80 -28%
S
585
SignatureFD
Georgia
$28K +$27.7K +198 New
PCP
586
Proficio Capital Partners
Massachusetts
$26K +$3.08K +22 +14%
FAM
587
Fred Alger Management
New York
$24K -$6.58K -47 -22%
EFSCE
588
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$3.22K +23 +17%
ZB
589
Zions Bancorporation
Utah
$21K +$21.3K +152 New
EARNEST Partners
590
EARNEST Partners
Georgia
$19K
DWM
591
Destination Wealth Management
California
$19K +$19.2K +137 New
FMB
592
Field & Main Bank
Kentucky
$18K -$14K -100 -43%
AS
593
Altshuler Shaham
Israel
$17K -$2.8K -20 -14%
TFS
594
TrustCore Financial Services
Tennessee
$15K
MWM
595
Mascoma Wealth Management
New Hampshire
$14K
GFP
596
Gryphon Financial Partners
Ohio
$12K +$700 +5 +6%
FANJ
597
Financial Architects (New Jersey)
New Jersey
$12K +$8.12K +58 +232%
BBA
598
Braun-Bostich & Associates
Pennsylvania
$11K
SWA
599
Sutton Wealth Advisors
Florida
$10.7K
SIAS
600
Shine Investment Advisory Services
Colorado
$9K

AON Hedge Fund Activity: Q1 2018 in Review

633 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2018, worth a combined $29.5B — up 2.6% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AON positions and 70 closed out — a net gain of 5 holders — while 175 added to existing stakes and 263 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $334M. The largest seller was APG Asset Management, cutting an estimated $185M.

  • 633 institutional investors held Aon (AON) as of Q1 2018, down from 636 in Q4 2017.
  • Funds reported $29.5B of Aon stock for Q1 2018, up 2.6% quarter-over-quarter.
  • 75 funds opened new Aon positions in Q1 2018 and 70 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q1 2018 was Massachusetts Financial Services, an estimated $334M added.
  • The largest Aon seller in Q1 2018 was APG Asset Management, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2018.