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Aon
AON

Overview Fund Activity

631 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, 173 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
14.48%
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
173
Reduced
263
Closed
70
Calls
$55.8M
Puts
$29.1M
Net Calls
+$26.7M
Net Calls Change
-$32.6M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$335M
2
Ameriprise
Ameriprise
Minnesota
+$203M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$101M
4
Wells Fargo
Wells Fargo
California
+$71.9M
5
Millennium Management
Millennium Management
New York
+$54.2M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$151M
2
Goldman Sachs
Goldman Sachs
New York
-$125M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$120M
4
State Street
State Street
Massachusetts
-$114M
5
Artisan Partners
Artisan Partners
Wisconsin
-$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
576
Reilly Financial Advisors
California
$33K +$23.9K +170 +262%
EWM
577
Endurance Wealth Management
Rhode Island
$32K – – –
OC
578
Oakworth Capital
Alabama
$32K +$8.07K +57 +34%
TC
579
Trilogy Capital
California
$32K +$32K +225 New
ASN
580
Advisory Services Network
Georgia
$31K +$6.56K +47 +27%
APP
581
Avantax Planning Partners
Iowa
$30K +$30K +211 New
CHP
582
Cable Hill Partners
Oregon
$28K -$11.1K -80 -28%
S
583
SignatureFD
Georgia
$28K +$28K +198 New
PCP
584
Proficio Capital Partners
Massachusetts
$26K +$3.11K +22 +14%
FAM
585
Fred Alger Management
New York
$24K -$6.71K -47 -22%
EFSCE
586
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$3.27K +23 +17%
ZB
587
Zions Bancorporation
Utah
$21K +$21K +152 New
EARNEST Partners
588
EARNEST Partners
Georgia
$19K – – –
DWM
589
Destination Wealth Management
California
$19K +$19K +137 New
FMB
590
Field & Main Bank
Kentucky
$18K -$13.7K -100 -43%
AS
591
Altshuler Shaham
Israel
$17K -$2.88K -20 -14%
TFS
592
TrustCore Financial Services
Tennessee
$15K – – –
MWM
593
Mascoma Wealth Management
New Hampshire
$14K – – –
GFP
594
Gryphon Financial Partners
Ohio
$12K +$659 +5 +6%
FANJ
595
Financial Architects (New Jersey)
New Jersey
$12K +$8.39K +58 +232%
BBA
596
Braun-Bostich & Associates
Pennsylvania
$11K – – –
SWA
597
Sutton Wealth Advisors
Florida
$10.7K – – –
SIAS
598
Shine Investment Advisory Services
Colorado
$9K – – –
FCAG
599
First Capital Advisors Group
New Jersey
$9K +$9K +67 New
TFO
600
Tarbox Family Office
California
$7K – – –
22 23
24
25 26