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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JA
576
JOYN Advisors
Georgia
$23K +$1.61K +11 +8%
CH
577
Canton Hathaway
Rhode Island
$23K +$21.9K +150 New
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$22K -$13.6K -93 -39%
PCP
579
Proficio Capital Partners
Massachusetts
$22K -$2.34K -16 -10%
RFA
580
Reilly Financial Advisors
California
$22K
CFGS
581
Concourse Financial Group Securities
Alabama
$21K +$20.3K +139 New
CTC
582
Central Trust Company
Missouri
$20K -$135K -920 -88%
FAM
583
Fred Alger Management
New York
$20K -$5.26K -36 -21%
EARNEST Partners
584
EARNEST Partners
Georgia
$20K
FMB
585
Field & Main Bank
Kentucky
$20K
BBA
586
Braun-Bostich & Associates
Pennsylvania
$19K +$6.87K +47 +61%
ASN
587
Advisory Services Network
Georgia
$16K -$13.3K -91 -47%
MWM
588
Mascoma Wealth Management
New Hampshire
$15K
BI
589
Bramshill Investments
Florida
$15K +$14.3K +98 New
AA
590
Ancora Advisors
Ohio
$15K +$14.6K +100 New
ICM
591
IMS Capital Management
Oregon
$15K +$14.6K +100 New
RMAM
592
Raab & Moskowitz Asset Management
New Jersey
$15K +$14.6K +100 New
FANJ
593
Financial Architects (New Jersey)
New Jersey
$14K
WAP
594
Wealthcare Advisory Partners
Pennsylvania
$14K +$3.22K +22 +31%
CAG
595
Csenge Advisory Group
Florida
$13K +$12K +82 New
SBL
596
Sargent Bickham Lagudis
Colorado
$12K +$11K +75 New
SWA
597
Sutton Wealth Advisors
Florida
$11.7K
WSTAM
598
Wilbanks Smith & Thomas Asset Management
Virginia
$8K +$7.75K +53 New
Fidelity International
599
Fidelity International
Bermuda
$8K +$8.04K +55 New
TFO
600
Tarbox Family Office
California
$7K

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.