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698 hedge funds and large institutions have $35.1B invested in Aon in 2019 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 251 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $29.7B → $35.1B (+$5.45B)

16% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 73

1% more funds holding

Funds holding: 688698 (+10)

5% more call options, than puts

Call options by funds: $56M | Put options by funds: $53.5M

0.77% more ownership

Funds ownership: 85.01%85.78% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 251

Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
15.11%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.63%
New
85
Increased
243
Reduced
251
Closed
73
Calls
$56M
Puts
$53.5M
Net Calls
+$2.45M
Net Calls Change
-$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
FSC
576
Full Sail Capital
Oklahoma
$206K -$167K -1,030 -46%
BW
577
Bison Wealth
Georgia
$205K -$87.6K -540 -31%
TC
578
Telemus Capital
Michigan
$205K +$195K +1,200 New
AAM
579
Advisors Asset Management
Colorado
$204K +$70.5K +435 +57%
QSS
580
Quantitative Systematic Strategies
Florida
$203K -$1.33M -8,206 -87%
PAS
581
Park Avenue Securities
New York
$200K +$187K +1,155 New
ARMT
582
Amica Retiree Medical Trust
Rhode Island
$198K
GRP
583
Global Retirement Partners
California
$195K +$6.16K +38 +3%
HI
584
Hudock Inc
Pennsylvania
$181K
BAM
585
Belpointe Asset Management
Nevada
$178K +$2.11K +13 +1%
SIAS
586
Shine Investment Advisory Services
Colorado
$175K
EMG
587
ETF Managers Group
New Jersey
$175K +$14.1K +87 +9%
FHA
588
Flagship Harbor Advisors
Massachusetts
$173K
VFA
589
Valeo Financial Advisors
Indiana
$168K +$3.4K +21 +2%
WTC
590
WhitTier Trust Company
Nevada
$166K +$324 +2 +0.2%
WAM
591
Wealthspire Advisors (Maryland)
Maryland
$162K +$1.46K +9 +1%
SF
592
Synovus Financial
Georgia
$160K
FL
593
Fort LP
Maryland
$158K +$9.73K +60 +7%
PA
594
Parallel Advisors
California
$154K +$43.8K +270 +43%
TL
595
TrueWealth LLC
Georgia
$151K
APA
596
American Portfolios Advisors
New York
$150K +$41.7K +257 +41%
AssetMark Inc
597
AssetMark Inc
California
$143K -$251K -1,546 -65%
FPS
598
Fieldpoint Private Securities
Connecticut
$141K
CCM
599
Covington Capital Management
California
$135K -$28.4K -175 -18%
NCM
600
New Capital Management
Texas
$126K

AON Hedge Fund Activity: Q1 2019 in Review

698 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2019, worth a combined $35.1B — up 18% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AON positions and 73 closed out — a net gain of 12 holders — while 243 added to existing stakes and 251 trimmed.

The largest buyer was Capital International Investors, adding an estimated $301M. The largest seller was Artisan Partners, cutting an estimated $430M.

  • 698 institutional investors held Aon (AON) as of Q1 2019, up from 688 in Q4 2018.
  • Funds reported $35.1B of Aon stock for Q1 2019, up 18% quarter-over-quarter.
  • 85 funds opened new Aon positions in Q1 2019 and 73 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q1 2019 was Capital International Investors, an estimated $301M added.
  • The largest Aon seller in Q1 2019 was Artisan Partners, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2019.