We are live on ! Find out more

696 hedge funds and large institutions have $39.4B invested in Aon in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

12% more capital invested

Capital invested by funds: $35.1B → $39.4B (+$4.23B)

11% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 71

0% less funds holding

Funds holding: 698696 (-2)

0.92% less ownership

Funds ownership: 85.78%84.86% (-0.92%)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

39% less call options, than puts

Call options by funds: $52.8M | Put options by funds: $86M

Holders
696
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
15.12%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.8%
New
79
Increased
214
Reduced
271
Closed
71
Calls
$52.8M
Puts
$86M
Net Calls
-$33.2M
Net Calls Change
-$35.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
576
Tiemann Investment Advisors
California
$204K +$192K +1,058 New
VHAM
577
Van Hulzen Asset Management
California
$203K +$191K +1,053 New
AIM
578
Achmea Investment Management
Netherlands
$200K +$187K +1,034 New
FHA
579
Flagship Harbor Advisors
Massachusetts
$195K
WTC
580
WhitTier Trust Company
Nevada
$189K +$544 +3 +0.3%
SIAS
581
Shine Investment Advisory Services
Colorado
$186K -$10.9K -60 -6%
SF
582
Synovus Financial
Georgia
$181K
VFA
583
Valeo Financial Advisors
Indiana
$178K -$11.4K -63 -6%
APA
584
American Portfolios Advisors
New York
$177K +$7.79K +43 +5%
NIT
585
NumerixS Investment Technologies
British Columbia, Canada
$174K +$163K +900 New
PA
586
Parallel Advisors
California
$171K -$3.62K -20 -2%
TL
587
TrueWealth LLC
Georgia
$171K
TPWA
588
TRUE Private Wealth Advisors
Oregon
$170K +$160K +883 New
FPS
589
Fieldpoint Private Securities
Connecticut
$159K
CCM
590
Covington Capital Management
California
$152K
NIM
591
NuWave Investment Management
New Jersey
$151K +$103K +571 +271%
NCM
592
New Capital Management
Texas
$143K
MCM
593
Manchester Capital Management
Vermont
$138K
CL
594
CSS LLC
Illinois
$135K +$127K +700 New
GLI
595
Guardian Life Insurance
New York
$133K
EI
596
Ellevest Inc
New York
$131K -$6.34K -35 -5%
SWP
597
Strategic Wealth Partners
Ohio
$130K
DWA
598
Dougherty Wealth Advisers
Minnesota
$127K
RCAG
599
Rehmann Capital Advisory Group
Michigan
$124K +$181 +1 +0.2%
GWMIA
600
Global Wealth Management Investment Advisory
Florida
$118K +$110K +607 +12,140%

AON Hedge Fund Activity: Q2 2019 in Review

696 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2019, worth a combined $39.4B — up 12% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AON positions and 71 closed out — a net gain of 8 holders — while 214 added to existing stakes and 271 trimmed.

The largest buyer was USS Investment Management, opening a new position worth an estimated $201M. The largest seller was Artisan Partners, cutting an estimated $114M.

  • 696 institutional investors held Aon (AON) as of Q2 2019, down from 698 in Q1 2019.
  • Funds reported $39.4B of Aon stock for Q2 2019, up 12% quarter-over-quarter.
  • 79 funds opened new Aon positions in Q2 2019 and 71 closed out, a net change of +8 holders.
  • The largest Aon buyer in Q2 2019 was USS Investment Management, an estimated $201M added.
  • The largest Aon seller in Q2 2019 was Artisan Partners, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.