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711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
576
Hudock Inc
Pennsylvania
$175K
ST
577
Smithfield Trust
Pennsylvania
$171K -$11.1K -54 -5%
PA
578
Parallel Advisors
California
$171K +$3.69K +18 +2%
FHA
579
Flagship Harbor Advisors
Massachusetts
$165K -$2.87K -14 -1%
WB
580
West Bancorporation
Iowa
$157K +$1.64K +8 +0.9%
WTC
581
WhitTier Trust Company
Nevada
$154K
TL
582
TrueWealth LLC
Georgia
$146K
SIAS
583
Shine Investment Advisory Services
Colorado
$142K
CFA
584
Carroll Financial Associates
North Carolina
$141K -$614 -3 -0.3%
AIP
585
Ameritas Investment Partners
Nebraska
$140K -$41.2K -201 -4%
BAM
586
Belpointe Asset Management
Nevada
$139K +$48.3K +236 +39%
WWM
587
Willingdon Wealth Management
North Carolina
$139K +$171K +836 +11,943%
Canada Pension Plan Investment Board
588
Canada Pension Plan Investment Board
Ontario, Canada
$134K -$12.1M -59,189 -99%
WT
589
Whittier Trust
California
$130K +$5.73K +28 +4%
QCMC
590
Quantum Capital Management (California)
California
$128K -$16.8K -82 -10%
NCM
591
New Capital Management
Texas
$122K
BL
592
Balentine LLC
Georgia
$121K +$69.2K +338 +86%
CA
593
Clearstead Advisors
Ohio
$119K +$148K +722 New
CCM
594
Covington Capital Management
California
$116K -$6.55K -32 -4%
EI
595
Ellevest Inc
New York
$115K -$6.55K -32 -4%
DWA
596
Dougherty Wealth Advisers
Minnesota
$109K
S
597
SignatureFD
Georgia
$107K +$33.8K +165 +34%
ASN
598
Advisory Services Network
Georgia
$104K +$15.6K +76 +14%
PCG
599
Private Capital Group
Connecticut
$104K +$57.7K +282 +81%
TAIM
600
TD Ameritrade Investment Management
Nebraska
$102K -$6.76K -33 -5%

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.