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803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751803 (+52)

2.73% more ownership

Funds ownership: 92.49%95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
576
Dynamic Advisor Solutions
Arizona
$356K -$7.39K -37 -2%
PA
577
Parallel Advisors
California
$355K +$128K +642 +59%
S
578
SimplyRich
California
$353K
IA
579
IndexIQ Advisors
New York
$353K +$206K +1,031 +152%
CFFP
580
Center for Financial Planning
Michigan
$352K
RWM
581
Ritholtz Wealth Management
New York
$352K +$5.59K +28 +2%
SPIA
582
Steward Partners Investment Advisory
New York
$351K -$130K -652 -28%
QCG
583
Quadrant Capital Group
Ohio
$351K -$119K -594 -26%
Luther King Capital Management (LKCM)
584
Luther King Capital Management (LKCM)
Texas
$348K
CIA
585
Capital Investment Advisors
Georgia
$346K
SC
586
Saturna Capital
Washington
$343K
BAM
587
Belpointe Asset Management
Nevada
$343K +$152K +763 +85%
JIC
588
Joel Isaacson & Co
New York
$342K
TCOO
589
Trust Company of Oklahoma
Oklahoma
$341K +$330K +1,651 New
BIM
590
Baldwin Investment Management
Pennsylvania
$340K +$330K +1,650 New
FPS
591
Fieldpoint Private Securities
Connecticut
$340K +$330K +1,650 New
SB
592
Sunflower Bank
Texas
$339K -$1.2K -6 -0.4%
FBB
593
Fulton Breakefield Broenniman
Maryland
$336K
BP
594
Ballentine Partners
Massachusetts
$334K -$999 -5 -0.3%
HI
595
Horizon Investments
North Carolina
$333K -$1.71M -8,587 -84%
CC
596
Cannell & Co
New York
$333K
SCM
597
Shelton Capital Management
Colorado
$332K
IWM
598
IHT Wealth Management
Illinois
$328K +$1.2K +6 +0.4%
SIA
599
Strategic Investment Advisors
Michigan
$328K +$49.9K +250 +19%
NPF
600
Norris Perne & French
Michigan
$327K +$83.1K +416 +36%

AON Hedge Fund Activity: Q3 2020 in Review

803 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2020, worth a combined $45.5B — up 11% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AON positions and 65 closed out — a net gain of 55 holders — while 290 added to existing stakes and 258 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $869M. The largest seller was Goldman Sachs, cutting an estimated $312M.

  • 803 institutional investors held Aon (AON) as of Q3 2020, up from 751 in Q2 2020.
  • Funds reported $45.5B of Aon stock for Q3 2020, up 11% quarter-over-quarter.
  • 120 funds opened new Aon positions in Q3 2020 and 65 closed out, a net change of +55 holders.
  • The largest Aon buyer in Q3 2020 was WCM Investment Management, an estimated $869M added.
  • The largest Aon seller in Q3 2020 was Goldman Sachs, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2020.