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Aon
AON

Overview Fund Activity

799 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, 287 increasing their positions, 257 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+52
Holders Change %
+6.96%
% of All Funds
16.16%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
120
Increased
287
Reduced
257
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$898M
2
IFP
Independent Franchise Partners
United Kingdom
+$555M
3
BWA
Brave Warrior Advisors
New York
+$273M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$254M
5
MG
Meritage Group
California
+$174M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$322M
2
Citadel Advisors
Citadel Advisors
Florida
-$287M
3
DZ Bank
DZ Bank
Germany
-$273M
4
State Street
State Street
Massachusetts
-$265M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
576
Center for Financial Planning
Michigan
$352K – – –
RWM
577
Ritholtz Wealth Management
New York
$352K +$5.78K +28 +2%
SPIA
578
Steward Partners Investment Advisory
New York
$351K -$134K -652 -28%
QCG
579
Quadrant Capital Group
Ohio
$351K -$123K -594 -26%
Luther King Capital Management (LKCM)
580
Luther King Capital Management (LKCM)
Texas
$348K – – –
CIA
581
Capital Investment Advisors
Georgia
$346K – – –
SC
582
Saturna Capital
Washington
$343K – – –
BAM
583
Belpointe Asset Management
Nevada
$343K +$158K +763 +85%
JIC
584
Joel Isaacson & Co
New York
$342K – – –
TCOO
585
Trust Company of Oklahoma
Oklahoma
$341K +$341K +1,651 New
BIM
586
Baldwin Investment Management
Pennsylvania
$340K +$340K +1,650 New
FPS
587
Fieldpoint Private Securities
Connecticut
$340K +$340K +1,650 New
SB
588
Sunflower Bank
Texas
$339K -$1.24K -6 -0.4%
FBB
589
Fulton Breakefield Broenniman
Maryland
$336K – – –
BP
590
Ballentine Partners
Massachusetts
$334K -$1.03K -5 -0.3%
HI
591
Horizon Investments
North Carolina
$333K -$1.77M -8,587 -84%
CC
592
Cannell & Co
New York
$333K – – –
SCM
593
Shelton Capital Management
Colorado
$332K – – –
IWM
594
IHT Wealth Management
Illinois
$328K +$1.24K +6 +0.4%
SIA
595
Strategic Investment Advisors
Michigan
$328K +$51.7K +250 +19%
NPF
596
Norris Perne & French
Michigan
$327K +$85.8K +416 +36%
AAS
597
Avantax Advisory Services
Texas
$326K +$101K +488 +45%
SIAS
598
Shine Investment Advisory Services
Colorado
$326K +$148K +716 +83%
CGL
599
Clarius Group LLC
Washington
$323K -$18.6K -90 -5%
CPO
600
Cerity Partners OCIO
New York
$322K +$86.7K +421 +37%
22 23
24
25 26