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857 hedge funds and large institutions have $47B invested in Aon in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 304 increasing their positions, 288 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 52

126% more call options, than puts

Call options by funds: $179M | Put options by funds: $79.2M

7% more funds holding

Funds holding: 803857 (+54)

2.25% more ownership

Funds ownership: 95.22%97.47% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 288

3% more capital invested

Capital invested by funds: $45.5B → $47B (+$1.5B)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

Holders
857
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
15.17%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.5%
New
119
Increased
304
Reduced
288
Closed
52
Calls
$179M
Puts
$79.2M
Net Calls
+$100M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
576
Waldron Private Wealth
Pennsylvania
$473K -$4.08K -20 -0.9%
FTDI
577
First Trust Direct Indexing
Massachusetts
$473K +$457K +2,240 New
GT
578
Greenleaf Trust
Michigan
$466K +$4.9K +24 +1%
LWAM
579
Legacy Wealth Asset Management
Minnesota
$456K +$441K +2,158 New
GLA
580
Great Lakes Advisors
Illinois
$455K -$80.8K -396 -16%
Federated Hermes
581
Federated Hermes
Pennsylvania
$454K -$31.2K -153 -7%
FF
582
FourThought Financial
Florida
$453K +$438K +2,147 New
1WA
583
180 Wealth Advisors
Washington
$452K +$37.2K +182 +9%
ECM
584
Evergreen Capital Management
Washington
$449K -$3.06K -15 -0.7%
CCA
585
Checchi Capital Advisers
California
$447K +$817 +4 +0.2%
RW
586
Rede Wealth
Virginia
$441K +$387K +1,898 New
CCM
587
Coldstream Capital Management
Washington
$431K -$51K -250 -11%
CAL
588
Capital Analysts LLC
Pennsylvania
$431K +$11.2K +55 +3%
CT
589
Chicago Trust
Illinois
$427K +$612 +3 +0.1%
TIM
590
Thompson Investment Management
Wisconsin
$423K
SM
591
SG3 Management
Puerto Rico
$423K +$408K +2,000 New
PFM
592
Parsec Financial Management
North Carolina
$421K +$1.63K +8 +0.4%
ODCM
593
Old Dominion Capital Management
Virginia
$421K +$202K +990 +99%
TPCW
594
TD Private Client Wealth
New York
$419K +$817 +4 +0.2%
DA
595
Duality Advisers
Florida
$416K +$402K +1,967 New
LA
596
LVW Advisors
New York
$414K +$3.67K +18 +0.9%
LAM
597
Lountzis Asset Management
Pennsylvania
$401K
Lido Advisors
598
Lido Advisors
California
$398K -$63.3K -310 -14%
D.E. Shaw & Co
599
D.E. Shaw & Co
New York
$398K +$612 +3 +0.2%
Luther King Capital Management (LKCM)
600
Luther King Capital Management (LKCM)
Texas
$392K +$34.5K +169 +10%