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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
576
Vanguard Personalized Indexing Management
California
$587K +$228K +1,036 +68%
Federated Hermes
577
Federated Hermes
Pennsylvania
$585K +$87.2K +396 +18%
Luther King Capital Management (LKCM)
578
Luther King Capital Management (LKCM)
Texas
$582K +$148K +673 +36%
YWP
579
YorkBridge Wealth Partners
New York
$581K -$35.2K -160 -6%
MCM
580
MAI Capital Management
Ohio
$576K +$32.8K +149 +6%
HA
581
Harbor Advisors
Florida
$575K
AWM
582
Altium Wealth Management
New York
$569K -$17.6K -80 -3%
SM
583
Sciencast Management
New Jersey
$568K -$186K -846 -26%
NFG
584
Nations Financial Group
Iowa
$568K -$1.1K -5 -0.2%
CP
585
Covenant Partners
Tennessee
$565K +$540K +2,454 New
SXL
586
Summit X LLC
Missouri
$563K -$6.6K -30 -1%
SIM
587
Sentry Investment Management
Wisconsin
$562K -$2.99M -13,585 -85%
MAFM
588
Mid Atlantic Financial Management
Pennsylvania
$561K -$12.8K -58 -2%
CCIA
589
Campbell & Co Investment Adviser
Maryland
$549K +$525K +2,386 New
FTDI
590
First Trust Direct Indexing
Massachusetts
$545K +$28.6K +130 +6%
FF
591
FourThought Financial
Florida
$539K +$43.4K +197 +9%
WPW
592
Waldron Private Wealth
Pennsylvania
$536K +$19.4K +88 +4%
DCM
593
Donaldson Capital Management
Indiana
$533K +$5.5K +25 +1%
NIG
594
NFJ Investment Group
Texas
$533K +$510K +2,316 New
PPCM
595
Pillar Pacific Capital Management
California
$529K
NSIM
596
North Star Investment Management
Illinois
$527K
1WA
597
180 Wealth Advisors
Washington
$519K -$24.4K -111 -5%
EWA
598
Exencial Wealth Advisors
Oklahoma
$514K +$492K +2,235 New
PIA
599
Pinion Investment Advisors
Kansas
$497K +$476K +2,162 New
ECM
600
Evergreen Capital Management
Washington
$495K +$5.94K +27 +1%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.