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989 hedge funds and large institutions have $56.2B invested in Aon in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 282 increasing their positions, 381 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 61

15% more call options, than puts

Call options by funds: $176M | Put options by funds: $154M

9% more funds holding

Funds holding: 909989 (+80)

1% less capital invested

Capital invested by funds: $56.9B → $56.2B (-$718M)

3.15% less ownership

Funds ownership: 88.41%85.25% (-3.2%)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

26% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 381

Holders
989
Holders Change
+80
Holders Change %
+8.8%
% of All Funds
15.22%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.43%
New
153
Increased
282
Reduced
381
Closed
61
Calls
$176M
Puts
$154M
Net Calls
+$22.4M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
576
Steward Partners Investment Advisory
New York
$690K +$167K +558 +32%
DGI
577
Disciplined Growth Investors
Minnesota
$687K +$685K +2,285 New
ECM
578
Evergreen Capital Management
Washington
$684K +$899 +3 +0.1%
KPW
579
Kore Private Wealth
New York
$682K -$204K -681 -23%
AAM
580
Advisors Asset Management
Colorado
$670K +$192K +640 +40%
UC
581
Unio Capital
New Jersey
$669K +$307K +1,023 +4%
LOAMS
582
Lombard Odier Asset Management (Switzerland)
Switzerland
$668K +$666K +2,221 New
TAM
583
Trust Asset Management
Texas
$666K
MCS
584
Metatron Capital SICAV
Malta
$661K +$660K +2,200 New
TMAM
585
Tokio Marine Asset Management
Japan
$658K +$54K +180 +9%
NSIM
586
North Star Investment Management
Illinois
$656K
EGM
587
Engineers Gate Manager
New York
$649K +$648K +2,160 New
SIM
588
Sentry Investment Management
Wisconsin
$640K
TA
589
Tectonic Advisors
Texas
$639K
JIC
590
Joel Isaacson & Co
New York
$637K -$20.1K -67 -3%
PA
591
Parallel Advisors
California
$634K +$18.3K +61 +3%
CAL
592
Capital Analysts LLC
Pennsylvania
$625K
CGL
593
Clarius Group LLC
Washington
$616K +$22.2K +74 +4%
CAG
594
Csenge Advisory Group
Florida
$614K +$11.7K +39 +2%
CCA
595
Checchi Capital Advisers
California
$613K +$6.89K +23 +1%
DAS
596
Dynamic Advisor Solutions
Arizona
$613K +$38.4K +128 +7%
FPAS
597
Focus Partners Advisor Solutions
Missouri
$603K +$602K +2,009 New
TIM
598
Thompson Investment Management
Wisconsin
$601K
PFM
599
Parsec Financial Management
North Carolina
$597K
VCM
600
Vigilant Capital Management
Maine
$593K -$5.7K -19 -1%

AON Hedge Fund Activity: Q4 2021 in Review

989 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2021, worth a combined $56.2B — down 1.3% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AON positions and 61 closed out — a net gain of 92 holders — while 282 added to existing stakes and 381 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $453M. The largest seller was BlackRock, cutting an estimated $508M.

  • 989 institutional investors held Aon (AON) as of Q4 2021, up from 909 in Q3 2021.
  • Funds reported $56.2B of Aon stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 153 funds opened new Aon positions in Q4 2021 and 61 closed out, a net change of +92 holders.
  • The largest Aon buyer in Q4 2021 was Viking Global Investors, an estimated $453M added.
  • The largest Aon seller in Q4 2021 was BlackRock, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2021.