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Aon
AON

Overview Fund Activity

1,002 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 337 increasing their positions, 399 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.04%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
337
Reduced
399
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.06B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$721M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$265M
4
SGA
Sustainable Growth Advisers
Connecticut
+$167M
5
Boston Partners
Boston Partners
Massachusetts
+$155M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$256M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$244M
3
Lazard Asset Management
Lazard Asset Management
New York
-$188M
4
State Street
State Street
Massachusetts
-$140M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
576
Clarius Group LLC
Washington
$755K -$946 -3 -0.1%
DADC
577
D.A. Davidson & Co
Montana
$751K -$22.6K -72 -3%
ACM
578
Acrisure Capital Management
Texas
$743K -$144K -458 -16%
TAM
579
Trust Asset Management
Texas
$741K -$16.1K -51 -2%
UB
580
UMB Bank
Missouri
$740K -$65.9K -209 -8%
PA
581
Parallel Advisors
California
$737K +$2.84K +9 +0.4%
KWM
582
KFG Wealth Management
Indiana
$737K – – –
LOAMS
583
Lombard Odier Asset Management (Switzerland)
Switzerland
$737K +$243K +772 +49%
KIA
584
KCM Investment Advisors
California
$733K +$3.47K +11 +0.5%
DEA
585
DoubleLine ETF Adviser
Florida
$732K -$188K -596 -20%
HBT
586
Hills Bank & Trust
Iowa
$731K – – –
VFA
587
Valeo Financial Advisors
Indiana
$723K +$141K +446 +24%
WW
588
Waterfront Wealth
Kansas
$721K +$35K +111 +5%
DAS
589
Dynamic Advisor Solutions
Arizona
$718K -$99.6K -316 -12%
SPIA
590
Steward Partners Investment Advisory
New York
$709K -$631 -2 -0.1%
WFC
591
Western Financial Corp
California
$705K +$18.9K +60 +3%
JIC
592
Joel Isaacson & Co
New York
$700K +$31.5K +100 +5%
CA
593
Cetera Advisors
Colorado
$693K +$315 +1 +0%
BPA
594
Beacon Pointe Advisors
California
$693K -$16.7K -53 -2%
TPA
595
Trivium Point Advisory
Connecticut
$690K -$20.5K -65 -3%
EAM
596
Empirical Asset Management
Massachusetts
$684K +$684K +2,170 New
CAM
597
Cresset Asset Management
Illinois
$676K +$631 +2 +0.1%
I
598
InceptionR
California
$670K +$670K +2,124 New
ZB
599
Zions Bancorporation
Utah
$669K -$6.31K -20 -0.9%
SIA
600
SkyView Investment Advisors
New Jersey
$668K +$15.5K +49 +2%
22 23
24
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