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Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
576
Steward Partners Investment Advisory
New York
$777K – – –
ZB
577
Zions Bancorporation
Utah
$775K +$42.1K +122 +6%
WFC
578
Western Financial Corp
California
$772K – – –
JIC
579
Joel Isaacson & Co
New York
$766K – – –
SIA
580
SkyView Investment Advisors
New Jersey
$759K +$28K +81 +4%
HIC
581
Hartline Investment Corp
Illinois
$752K +$752K +2,179 New
TPA
582
Trivium Point Advisory
Connecticut
$750K -$5.18K -15 -0.7%
KFP
583
KB Financial Partners
New Jersey
$746K +$17.3K +50 +2%
SWM
584
Sendero Wealth Management
Texas
$741K -$743K -2,152 -50%
STA
585
Summit Trail Advisors
New York
$739K +$57K +165 +8%
DAS
586
Dynamic Advisor Solutions
Arizona
$731K -$55.2K -160 -7%
TA
587
Townsend & Associates
Colorado
$720K +$166K +483 +30%
BS
588
Bessemer Securities
New York
$716K -$811K -2,350 -53%
RI
589
Ridgewood Investments
New Jersey
$705K – – –
VFA
590
Valeo Financial Advisors
Indiana
$704K -$87.3K -253 -11%
BRC
591
Bishop Rock Capital
New York
$697K -$748K -2,167 -52%
AIM
592
Aigen Investment Management
New York
$697K +$697K +2,018 New
FPAS
593
Focus Partners Advisor Solutions
Missouri
$692K -$25.9K -75 -4%
VCM
594
Vigilant Capital Management
Maine
$692K – – –
TIM
595
Thompson Investment Management
Wisconsin
$690K – – –
MWM
596
Modera Wealth Management
New Jersey
$685K +$685K +1,985 New
HWM
597
HB Wealth Management
Georgia
$681K +$50.1K +145 +8%
ECM
598
ExodusPoint Capital Management
New York
$677K -$2.15M -6,239 -76%
S
599
SignatureFD
Georgia
$676K +$8.63K +25 +1%
ASN
600
Advisory Services Network
Georgia
$673K -$8.63K -25 -1%
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