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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
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
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
FFP
576
FourThought Financial Partners
Florida
$779K -$63.7K -196 -8%
PP
577
Paloma Partners
Connecticut
$779K +$733K +2,256 New
UB
578
UMB Bank
Missouri
$777K -$30.5K -94 -4%
SPIA
579
Steward Partners Investment Advisory
New York
$777K
ZB
580
Zions Bancorporation
Utah
$775K +$39.6K +122 +6%
WFC
581
Western Financial Corp
California
$772K
JIC
582
Joel Isaacson & Co
New York
$766K
SIA
583
SkyView Investment Advisors
New Jersey
$759K +$26.3K +81 +4%
HIC
584
Hartline Investment Corp
Illinois
$752K +$708K +2,179 New
TPA
585
Trivium Point Advisory
Connecticut
$750K -$4.87K -15 -0.7%
KFP
586
KB Financial Partners
New Jersey
$746K +$16.2K +50 +2%
SWM
587
Sendero Wealth Management
Texas
$741K -$699K -2,152 -50%
STA
588
Summit Trail Advisors
New York
$739K +$53.6K +165 +8%
DAS
589
Dynamic Advisor Solutions
Arizona
$731K -$52K -160 -7%
TA
590
Townsend & Associates
Colorado
$720K +$157K +483 +30%
BS
591
Bessemer Securities
New York
$716K -$763K -2,350 -53%
RI
592
Ridgewood Investments
New Jersey
$705K
VFA
593
Valeo Financial Advisors
Indiana
$704K -$82.2K -253 -11%
BRC
594
Bishop Rock Capital
New York
$697K -$704K -2,167 -52%
AIM
595
Aigen Investment Management
New York
$697K +$655K +2,018 New
FPAS
596
Focus Partners Advisor Solutions
Missouri
$692K -$24.4K -75 -4%
VCM
597
Vigilant Capital Management
Maine
$692K
TIM
598
Thompson Investment Management
Wisconsin
$690K
MWM
599
Modera Wealth Management
New Jersey
$685K +$645K +1,985 New
HWM
600
HB Wealth Management
Georgia
$681K +$47.1K +145 +8%

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.