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1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DGAM
576
Desjardins Global Asset Management
Quebec, Canada
$898K -$318K -962 -26%
HWM
577
HB Wealth Management
Georgia
$895K +$260K +787 +40%
SC
578
Syon Capital
California
$875K +$893K +2,699 New
SEC
579
Seven Eight Capital
New York
$866K -$406K -1,227 -31%
AIA
580
Alera Investment Advisors
Illinois
$865K +$20.5K +62 +2%
QCG
581
Quadrant Capital Group
Ohio
$859K +$17.5K +53 +2%
CCA
582
Checchi Capital Advisers
California
$856K -$165K -500 -16%
TSWM
583
Tyler-Stone Wealth Management
Ohio
$849K
EP
584
Edgestream Partners
New Jersey
$844K +$861K +2,603 New
BC
585
Bartlett & Co
Ohio
$843K
BCWM
586
Bartlett & Co Wealth Management
Ohio
$843K
RC
587
Roundview Capital
New Jersey
$842K +$5.62K +17 +0.7%
DADC
588
D.A. Davidson & Co
Montana
$838K +$38.4K +116 +5%
SA
589
SRN Advisors
Pennsylvania
$837K +$16.5K +50 +2%
CC
590
Chicago Capital
Illinois
$835K
PL
591
Perpetual Ltd
Australia
$815K -$674K -2,037 -45%
TFS
592
Thoroughbred Financial Services
Tennessee
$814K +$831K +2,511 New
MGIA
593
Moneta Group Investment Advisors
Missouri
$813K -$31.1K -94 -4%
BSB
594
Bangor Savings Bank
Maine
$812K -$33.1K -100 -4%
HA
595
Harbor Advisors
Florida
$811K
ACM
596
Aquatic Capital Management
Illinois
$804K +$821K +2,480 New
PA
597
Parallel Advisors
California
$793K +$2.32K +7 +0.3%
VFA
598
Valeo Financial Advisors
Indiana
$788K +$129K +390 +19%
CA
599
Cetera Advisors
Colorado
$784K -$50.6K -153 -6%
DAS
600
Dynamic Advisor Solutions
Arizona
$781K +$96.3K +291 +14%

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.