Aon
546 hedge funds and large institutions have $27.3B invested in Aon in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 236 reducing their positions, and 67 closing their positions.
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
7% more capital invested
Capital invested by funds: $25.4B → $27.3B (+$1.89B)
0.99% more ownership
Funds ownership: 86.63% → 87.61% (+0.99%)
6% less funds holding
Funds holding: 580 → 546 (-34)
28% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 236
34% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 67
47% less call options, than puts
Call options by funds: $16.5M | Put options by funds: $31.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.71B |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$227M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$139M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$110M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$96M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$71.8M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$62.4M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
-$59.1M |
| 5 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$55.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIC
601
Joel Isaacson & Co
New York
| – | -$170K | -1,522 | Closed |
|
|
PRS
602
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| – | -$89K | -797 | Closed |
|
|
JCM
603
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$71K | -627 | Closed |
|
|
AIM
604
Acrospire Investment Management
Chicago,
Illinois
| – | -$67K | -600 | Closed |
|
|
PHK
605
Point72 Hong Kong
Hong Kong
| – | -$46K | -410 | Closed |
|
|
PCM
606
Penserra Capital Management
Orinda,
California
| – | -$22K | -198 | Closed |
|
607
EARNEST Partners
Atlanta,
Georgia
| – | -$15K | -133 | Closed |
|
|
FAN
608
Financial Advisors Network
Tustin,
California
| – | -$14.7K | -130 | Closed |
|
|
MPWT
609
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$7.81K | -70 | Closed |
|
|
IWA
610
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$7K | -64 | Closed |
|
|
WTB
611
Washington Trust Bank
Spokane,
Washington
| – | -$2K | -21 | Closed |
|
|
MAM
612
Magellan Asset Management
Sydney,
Australia
| – | +$7.73K | +67 | +20% |
|
AON Hedge Fund Activity: Q1 2017 in Review
546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2017, worth a combined $27.3B — up 7.4% from $25.4B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of AON and 44 opened new positions — a net loss of 23 holders — while 236 trimmed existing stakes and 171 added.
The largest buyer was BlackRock, adding an estimated $1.71B. The largest seller was Wellington Management Group, cutting an estimated $96M.
- 546 institutional investors held Aon (AON) as of Q1 2017, down from 580 in Q4 2016.
- Funds reported $27.3B of Aon stock for Q1 2017, up 7.4% quarter-over-quarter.
- 44 funds opened new Aon positions in Q1 2017 and 67 closed out, a net change of -23 holders.
- The largest Aon buyer in Q1 2017 was BlackRock, an estimated $1.71B added.
- The largest Aon seller in Q1 2017 was Wellington Management Group, an estimated $96M sold.
Based on aggregated 13F filings for Q1 2017.