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633 hedge funds and large institutions have $29.5B invested in Aon in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 175 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $29.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

7% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 70

3% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$747M)

0% less funds holding

Funds holding: 636633 (-3)

0.7% less ownership

Funds ownership: 86.19%85.49% (-0.7%)

33% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 263

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
14.51%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
75
Increased
175
Reduced
263
Closed
70
Calls
$55.8M
Puts
$29.1M
Net Calls
+$26.7M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAG
601
First Capital Advisors Group
New Jersey
$9K +$9.38K +67 New
TFO
602
Tarbox Family Office
California
$7K
RWP
603
RWA Wealth Partners
Massachusetts
$6K +$6.16K +44 New
WIM
604
Westside Investment Management
California
$5.11K +$1.12K +8 +28%
TIM
605
Tortoise Investment Management
New York
$5K
ML
606
McAdam LLC
Pennsylvania
$5K +$4.62K +33 New
PW
607
Price Wealth
Texas
$4K -$4.34K -31 -50%
HIM
608
Hillsdale Investment Management
Ontario, Canada
$4K -$700 -5 -17%
AC
609
Avestar Capital
New York
$4K +$420 +3 +9%
WT
610
Whittier Trust
California
$4K +$3.64K +26 New
Nomura Holdings
611
Nomura Holdings
Japan
$3.63K +$468K +3,338 +15%
DAM
612
Delta Asset Management
Tennessee
$3K
IWM
613
IHT Wealth Management
Illinois
$3K
PGWM
614
Parisi Gray Wealth Management
New Jersey
$3K
RA
615
Rational Advisors
New York
$3K +$2.66K +19 New
WF
616
WealthTrust Fairport
Ohio
$3K +$2.66K +19 New
FMA
617
FNY Managed Accounts
New York
$3K +$3.92K +28 New
SIM
618
Sonora Investment Management
Arizona
$2.1K
PHK
619
Point72 Hong Kong
Hong Kong
$2K -$212K -1,517 -99%
AWA
620
Acorn Wealth Advisors
Michigan
$2K
CFD
621
Creative Financial Designs
Indiana
$2K
KF
622
Krilogy Financial
Missouri
$2K
OFW
623
Omnia Family Wealth
Florida
$2K
SA
624
SRH Advisors
Kansas
$2K
SCA
625
Stuart Chaussee & Associates
California
$2K

AON Hedge Fund Activity: Q1 2018 in Review

633 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2018, worth a combined $29.5B — up 2.6% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AON positions and 70 closed out — a net gain of 5 holders — while 175 added to existing stakes and 263 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $334M. The largest seller was APG Asset Management, cutting an estimated $185M.

  • 633 institutional investors held Aon (AON) as of Q1 2018, down from 636 in Q4 2017.
  • Funds reported $29.5B of Aon stock for Q1 2018, up 2.6% quarter-over-quarter.
  • 75 funds opened new Aon positions in Q1 2018 and 70 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q1 2018 was Massachusetts Financial Services, an estimated $334M added.
  • The largest Aon seller in Q1 2018 was APG Asset Management, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2018.