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632 hedge funds and large institutions have $28.2B invested in Aon in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 188 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $135M | Put options by funds: $26.3M

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% less funds holding

Funds holding: 633632 (-1)

5% less capital invested

Capital invested by funds: $29.5B → $28.2B (-$1.34B)

1.38% less ownership

Funds ownership: 85.49%84.11% (-1.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

25% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 250

Holders
632
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14.47%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
61
Increased
188
Reduced
250
Closed
56
Calls
$135M
Puts
$26.3M
Net Calls
+$109M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
601
Lenox Wealth Advisors
New York
$10K +$9.86K +70 New
WAP
602
Wealthcare Advisory Partners
Pennsylvania
$10K +$9.86K +70 New
AF
603
Advisornet Financial
Minnesota
$8K +$8.17K +58 New
TFO
604
Tarbox Family Office
California
$7K
TIM
605
Tortoise Investment Management
New York
$5K
CIA
606
CSat Investment Advisory
Michigan
$5K +$5.07K +36 New
AC
607
Avestar Capital
New York
$4K
WT
608
Whittier Trust
California
$4K
NL
609
NVWM LLC
Pennsylvania
$4K +$3.94K +28 New
WIM
610
Westside Investment Management
California
$3.71K -$1.41K -10 -27%
NIM
611
NuWave Investment Management
New Jersey
$3K -$40.2K -285 -92%
ML
612
McAdam LLC
Pennsylvania
$3K -$1.55K -11 -33%
HIM
613
Hillsdale Investment Management
Ontario, Canada
$3K
WF
614
WealthTrust Fairport
Ohio
$3K
SQA
615
Simon Quick Advisors
New Jersey
$3K +$3.24K +23 New
RWP
616
RWA Wealth Partners
Massachusetts
$2K -$3.8K -27 -61%
CAC
617
Certified Advisory Corp
Florida
$2K
CFD
618
Creative Financial Designs
Indiana
$2K
DAM
619
Delta Asset Management
Tennessee
$2K
OFW
620
Omnia Family Wealth
Florida
$2K
SIM
621
Sonora Investment Management
Arizona
$2K
SA
622
SRH Advisors
Kansas
$2K
SCA
623
Stuart Chaussee & Associates
California
$2K
CFC
624
Coyle Financial Counsel
Illinois
$2K +$2.11K +15 New
HT
625
Heritage Trust
Oklahoma
$2K +$2.11K +15 New

AON Hedge Fund Activity: Q2 2018 in Review

632 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2018, worth a combined $28.2B — down 4.6% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AON positions and 56 closed out — a net gain of 5 holders — while 188 added to existing stakes and 250 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $202M. The largest seller was Principal Financial Group, cutting an estimated $335M.

  • 632 institutional investors held Aon (AON) as of Q2 2018, down from 633 in Q1 2018.
  • Funds reported $28.2B of Aon stock for Q2 2018, down 4.6% quarter-over-quarter.
  • 61 funds opened new Aon positions in Q2 2018 and 56 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q2 2018 was Massachusetts Financial Services, an estimated $202M added.
  • The largest Aon seller in Q2 2018 was Principal Financial Group, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2018.