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698 hedge funds and large institutions have $35.1B invested in Aon in 2019 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 251 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $29.7B → $35.1B (+$5.45B)

16% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 73

1% more funds holding

Funds holding: 688698 (+10)

5% more call options, than puts

Call options by funds: $56M | Put options by funds: $53.5M

0.77% more ownership

Funds ownership: 85.01%85.78% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 251

Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
15.11%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.63%
New
85
Increased
243
Reduced
251
Closed
73
Calls
$56M
Puts
$53.5M
Net Calls
+$2.45M
Net Calls Change
-$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
601
Walleye Capital
New York
$125K +$119K +731 New
CFA
602
Carroll Financial Associates
North Carolina
$123K -$9.73K -60 -8%
SWM
603
SeaCrest Wealth Management
New York
$123K
MCM
604
Manchester Capital Management
Vermont
$122K -$10.7K -66 -8%
EI
605
Ellevest Inc
New York
$122K
GLI
606
Guardian Life Insurance
New York
$117K
SWP
607
Strategic Wealth Partners
Ohio
$117K
DWA
608
Dougherty Wealth Advisers
Minnesota
$112K
RCAG
609
Rehmann Capital Advisory Group
Michigan
$110K +$649 +4 +0.6%
OIA
610
OneDigital Investment Advisors
Kansas
$92K +$162 +1 +0.2%
WPA
611
West Paces Advisors
Georgia
$87.6K
IWP
612
Icon Wealth Partners
Texas
$83K +$79.3K +489 New
LFA
613
Legacy Financial Advisors
Kentucky
$77K +$9.89K +61 +16%
VCM
614
Versant Capital Management
Arizona
$74K
BFC
615
Bedel Financial Consulting
Indiana
$71K
TWA
616
TCI Wealth Advisors
Arizona
$70K -$973 -6 -1%
HR
617
Howe & Rusling
New York
$69K -$1.78K -11 -3%
GWS
618
Glassman Wealth Services
Virginia
$69K +$16.4K +101 +33%
HWA
619
Heritage Wealth Advisors
Virginia
$68.3K +$64.9K +400 New
PCG
620
Private Capital Group
Connecticut
$68K -$16.9K -104 -21%
PCIA
621
Prime Capital Investment Advisors
Kansas
$66K +$62.4K +385 New
LC
622
Lindbrook Capital
California
$62K
LFG
623
LifePlan Financial Group
Ohio
$55K
MDCM
624
Morgan Dempsey Capital Management
Wisconsin
$54K
S
625
SignatureFD
Georgia
$53K +$5.35K +33 +12%

AON Hedge Fund Activity: Q1 2019 in Review

698 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2019, worth a combined $35.1B — up 18% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AON positions and 73 closed out — a net gain of 12 holders — while 243 added to existing stakes and 251 trimmed.

The largest buyer was Capital International Investors, adding an estimated $301M. The largest seller was Artisan Partners, cutting an estimated $430M.

  • 698 institutional investors held Aon (AON) as of Q1 2019, up from 688 in Q4 2018.
  • Funds reported $35.1B of Aon stock for Q1 2019, up 18% quarter-over-quarter.
  • 85 funds opened new Aon positions in Q1 2019 and 73 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q1 2019 was Capital International Investors, an estimated $301M added.
  • The largest Aon seller in Q1 2019 was Artisan Partners, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2019.