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696 hedge funds and large institutions have $39.4B invested in Aon in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

12% more capital invested

Capital invested by funds: $35.1B → $39.4B (+$4.23B)

11% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 71

0% less funds holding

Funds holding: 698696 (-2)

0.92% less ownership

Funds ownership: 85.78%84.86% (-0.92%)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

39% less call options, than puts

Call options by funds: $52.8M | Put options by funds: $86M

Holders
696
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
15.12%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.8%
New
79
Increased
214
Reduced
271
Closed
71
Calls
$52.8M
Puts
$86M
Net Calls
-$33.2M
Net Calls Change
-$35.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
601
Tower Research Capital (TRC)
New York
$107K -$405K -2,233 -80%
O
602
Ossiam
France
$106K +$99.8K +551 New
OIA
603
OneDigital Investment Advisors
Kansas
$104K +$181 +1 +0.2%
BAM
604
Belpointe Asset Management
Nevada
$100K -$94.6K -522 -50%
WPA
605
West Paces Advisors
Georgia
$99K
HR
606
Howe & Rusling
New York
$94K +$14.1K +78 +19%
HPC
607
HM Payson & Co
Maine
$92K +$86.6K +478 New
BFC
608
Bedel Financial Consulting
Indiana
$81K
TWA
609
TCI Wealth Advisors
Arizona
$79K
BCA
610
Berman Capital Advisors
Georgia
$79K +$30.3K +167 +68%
GWS
611
Glassman Wealth Services
Virginia
$78K
HWA
612
Heritage Wealth Advisors
Virginia
$77.2K
PCIA
613
Prime Capital Investment Advisors
Kansas
$74K
LC
614
Lindbrook Capital
California
$73K +$1.99K +11 +3%
CIA
615
CSat Investment Advisory
Michigan
$72K +$58.7K +324 +704%
VCM
616
Versant Capital Management
Arizona
$71K -$12K -66 -15%
KCPG
617
Kavar Capital Partners Group
Kansas
$68K +$63.4K +350 New
ESB
618
Essex Savings Bank
Connecticut
$67K +$34.3K +189 +118%
RA
619
Rational Advisors
New York
$65K -$517K -2,851 -89%
S
620
SignatureFD
Georgia
$64K +$4.53K +25 +8%
LFG
621
LifePlan Financial Group
Ohio
$63K
ASN
622
Advisory Services Network
Georgia
$61K -$383K -2,112 -87%
MDCM
623
Morgan Dempsey Capital Management
Wisconsin
$61K
CI Investments Inc
624
CI Investments Inc
Ontario, Canada
$58K +$1.81K +10 +3%
TFS
625
TrustCore Financial Services
Tennessee
$45K

AON Hedge Fund Activity: Q2 2019 in Review

696 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2019, worth a combined $39.4B — up 12% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AON positions and 71 closed out — a net gain of 8 holders — while 214 added to existing stakes and 271 trimmed.

The largest buyer was USS Investment Management, opening a new position worth an estimated $201M. The largest seller was Artisan Partners, cutting an estimated $114M.

  • 696 institutional investors held Aon (AON) as of Q2 2019, down from 698 in Q1 2019.
  • Funds reported $39.4B of Aon stock for Q2 2019, up 12% quarter-over-quarter.
  • 79 funds opened new Aon positions in Q2 2019 and 71 closed out, a net change of +8 holders.
  • The largest Aon buyer in Q2 2019 was USS Investment Management, an estimated $201M added.
  • The largest Aon seller in Q2 2019 was Artisan Partners, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.