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752 hedge funds and large institutions have $41.1B invested in Aon in 2020 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 250 increasing their positions, 230 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 104

26% more capital invested

Capital invested by funds: $32.5B → $41.1B (+$8.6B)

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

7.91% more ownership

Funds ownership: 84.58%92.49% (+7.9%)

6% more funds holding

Funds holding: 712752 (+40)

9% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 230

8% more call options, than puts

Call options by funds: $137M | Put options by funds: $127M

Holders
752
Holders Change
+40
Holders Change %
+5.62%
% of All Funds
15.42%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.74%
New
151
Increased
250
Reduced
230
Closed
104
Calls
$137M
Puts
$127M
Net Calls
+$9.83M
Net Calls Change
-$48.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
601
Wedbush Securities
California
$219K -$124K -668 -37%
TNB
602
TCF National Bank
South Dakota
$219K +$211K +1,134 New
P
603
Pitcairn
Pennsylvania
$219K +$212K +1,137 New
GRP
604
Global Retirement Partners
California
$218K
BHC
605
Bowen Hanes & Co
Florida
$214K +$207K +1,110 New
SPC
606
Sigma Planning Corp
Michigan
$213K +$206K +1,106 New
HIA
607
Harbor Investment Advisory
Maryland
$212K +$932 +5 +0.5%
NRS
608
Neville Rodie & Shaw
New York
$212K +$205K +1,100 New
AAS
609
Avantax Advisory Services
Texas
$210K -$37.1K -199 -15%
SMC
610
Smith, Moore & Co
Missouri
$210K +$203K +1,089 New
HI
611
Hudock Inc
Pennsylvania
$209K +$4.1K +22 +2%
VWA
612
V Wealth Advisors
Kansas
$209K +$202K +1,083 New
PA
613
Parallel Advisors
California
$208K +$8.01K +43 +4%
Walleye Capital
614
Walleye Capital
New York
$207K +$200K +1,075 New
CCA
615
Cobblestone Capital Advisors
New York
$205K -$41.9K -225 -17%
FHA
616
Flagship Harbor Advisors
Massachusetts
$202K +$9.32K +50 +5%
QI
617
Qtron Investments
Massachusetts
$201K -$146K -783 -43%
SF
618
Synovus Financial
Georgia
$198K -$131K -701 -40%
Canada Pension Plan Investment Board
619
Canada Pension Plan Investment Board
Ontario, Canada
$195K +$37.3K +200 +25%
OIA
620
Optimum Investment Advisors
Illinois
$193K -$28K -150 -13%
MLFP
621
MPS Loria Financial Planners
Illinois
$193K +$186K +1,000 New
WB
622
West Bancorporation
Iowa
$183K -$186 -1 -0.1%
BAM
623
Belpointe Asset Management
Nevada
$173K +$9.88K +53 +6%
TL
624
TrueWealth LLC
Georgia
$170K
CIA
625
CSat Investment Advisory
Michigan
$168K +$63.4K +340 +64%

AON Hedge Fund Activity: Q2 2020 in Review

752 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2020, worth a combined $41.1B — up 26% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new AON positions and 104 closed out — a net gain of 47 holders — while 250 added to existing stakes and 230 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $853M. The largest seller was Lazard Asset Management, cutting an estimated $404M.

  • 752 institutional investors held Aon (AON) as of Q2 2020, up from 712 in Q1 2020.
  • Funds reported $41.1B of Aon stock for Q2 2020, up 26% quarter-over-quarter.
  • 151 funds opened new Aon positions in Q2 2020 and 104 closed out, a net change of +47 holders.
  • The largest Aon buyer in Q2 2020 was Artisan Partners, an estimated $853M added.
  • The largest Aon seller in Q2 2020 was Lazard Asset Management, an estimated $404M sold.

Based on aggregated 13F filings for Q2 2020.