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Aon
AON

Overview Fund Activity

799 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 287 increasing their positions, 257 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+52
Holders Change %
+6.96%
% of All Funds
16.16%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
120
Increased
287
Reduced
257
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$898M
2
IFP
Independent Franchise Partners
United Kingdom
+$555M
3
BWA
Brave Warrior Advisors
New York
+$273M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$254M
5
MG
Meritage Group
California
+$174M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$322M
2
Citadel Advisors
Citadel Advisors
Florida
-$287M
3
DZ Bank
DZ Bank
Germany
-$273M
4
State Street
State Street
Massachusetts
-$265M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
601
Teza Capital Management
Illinois
$319K -$539K -2,617 -63%
AO
602
Advisor OS
Illinois
$319K +$319K +1,546 New
FT
603
Fiduciary Trust
Massachusetts
$315K -$6.81K -33 -2%
ATC
604
Argent Trust Co
Tennessee
$313K +$10.3K +50 +3%
THWM
605
Taylor Hoffman Wealth Management
Virginia
$309K – – –
MC
606
Moors & Cabot
Massachusetts
$307K +$22.3K +108 +8%
CT
607
Coastline Trust
Rhode Island
$304K – – –
Cetera Investment Advisers
608
Cetera Investment Advisers
Illinois
$303K +$303K +1,467 New
RZH
609
Relyea Zuckerberg Hanson
Connecticut
$296K – – –
PI
610
Putnam Investments
Massachusetts
$291K -$29.3K -142 -9%
AWE
611
Avidian Wealth Enterprises
Texas
$291K +$824 +4 +0.3%
SCA
612
Snowden Capital Advisors
New York
$289K -$425K -2,058 -59%
VFA
613
Valeo Financial Advisors
Indiana
$285K -$19.6K -95 -6%
CC
614
Courier Capital
New York
$285K – – –
MCM
615
Mattern Capital Management
Colorado
$281K – – –
JWA
616
JFS Wealth Advisors
Pennsylvania
$279K -$61.9K -300 -18%
MCIA
617
Mountain Capital Investment Advisors
Colorado
$279K +$279K +1,302 New
AAM
618
Advisors Asset Management
Colorado
$278K -$30.5K -148 -10%
CG
619
Colony Group
Massachusetts
$276K +$24.6K +119 +10%
NIM
620
Northeast Investment Management
Massachusetts
$275K +$275K +1,332 New
AAM
621
Auxier Asset Management
Oregon
$274K +$274K +1,327 New
EH
622
Equitable Holdings
New York
$272K -$6.2K -30 -2%
PIA
623
Pinion Investment Advisors
Kansas
$270K – – –
CG
624
Caprock Group
Idaho
$267K +$267K +1,293 New
TNBTD
625
Trustmark National Bank Trust Department
Mississippi
$267K +$267K +1,296 New
23 24
25
26 27