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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
601
Legacy Wealth Asset Management
Minnesota
$494K -$2.42K -11 -0.5%
CCM
602
Coldstream Capital Management
Washington
$492K +$21.6K +98 +5%
NDSI
603
Newman Dignan & Sheerar Inc
Rhode Island
$487K
CCA
604
Checchi Capital Advisers
California
$482K -$5.5K -25 -1%
CI Investments Inc
605
CI Investments Inc
Ontario, Canada
$481K +$249K +1,132 +118%
EF
606
Empowered Funds
Pennsylvania
$479K
CAL
607
Capital Analysts LLC
Pennsylvania
$478K +$7.7K +35 +2%
LA
608
LVW Advisors
New York
$475K +$22.7K +103 +5%
SS
609
Simplicity Solutions
Minnesota
$471K -$385K -1,749 -46%
CT
610
Chicago Trust
Illinois
$465K -$660 -3 -0.1%
BTWM
611
Baker Tilly Wealth Management
Wisconsin
$465K +$445K +2,022 New
BW
612
Bison Wealth
Georgia
$463K +$70.4K +320 +19%
TIM
613
Thompson Investment Management
Wisconsin
$460K
PFM
614
Parsec Financial Management
North Carolina
$457K -$1.76K -8 -0.4%
PMFA
615
Plante Moran Financial Advisors
Michigan
$454K +$40.5K +184 +10%
APG
616
Abacus Planning Group
South Carolina
$454K +$44K +200 +11%
TSS
617
Two Sigma Securities
New York
$449K +$430K +1,952 New
CIA
618
Capital Investment Advisors
Georgia
$447K +$59K +268 +16%
FBFS
619
First Business Financial Services
Wisconsin
$442K +$48.4K +220 +13%
LAM
620
Lountzis Asset Management
Pennsylvania
$437K
RW
621
Rede Wealth
Virginia
$437K
APP
622
Alpha Paradigm Partners
Illinois
$435K +$416K +1,891 New
IAN
623
Integrated Advisors Network
Texas
$434K -$160K -725 -28%
JF
624
Jump Financial
Illinois
$433K -$356K -1,615 -46%
Lido Advisors
625
Lido Advisors
California
$430K -$4.4K -20 -1%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.