We are live on ! Find out more

989 hedge funds and large institutions have $56.2B invested in Aon in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 282 increasing their positions, 381 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 61

15% more call options, than puts

Call options by funds: $176M | Put options by funds: $154M

9% more funds holding

Funds holding: 909989 (+80)

1% less capital invested

Capital invested by funds: $56.9B → $56.2B (-$718M)

3.15% less ownership

Funds ownership: 88.41%85.25% (-3.2%)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

26% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 381

Holders
989
Holders Change
+80
Holders Change %
+8.8%
% of All Funds
15.22%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.43%
New
153
Increased
282
Reduced
381
Closed
61
Calls
$176M
Puts
$154M
Net Calls
+$22.4M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
601
Lido Advisors
California
$591K +$3.6K +12 +0.6%
FHB
602
First Hawaiian Bank
Hawaii
$588K +$586K +1,955 New
PMFA
603
Plante Moran Financial Advisors
Michigan
$583K -$18.3K -61 -3%
CIA
604
Capital Investment Advisors
Georgia
$582K
MGP
605
Metis Global Partners
California
$582K +$580K +1,935 New
FBFS
606
First Business Financial Services
Wisconsin
$577K
LA
607
LVW Advisors
New York
$573K -$32.4K -108 -5%
ACM
608
AlphaCrest Capital Management
New York
$572K +$38.1K +127 +7%
LAM
609
Lountzis Asset Management
Pennsylvania
$571K
RW
610
Rede Wealth
Virginia
$570K
QCG
611
Quadrant Capital Group
Ohio
$570K +$18.3K +61 +3%
MWM
612
Modera Wealth Management
New Jersey
$570K +$569K +1,897 New
CA
613
Continuum Advisory
Idaho
$565K -$69.9K -233 -11%
Federated Hermes
614
Federated Hermes
Pennsylvania
$561K +$165K +551 +42%
RWM
615
Ritholtz Wealth Management
New York
$535K +$21K +70 +4%
NIM
616
NuWave Investment Management
New Jersey
$530K -$634K -2,115 -55%
CG
617
Caprock Group
Idaho
$528K +$30K +100 +6%
HI
618
Horizon Investments
North Carolina
$527K +$81.8K +273 +18%
AG
619
AlphaSimPlex Group
Massachusetts
$521K -$528K -1,761 -50%
GLA
620
Great Lakes Advisors
Illinois
$520K +$41.4K +138 +9%
S
621
SimplyRich
California
$514K
Assenagon Asset Management
622
Assenagon Asset Management
Luxembourg
$513K
GA
623
Greenspring Advisors
Maryland
$512K +$511K +1,703 New
FC
624
FORA Capital
Florida
$512K +$511K +1,705 New
VFA
625
Valeo Financial Advisors
Indiana
$511K +$11.7K +39 +2%

AON Hedge Fund Activity: Q4 2021 in Review

989 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2021, worth a combined $56.2B — down 1.3% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AON positions and 61 closed out — a net gain of 92 holders — while 282 added to existing stakes and 381 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $453M. The largest seller was BlackRock, cutting an estimated $508M.

  • 989 institutional investors held Aon (AON) as of Q4 2021, up from 909 in Q3 2021.
  • Funds reported $56.2B of Aon stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 153 funds opened new Aon positions in Q4 2021 and 61 closed out, a net change of +92 holders.
  • The largest Aon buyer in Q4 2021 was Viking Global Investors, an estimated $453M added.
  • The largest Aon seller in Q4 2021 was BlackRock, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2021.