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980 hedge funds and large institutions have $60.8B invested in Aon in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 325 increasing their positions, 366 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more funds holding in top 10

Funds holding in top 10: 2837 (+9)

8% more capital invested

Capital invested by funds: $56.2B → $60.8B (+$4.68B)

2.47% more ownership

Funds ownership: 85.25%87.73% (+2.5%)

3% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 92

1% less funds holding

Funds holding: 989980 (-9)

1% less call options, than puts

Call options by funds: $169M | Put options by funds: $171M

11% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 366

Holders
980
Holders Change
-9
Holders Change %
-0.91%
% of All Funds
15.46%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.58%
New
95
Increased
325
Reduced
366
Closed
92
Calls
$169M
Puts
$171M
Net Calls
-$2.28M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
601
AssetMark Inc
California
$603K +$142K +488 +36%
FMAEN1
602
Fund Management at Engine No 1
California
$592K +$529K +1,818 New
TCM
603
Teza Capital Management
Illinois
$590K -$616K -2,118 -54%
Wolverine Trading
604
Wolverine Trading
Illinois
$587K -$1.49M -5,122 -74%
PWPS
605
Pinnacle Wealth Planning Services
Ohio
$583K +$73.6K +253 +16%
TWC
606
TD Waterhouse Canada
Ontario, Canada
$581K +$47.4K +163 +10%
LA
607
LVW Advisors
New York
$580K -$36.9K -127 -7%
VFA
608
Valeo Financial Advisors
Indiana
$580K +$23.6K +81 +5%
GLA
609
Great Lakes Advisors
Illinois
$571K +$6.69K +23 +1%
PFS
610
Prospera Financial Services
Texas
$571K +$79.7K +274 +19%
WS
611
Wedbush Securities
California
$564K +$37.2K +128 +8%
S
612
SimplyRich
California
$557K
GA
613
Greenspring Advisors
Maryland
$555K
NCMW
614
Northern Capital Management (Washington)
Washington
$550K
STA
615
Summit Trail Advisors
New York
$547K +$186K +639 +61%
Assenagon Asset Management
616
Assenagon Asset Management
Luxembourg
$542K -$11.9K -41 -2%
SC
617
Saturna Capital
Washington
$542K
AW
618
ACG Wealth
Georgia
$541K +$483K +1,660 New
CPO
619
Cerity Partners OCIO
New York
$539K
NW
620
NewEdge Wealth
Pennsylvania
$539K +$220K +757 +84%
SFA
621
Sequoia Financial Advisors
Ohio
$531K +$273K +937 +135%
FANJ
622
Financial Architects (New Jersey)
New Jersey
$527K +$471K +1,618 New
Parallax Volatility Advisers
623
Parallax Volatility Advisers
California
$527K +$471K +1,619 New
SIM
624
Sentry Investment Management
Wisconsin
$518K -$157K -540 -25%
MIM
625
Martin Investment Management
Florida
$516K

AON Hedge Fund Activity: Q1 2022 in Review

980 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2022, worth a combined $60.8B — up 8.3% from $56.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AON positions and 92 closed out — a net gain of 3 holders — while 325 added to existing stakes and 366 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $386M sold.

  • 980 institutional investors held Aon (AON) as of Q1 2022, down from 989 in Q4 2021.
  • Funds reported $60.8B of Aon stock for Q1 2022, up 8.3% quarter-over-quarter.
  • 95 funds opened new Aon positions in Q1 2022 and 92 closed out, a net change of +3 holders.
  • The largest Aon buyer in Q1 2022 was Capital World Investors, an estimated $1.32B added.
  • The largest Aon seller in Q1 2022 was Arrowstreet Capital, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2022.