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Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
601
Plante Moran Financial Advisors
Michigan
$667K – – –
FBFS
602
First Business Financial Services
Wisconsin
$663K – – –
RW
603
Rede Wealth
Virginia
$655K – – –
JFG
604
Jefferies Financial Group
New York
$653K -$13.7M -39,811 -95%
CIA
605
Capital Investment Advisors
Georgia
$648K -$1.38K -4 -0.2%
WP
606
WMS Partners
Maryland
$647K +$345 +1 +0.1%
PWPS
607
Pinnacle Wealth Planning Services
Ohio
$646K -$36.9K -107 -5%
KWM
608
KFG Wealth Management
Indiana
$645K -$138K -400 -18%
SAG
609
SageView Advisory Group
California
$633K +$86.6K +251 +16%
BP
610
Ballentine Partners
Massachusetts
$631K +$32.8K +95 +5%
AWAU
611
Alliance Wealth Advisors (Utah)
Utah
$628K +$27.6K +80 +5%
WTC
612
WhitTier Trust Company
Nevada
$624K +$10.7K +31 +2%
LF
613
Lantz Financial
Illinois
$619K +$3.45K +10 +0.6%
WPC
614
Wedmont Private Capital
Pennsylvania
$615K +$31.3K +93 +5%
LAM
615
Lountzis Asset Management
Pennsylvania
$612K – – –
PFS
616
Prospera Financial Services
Texas
$603K +$7.25K +21 +1%
YC
617
Yarbrough Capital
Tennessee
$603K – – –
HI
618
Hudock Inc
Pennsylvania
$600K +$233K +675 +63%
HFAS
619
Hummer Financial Advisory Services
Illinois
$598K -$483K -1,400 -45%
MCM
620
MAI Capital Management
Ohio
$592K +$89.8K +260 +18%
BTWM
621
Baker Tilly Wealth Management
Wisconsin
$591K +$12.8K +37 +2%
GWM
622
Gitterman Wealth Management
New Jersey
$590K +$276K +798 +88%
S
623
SimplyRich
California
$590K – – –
CFGS
624
Concourse Financial Group Securities
Alabama
$589K +$24.2K +70 +4%
GRP
625
Global Retirement Partners
California
$589K +$345 +1 +0.1%
23 24
25
26 27