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1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WW
601
Waterfront Wealth
Kansas
$770K +$11.6K +35 +1%
TAM
602
Trust Asset Management
Texas
$762K
PA
603
Profund Advisors
Maryland
$753K -$42.3K -128 -5%
FFP
604
FourThought Financial Partners
Florida
$751K +$19.2K +58 +3%
HBT
605
Hills Bank & Trust
Iowa
$750K -$2.32K -7 -0.3%
MNBTD
606
Moody National Bank Trust Division
Texas
$748K -$26.5K -80 -3%
SIA
607
SkyView Investment Advisors
New Jersey
$747K +$35.1K +106 +5%
TC
608
Toews Corporation
New Jersey
$746K +$761K +2,300 New
SWM
609
Sendero Wealth Management
Texas
$741K +$46.3K +140 +7%
PSFG
610
Prairie Sky Financial Group
Illinois
$741K
STA
611
Summit Trail Advisors
New York
$735K +$42.3K +128 +6%
MIM
612
Martin Investment Management
Florida
$730K -$7.28K -22 -1%
SW
613
SVB Wealth
Massachusetts
$728K -$35.7K -108 -5%
MM
614
MQS Management
New York
$723K +$738K +2,231 New
NIM
615
NEOS Investment Management
Connecticut
$723K +$738K +2,230 New
WFC
616
Western Financial Corp
California
$722K -$2.98K -9 -0.4%
SPIA
617
Steward Partners Investment Advisory
New York
$721K -$9.26K -28 -1%
JIC
618
Joel Isaacson & Co
New York
$720K
PCM
619
Penserra Capital Management
California
$711K -$296K -896 -29%
CI
620
Cigna Investments
Connecticut
$706K -$93.6K -283 -12%
KFP
621
KB Financial Partners
New Jersey
$702K +$993 +3 +0.1%
BSW
622
Buckingham Strategic Wealth
Missouri
$692K +$426K +1,287 +152%
EF
623
Empowered Funds
Pennsylvania
$688K +$166K +502 +31%
FPAS
624
Focus Partners Advisor Solutions
Missouri
$685K +$35.1K +106 +5%
S
625
SignatureFD
Georgia
$684K +$50.3K +152 +8%

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.