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696 hedge funds and large institutions have $39.4B invested in Aon in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

12% more capital invested

Capital invested by funds: $35.1B → $39.4B (+$4.23B)

11% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 71

0% less funds holding

Funds holding: 698696 (-2)

0.92% less ownership

Funds ownership: 85.78%84.86% (-0.92%)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

39% less call options, than puts

Call options by funds: $52.8M | Put options by funds: $86M

Holders
696
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
15.12%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.8%
New
79
Increased
214
Reduced
271
Closed
71
Calls
$52.8M
Puts
$86M
Net Calls
-$33.2M
Net Calls Change
-$35.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
626
Oakworth Capital
Alabama
$44K
PCP
627
Proficio Capital Partners
Massachusetts
$43K +$13.6K +75 +51%
PCG
628
Private Capital Group
Connecticut
$42K -$16.9K -93 -23%
AF
629
Advisornet Financial
Minnesota
$41K +$13.4K +74 +54%
ZB
630
Zions Bancorporation
Utah
$40K
GAM
631
Gemmer Asset Management
California
$39K +$4.35K +24 +14%
CIAS
632
Capital Investment Advisory Services
North Carolina
$37K +$34.1K +188 New
CH
633
Canton Hathaway
Rhode Island
$35K +$5.44K +30 +20%
SQA
634
Simon Quick Advisors
New Jersey
$31.3K +$29.4K +162 New
FMII
635
Farmers & Merchants Investments Inc
Nebraska
$31K +$1.99K +11 +7%
OFS
636
Orrstown Financial Services
Pennsylvania
$27K -$8.15K -45 -25%
AIM
637
Advantage Investment Management
Iowa
$27K
EARNEST Partners
638
EARNEST Partners
Georgia
$26K
Acadian Asset Management
639
Acadian Asset Management
Massachusetts
$25K -$227K -1,255 -91%
NFG
640
Next Financial Group
Texas
$25K +$23.2K +128 New
TFO
641
Tarbox Family Office
California
$24K +$14K +77 +160%
CTC
642
Central Trust Company
Missouri
$23K -$2.72K -15 -12%
MAM
643
Meeder Asset Management
Ohio
$22K +$20.7K +114 New
FMB
644
Field & Main Bank
Kentucky
$19K
MWM
645
Mascoma Wealth Management
New Hampshire
$19K
SWA
646
Sutton Wealth Advisors
Florida
$17K +$725 +4 +5%
GSWM
647
Golden State Wealth Management
California
$16K
WAP
648
Wealthcare Advisory Partners
Pennsylvania
$14K
FPFS
649
First Personal Financial Services
North Carolina
$14K +$1.99K +11 +17%
M
650
MOTCO
Texas
$14K +$12.9K +71 New

AON Hedge Fund Activity: Q2 2019 in Review

696 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2019, worth a combined $39.4B — up 12% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AON positions and 71 closed out — a net gain of 8 holders — while 214 added to existing stakes and 271 trimmed.

The largest buyer was USS Investment Management, opening a new position worth an estimated $201M. The largest seller was Artisan Partners, cutting an estimated $114M.

  • 696 institutional investors held Aon (AON) as of Q2 2019, down from 698 in Q1 2019.
  • Funds reported $39.4B of Aon stock for Q2 2019, up 12% quarter-over-quarter.
  • 79 funds opened new Aon positions in Q2 2019 and 71 closed out, a net change of +8 holders.
  • The largest Aon buyer in Q2 2019 was USS Investment Management, an estimated $201M added.
  • The largest Aon seller in Q2 2019 was Artisan Partners, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.