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711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MDCM
626
Morgan Dempsey Capital Management
Wisconsin
$45K
TFS
627
TrustCore Financial Services
Tennessee
$39K
SQA
628
Simon Quick Advisors
New Jersey
$38K -$6.96K -34 -13%
BHWM
629
Bay Harbor Wealth Management
Maryland
$38K +$47.1K +230 New
OC
630
Oakworth Capital
Alabama
$37K
GFPC
631
Global Financial Private Client
Florida
$34.1K +$45.5K +222 New
BCM
632
Brooktree Capital Management
Michigan
$33K
CH
633
Canton Hathaway
Rhode Island
$33K
LS
634
Leelyn Smith
Illinois
$33K +$40.9K +200 New
AIC
635
Archer Investment Corporation
Indiana
$29K
GAM
636
Gemmer Asset Management
California
$27K
MAM
637
Magellan Asset Management
Australia
$27K +$33K +161 New
SAM
638
S.A. Mason
Michigan
$26K -$5.12K -25 -14%
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$26K
AWM
640
AllSquare Wealth Management
New York
$26K +$32.6K +159 New
LAS
641
Lloyd Advisory Services
Georgia
$25K +$30.7K +150 +3,750%
CDIA
642
Capital Directions Investment Advisors
Georgia
$24K
PRC
643
Pearl River Capital
Michigan
$23K -$539K -2,633 -95%
ZB
644
Zions Bancorporation
Utah
$22K -$48.5K -237 -64%
SWM
645
Sugarloaf Wealth Management
Georgia
$22K
TSW
646
Thompson Siegel & Walmsley
Virginia
$21K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
647
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$21K +$25.6K +125 New
AIM
648
Anchor Investment Management
South Carolina
$20.6K +$5.12K +25 +25%
OSAM
649
O'Shaughnessy Asset Management
Connecticut
$20K -$614 -3 -2%
NFG
650
Next Financial Group
Texas
$20K

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.