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Aon
AON

Overview Fund Activity

799 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 287 increasing their positions, 257 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+52
Holders Change %
+6.96%
% of All Funds
16.16%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
120
Increased
287
Reduced
257
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$898M
2
IFP
Independent Franchise Partners
United Kingdom
+$555M
3
BWA
Brave Warrior Advisors
New York
+$273M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$254M
5
MG
Meritage Group
California
+$174M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$322M
2
Citadel Advisors
Citadel Advisors
Florida
-$287M
3
DZ Bank
DZ Bank
Germany
-$273M
4
State Street
State Street
Massachusetts
-$265M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
626
Vanguard Personalized Indexing Management
California
$265K +$265K +1,286 New
SBSB
627
Sullivan, Bruyette, Speros & Blaney
Virginia
$264K -$10.7K -52 -4%
TCM
628
Tran Capital Management
California
$262K – – –
TMAM
629
Tokio Marine Asset Management
Japan
$260K +$13.2K +64 +5%
CCA
630
Covey Capital Advisors
Georgia
$260K +$260K +1,259 New
SIM
631
Sadoff Investment Management
Wisconsin
$258K -$43.1K -209 -14%
RFN
632
RDA Financial Network
Iowa
$258K – – –
WS
633
Wedbush Securities
California
$254K +$19K +92 +8%
WMC
634
Westwood Management Corporation
Illinois
$248K -$165K -800 -40%
LW
635
Linscomb Wealth
Texas
$246K -$146K -707 -37%
HA
636
HC Advisors
Georgia
$246K – – –
TAM
637
Trust Asset Management
Texas
$244K +$244K +1,182 New
BW
638
Bison Wealth
Georgia
$243K – – –
FCI
639
Financial Counselors Inc
Kansas
$241K -$23.6K -114 -9%
SFSIG
640
San Francisco Sentry Investment Group
California
$241K – – –
BL
641
BFSG LLC
California
$239K +$239K +1,157 New
PWPS
642
Pinnacle Wealth Planning Services
Ohio
$237K +$237K +1,145 New
HIA
643
Harbor Investment Advisory
Maryland
$235K +$7.43K +36 +3%
GRP
644
Global Retirement Partners
California
$234K – – –
QC
645
QCM Cayman
Texas
$233K +$233K +1,127 New
APA
646
American Portfolios Advisors
New York
$233K -$104K -503 -31%
BHC
647
Bowen Hanes & Co
Florida
$229K – – –
OAM
648
Oppenheimer Asset Management
New York
$229K +$229K +1,111 New
T
649
TRUADVICE
Florida
$228K +$228K +1,095 New
NRS
650
Neville Rodie & Shaw
New York
$227K – – –
24 25
26
27 28