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980 hedge funds and large institutions have $60.8B invested in Aon in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 325 increasing their positions, 366 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more funds holding in top 10

Funds holding in top 10: 2837 (+9)

8% more capital invested

Capital invested by funds: $56.2B → $60.8B (+$4.68B)

2.47% more ownership

Funds ownership: 85.25%87.73% (+2.5%)

3% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 92

1% less funds holding

Funds holding: 989980 (-9)

1% less call options, than puts

Call options by funds: $169M | Put options by funds: $171M

11% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 366

Holders
980
Holders Change
-9
Holders Change %
-0.91%
% of All Funds
15.46%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.58%
New
95
Increased
325
Reduced
366
Closed
92
Calls
$169M
Puts
$171M
Net Calls
-$2.28M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
626
Washington Trust Advisors
Massachusetts
$515K
SB
627
Sunflower Bank
Texas
$510K
ATC
628
Argent Trust Co
Tennessee
$505K
RZH
629
Relyea Zuckerberg Hanson
Connecticut
$500K +$13.7K +47 +3%
FMLI
630
Fukoku Mutual Life Insurance
Japan
$495K
NRS
631
Neville Rodie & Shaw
New York
$494K
NICM
632
Neo Ivy Capital Management
New York
$494K +$364K +1,253 +473%
CC
633
Cannell & Co
New York
$492K
NL
634
NWAM LLC
Washington
$492K +$3.49K +12 +0.8%
THWM
635
Taylor Hoffman Wealth Management
Virginia
$488K
OPS
636
Orion Portfolio Solutions
Nebraska
$481K -$4.95K -17 -1%
FRM
637
Fox Run Management
Connecticut
$481K +$430K +1,478 New
BTWM
638
Baker Tilly Wealth Management
Wisconsin
$480K +$30K +103 +8%
CG
639
Caprock Group
Idaho
$477K -$84.9K -292 -17%
OQS
640
Occudo Quantitative Strategies
Florida
$475K +$424K +1,459 New
IA
641
IFG Advisors
Missouri
$471K +$420K +1,445 New
OIA
642
OneDigital Investment Advisors
Kansas
$470K -$27.9K -96 -6%
AWM
643
AE Wealth Management
Kansas
$467K -$3.78K -13 -0.9%
JWA
644
JFS Wealth Advisors
Pennsylvania
$467K +$8.44K +29 +2%
SCM
645
Shelton Capital Management
Colorado
$466K
HH
646
Hilltop Holdings
Texas
$465K -$49.2K -169 -11%
JE
647
JMAC Enterprises
Pennsylvania
$465K +$58.2K +200 +16%
AWE
648
Avidian Wealth Enterprises
Texas
$458K +$873 +3 +0.2%
WFI
649
West Family Investments
California
$458K +$7.56K +26 +2%
EWM
650
Empirical Wealth Management
Washington
$456K -$1.16K -4 -0.3%

AON Hedge Fund Activity: Q1 2022 in Review

980 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2022, worth a combined $60.8B — up 8.3% from $56.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AON positions and 92 closed out — a net gain of 3 holders — while 325 added to existing stakes and 366 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $386M sold.

  • 980 institutional investors held Aon (AON) as of Q1 2022, down from 989 in Q4 2021.
  • Funds reported $60.8B of Aon stock for Q1 2022, up 8.3% quarter-over-quarter.
  • 95 funds opened new Aon positions in Q1 2022 and 92 closed out, a net change of +3 holders.
  • The largest Aon buyer in Q1 2022 was Capital World Investors, an estimated $1.32B added.
  • The largest Aon seller in Q1 2022 was Arrowstreet Capital, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2022.