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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
626
Stokes Family Office
Louisiana
$589K +$255K +825 +79%
NWMG
627
National Wealth Management Group
Ohio
$586K +$539K +1,742 New
HWM
628
HB Wealth Management
Georgia
$576K +$23.8K +77 +4%
CI
629
Conning Inc
Connecticut
$569K -$27.9K -90 -5%
TWC
630
TD Waterhouse Canada
Ontario, Canada
$566K -$5.88K -19 -1%
LF
631
Lantz Financial
Illinois
$562K -$31K -100 -5%
WI
632
WrapManager Inc
California
$561K -$26.3K -85 -5%
WTC
633
WhitTier Trust Company
Nevada
$560K -$5.88K -19 -1%
WPC
634
Wedmont Private Capital
Pennsylvania
$555K +$112K +361 +26%
HC
635
Henshaw Capital
Massachusetts
$553K -$48.3K -156 -8%
YC
636
Yarbrough Capital
Tennessee
$550K
FCH
637
Freestone Capital Holdings
Washington
$550K -$27.5K -89 -5%
AWAU
638
Alliance Wealth Advisors (Utah)
Utah
$548K -$174K -562 -24%
GRP
639
Global Retirement Partners
California
$547K +$104K +335 +24%
BP
640
Ballentine Partners
Massachusetts
$546K +$200K +647 +60%
CA
641
Crane Advisory
California
$546K -$19.5K -63 -4%
PFS
642
Prospera Financial Services
Texas
$545K
S
643
SimplyRich
California
$539K
WS
644
Wedbush Securities
California
$537K -$3.71K -12 -0.7%
QIM
645
Quantitative Investment Management
Virginia
$535K +$526K +1,698 New
KA
646
Kintegral Advisory
New York
$535K -$28.2K -91 -5%
NSIM
647
North Star Investment Management
Illinois
$532K -$124K -399 -19%
NCMW
648
Northern Capital Management (Washington)
Washington
$532K
RZH
649
Relyea Zuckerberg Hanson
Connecticut
$532K +$11.8K +38 +2%
BTWM
650
Baker Tilly Wealth Management
Wisconsin
$528K -$81.1K -262 -14%

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.