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Aon
AON

Overview Fund Activity

1,002 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, 337 increasing their positions, 399 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.04%
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
337
Reduced
399
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.06B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$721M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$265M
4
SGA
Sustainable Growth Advisers
Connecticut
+$167M
5
Boston Partners
Boston Partners
Massachusetts
+$155M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$256M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$244M
3
Lazard Asset Management
Lazard Asset Management
New York
-$188M
4
State Street
State Street
Massachusetts
-$140M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
626
Conning Inc
Connecticut
$569K -$28.4K -90 -5%
TWC
627
TD Waterhouse Canada
Ontario, Canada
$566K -$6.05K -19 -1%
LF
628
Lantz Financial
Illinois
$562K -$31.5K -100 -5%
WI
629
WrapManager Inc
California
$561K -$26.8K -85 -5%
WTC
630
WhitTier Trust Company
Nevada
$560K -$5.99K -19 -1%
WPC
631
Wedmont Private Capital
Pennsylvania
$555K +$116K +361 +26%
YC
632
Yarbrough Capital
Tennessee
$550K – – –
FCH
633
Freestone Capital Holdings
Washington
$550K -$28.1K -89 -5%
AWAU
634
Alliance Wealth Advisors (Utah)
Utah
$548K -$177K -562 -24%
GRP
635
Global Retirement Partners
California
$547K +$107K +335 +24%
BP
636
Ballentine Partners
Massachusetts
$546K +$204K +647 +60%
CA
637
Crane Advisory
California
$546K -$20.3K -63 -4%
PFS
638
Prospera Financial Services
Texas
$545K – – –
S
639
SimplyRich
California
$539K – – –
WS
640
Wedbush Securities
California
$537K -$3.78K -12 -0.7%
QIM
641
Quantitative Investment Management
Virginia
$535K +$535K +1,698 New
KA
642
Kintegral Advisory
New York
$535K -$28.7K -91 -5%
NSIM
643
North Star Investment Management
Illinois
$532K -$126K -399 -19%
NCMW
644
Northern Capital Management (Washington)
Washington
$532K – – –
RZH
645
Relyea Zuckerberg Hanson
Connecticut
$532K +$12K +38 +2%
BTWM
646
Baker Tilly Wealth Management
Wisconsin
$528K -$82.6K -262 -14%
TA
647
Townsend & Associates
Colorado
$525K +$294K +904 +127%
SC
648
Saturna Capital
Washington
$525K – – –
PA
649
Prossimo Advisors
California
$517K +$945 +3 +0.2%
CFGS
650
Concourse Financial Group Securities
Alabama
$517K -$2.84K -9 -0.5%
24 25
26
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