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Aon
AON

Overview Fund Activity

1,037 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 359 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
16.53%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
359
Reduced
376
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$171M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$140M
3
UIM
USS Investment Management
United Kingdom
+$78.7M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$74.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$72.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$518M
2
BlackRock
BlackRock
New York
-$202M
3
First Trust Advisors
First Trust Advisors
Illinois
-$167M
4
Invesco
Invesco
Georgia
-$137M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
626
Townsend & Associates
Colorado
$644K – – –
PWPS
627
Pinnacle Wealth Planning Services
Ohio
$641K +$34.4K +106 +6%
UB
628
UMB Bank
Missouri
$639K -$91.4K -282 -13%
WPC
629
Wedmont Private Capital
Pennsylvania
$635K +$36.4K +111 +6%
PMFA
630
Plante Moran Financial Advisors
Michigan
$632K +$4.87K +15 +0.8%
FBFS
631
First Business Financial Services
Wisconsin
$625K +$2.27K +7 +0.4%
Credit Agricole
632
Credit Agricole
France
$619K +$619K +1,908 New
LAM
633
Lountzis Asset Management
Pennsylvania
$616K – – –
RW
634
Rede Wealth
Virginia
$615K – – –
AWAU
635
Alliance Wealth Advisors (Utah)
Utah
$607K +$16.9K +52 +3%
KWM
636
KFG Wealth Management
Indiana
$606K – – –
BP
637
Ballentine Partners
Massachusetts
$605K +$12.6K +39 +2%
CWM
638
Connecticut Wealth Management
Connecticut
$603K +$347K +1,070 +135%
PFS
639
Prospera Financial Services
Texas
$600K +$33.1K +102 +6%
WP
640
WMS Partners
Maryland
$599K -$8.43K -26 -1%
WTC
641
WhitTier Trust Company
Nevada
$585K -$1.3K -4 -0.2%
CIA
642
Capital Investment Advisors
Georgia
$584K -$24.6K -76 -4%
ASN
643
Advisory Services Network
Georgia
$583K -$48.3K -149 -8%
LF
644
Lantz Financial
Illinois
$583K +$973 +3 +0.2%
MA
645
Mutual Advisors
Nebraska
$577K +$577K +1,780 New
MCM
646
MAI Capital Management
Ohio
$576K +$20.4K +63 +4%
YC
647
Yarbrough Capital
Tennessee
$566K – – –
EAM
648
Empirical Asset Management
Massachusetts
$565K +$565K +1,743 New
TPWM
649
Twelve Points Wealth Management
Massachusetts
$565K +$24.6K +76 +5%
NEI
650
Northwest & Ethical Investments
Ontario, Canada
$564K +$564K +1,741 New
24 25
26
27 28