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698 hedge funds and large institutions have $35.1B invested in Aon in 2019 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 251 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $29.7B → $35.1B (+$5.45B)

16% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 73

1% more funds holding

Funds holding: 688698 (+10)

5% more call options, than puts

Call options by funds: $56M | Put options by funds: $53.5M

0.77% more ownership

Funds ownership: 85.01%85.78% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 251

Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
15.11%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.63%
New
85
Increased
243
Reduced
251
Closed
73
Calls
$56M
Puts
$53.5M
Net Calls
+$2.45M
Net Calls Change
-$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
651
Central Trust Company
Missouri
$22K
IA
652
IFP Advisors
Florida
$18K -$47.3K -292 -73%
MWM
653
Mascoma Wealth Management
New Hampshire
$17K
FMB
654
Field & Main Bank
Kentucky
$17K +$16.2K +100 New
SWA
655
Sutton Wealth Advisors
Florida
$14.3K +$1.3K +8 +11%
GSWM
656
Golden State Wealth Management
California
$14K +$13.6K +84 New
FANJ
657
Financial Architects (New Jersey)
New Jersey
$13K
WAP
658
Wealthcare Advisory Partners
Pennsylvania
$12K -$3.57K -22 -24%
FPFS
659
First Personal Financial Services
North Carolina
$11K -$1.78K -11 -15%
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$10.9K +$6.65K +41 +178%
DWM
661
Destination Wealth Management
California
$10K +$9.08K +56 New
PWM
662
PRW Wealth Management
Massachusetts
$9K
WCG
663
Weaver Consulting Group
California
$9K +$7.3K +45 New
TFO
664
Tarbox Family Office
California
$8K
CIA
665
CSat Investment Advisory
Michigan
$8K +$324 +2 +5%
SGAM
666
Smith Group Asset Management
Texas
$7K
VNA
667
Valley National Advisers
Pennsylvania
$7K
AIL
668
AGF Investments LLC
Ontario, Canada
$7K +$6.65K +41 New
LWA
669
Lenox Wealth Advisors
New York
$7K +$6.81K +42 New
TJHA
670
Thomas J. Herzfeld Advisors
Florida
$7K +$6.97K +43 New
FNC
671
First National Corp
Massachusetts
$6K -$11.3K -70 -67%
FAM
672
Fred Alger Management
New York
$6K -$6.65K -41 -54%
TIM
673
Tortoise Investment Management
New York
$6K
SIM
674
Sonora Investment Management
Arizona
$6K +$3.73K +23 +153%
WEC
675
Winslow Evans & Crocker
Massachusetts
$6K +$3.89K +24 New

AON Hedge Fund Activity: Q1 2019 in Review

698 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2019, worth a combined $35.1B — up 18% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AON positions and 73 closed out — a net gain of 12 holders — while 243 added to existing stakes and 251 trimmed.

The largest buyer was Capital International Investors, adding an estimated $301M. The largest seller was Artisan Partners, cutting an estimated $430M.

  • 698 institutional investors held Aon (AON) as of Q1 2019, up from 688 in Q4 2018.
  • Funds reported $35.1B of Aon stock for Q1 2019, up 18% quarter-over-quarter.
  • 85 funds opened new Aon positions in Q1 2019 and 73 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q1 2019 was Capital International Investors, an estimated $301M added.
  • The largest Aon seller in Q1 2019 was Artisan Partners, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2019.