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711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
651
Princeton Global Asset Management
New Jersey
$20K
TFO
652
Tarbox Family Office
California
$20K
TA
653
Thor Advisors
New York
$20K +$25.2K +123 New
PA
654
Procyon Advisors
Connecticut
$17K -$34K -166 -61%
CT
655
Caldwell Trust
Florida
$16.5K
BC
656
Barnett & Company
Tennessee
$16K -$1.23K -6 -6%
PWMG
657
Prestige Wealth Management Group
New Jersey
$16K +$19.2K +94 New
SWA
658
Sutton Wealth Advisors
Florida
$15K +$614 +3 +3%
Loomis, Sayles & Company
659
Loomis, Sayles & Company
Massachusetts
$15K -$66.7K -326 -78%
CTC
660
Central Trust Company
Missouri
$14K -$13.3K -65 -44%
GSWM
661
Golden State Wealth Management
California
$14K +$17.2K +84 New
IA
662
IndexIQ Advisors
New York
$13K -$409 -2 -2%
AWA
663
Arkadios Wealth Advisors
Georgia
$13K +$614 +3 +4%
TJHA
664
Thomas J. Herzfeld Advisors
Florida
$12K
FCA
665
FinTrust Capital Advisors
South Carolina
$11K
RFA
666
Reilly Financial Advisors
California
$11K
BWA
667
Burt Wealth Advisors
Maryland
$11K +$13.1K +64 New
TCOV
668
Trust Company of Vermont
Vermont
$10K -$3.69K -18 -23%
EWM
669
EPG Wealth Management
Georgia
$10K
BFEC
670
Benjamin F. Edwards & Company
Missouri
$10K +$1.64K +8 +15%
SNT
671
Security National Trust
West Virginia
$9K
SIM
672
Sonora Investment Management
Arizona
$9K
TF
673
Tompkins Financial
New York
$9K
SSB
674
Sandy Spring Bank
Maryland
$9K +$2.25K +11 +26%
AF
675
Allworth Financial
California
$8K

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.