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752 hedge funds and large institutions have $41.1B invested in Aon in 2020 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 250 increasing their positions, 230 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 104

26% more capital invested

Capital invested by funds: $32.5B → $41.1B (+$8.6B)

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

7.91% more ownership

Funds ownership: 84.58%92.49% (+7.9%)

6% more funds holding

Funds holding: 712752 (+40)

9% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 230

8% more call options, than puts

Call options by funds: $137M | Put options by funds: $127M

Holders
752
Holders Change
+40
Holders Change %
+5.62%
% of All Funds
15.42%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.74%
New
151
Increased
250
Reduced
230
Closed
104
Calls
$137M
Puts
$127M
Net Calls
+$9.83M
Net Calls Change
-$48.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
651
Berman Capital Advisors
Georgia
$100K +$8.2K +44 +9%
WFMPM
652
Woodley Farra Manion Portfolio Management
Indiana
$99K
WPA
653
West Paces Advisors
Georgia
$92.6K
HR
654
Howe & Rusling
New York
$91K -$932 -5 -1%
HWA
655
Heritage Wealth Advisors
Virginia
$86.7K +$9.32K +50 +13%
GWS
656
Glassman Wealth Services
Virginia
$82K +$6.15K +33 +8%
BFC
657
Bedel Financial Consulting
Indiana
$81K
CTC
658
Central Trust Company
Missouri
$79K +$60.7K +326 +393%
IA
659
IFP Advisors
Florida
$78K +$14K +75 +23%
O
660
Ossiam
France
$70K -$495K -2,656 -88%
HPC
661
HM Payson & Co
Maine
$70K -$18.1K -97 -21%
SL
662
Savior LLC
Massachusetts
$68K
WTC
663
WhitTier Trust Company
Nevada
$64K -$113K -605 -65%
WT
664
Whittier Trust
California
$64K -$83.9K -450 -57%
PCG
665
Private Capital Group
Connecticut
$64K -$55.9K -300 -48%
Daiwa Securities Group
666
Daiwa Securities Group
Japan
$64K
LFG
667
LifePlan Financial Group
Ohio
$63K
VCM
668
Versant Capital Management
Arizona
$62K -$186 -1 -0.3%
CCA
669
Column Capital Advisors
Indiana
$59K -$21.1K -113 -27%
BG
670
Bollard Group
Massachusetts
$56K +$54K +290 New
BHWM
671
Bay Harbor Wealth Management
Maryland
$53K +$8.57K +46 +20%
LC
672
Lindbrook Capital
California
$51K -$10.8K -58 -18%
TFS
673
TrustCore Financial Services
Tennessee
$51K +$5.22K +28 +12%
MDCM
674
Morgan Dempsey Capital Management
Wisconsin
$48K -$4.47K -24 -9%
OC
675
Oakworth Capital
Alabama
$44K

AON Hedge Fund Activity: Q2 2020 in Review

752 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2020, worth a combined $41.1B — up 26% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new AON positions and 104 closed out — a net gain of 47 holders — while 250 added to existing stakes and 230 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $853M. The largest seller was Lazard Asset Management, cutting an estimated $404M.

  • 752 institutional investors held Aon (AON) as of Q2 2020, up from 712 in Q1 2020.
  • Funds reported $41.1B of Aon stock for Q2 2020, up 26% quarter-over-quarter.
  • 151 funds opened new Aon positions in Q2 2020 and 104 closed out, a net change of +47 holders.
  • The largest Aon buyer in Q2 2020 was Artisan Partners, an estimated $853M added.
  • The largest Aon seller in Q2 2020 was Lazard Asset Management, an estimated $404M sold.

Based on aggregated 13F filings for Q2 2020.