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Aon
AON

Overview Fund Activity

799 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 287 increasing their positions, 257 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+52
Holders Change %
+6.96%
% of All Funds
16.16%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
120
Increased
287
Reduced
257
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$898M
2
IFP
Independent Franchise Partners
United Kingdom
+$555M
3
BWA
Brave Warrior Advisors
New York
+$273M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$254M
5
MG
Meritage Group
California
+$174M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$322M
2
Citadel Advisors
Citadel Advisors
Florida
-$287M
3
DZ Bank
DZ Bank
Germany
-$273M
4
State Street
State Street
Massachusetts
-$265M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
651
Heritage Trust
Oklahoma
$225K -$23.4K -113 -9%
SMC
652
Smith, Moore & Co
Missouri
$225K – – –
HI
653
Hudock Inc
Pennsylvania
$224K – – –
BBNA
654
Bremer Bank National Association
Minnesota
$220K +$220K +1,067 New
CIA
655
Choate Investment Advisors
Massachusetts
$217K +$217K +1,050 New
CCA
656
Cobblestone Capital Advisors
New York
$215K -$4.76K -23 -2%
VHAM
657
Van Hulzen Asset Management
California
$213K +$213K +1,033 New
VFP
658
Verus Financial Partners
Virginia
$212K +$212K +1,029 New
APG
659
Abacus Planning Group
South Carolina
$212K +$212K +1,029 New
TIA
660
Tiemann Investment Advisors
California
$211K +$211K +1,021 New
OBGC
661
O'Brien Greene & Co
Pennsylvania
$208K +$208K +1,010 New
ODCM
662
Old Dominion Capital Management
Virginia
$207K +$207K +1,003 New
FHA
663
Flagship Harbor Advisors
Massachusetts
$206K -$10.3K -50 -5%
MLFP
664
MPS Loria Financial Planners
Illinois
$206K – – –
OIA
665
Optimum Investment Advisors
Illinois
$206K – – –
CPSAC
666
Chas P. Smith & Associates (CPS)
Florida
$206K +$206K +1,000 New
CIS
667
Connors Investor Services
Pennsylvania
$206K +$206K +1,000 New
EWA
668
Exencial Wealth Advisors
Oklahoma
$204K +$204K +988 New
IAA
669
Independent Advisor Alliance
North Carolina
$202K +$202K +980 New
CS
670
Comerica Securities
Michigan
$202K +$202K +981 New
RCAG
671
Rehmann Capital Advisory Group
Michigan
$202K +$202K +978 New
WB
672
West Bancorporation
Iowa
$201K +$4.96K +24 +3%
CI Investments Inc
673
CI Investments Inc
Ontario, Canada
$198K +$52.3K +254 +36%
CIA
674
CSat Investment Advisory
Michigan
$197K +$16.3K +79 +9%
MAM
675
Meeder Asset Management
Ohio
$181K +$25.4K +123 +16%
25 26
27
28 29