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803 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, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751803 (+52)

2.73% more ownership

Funds ownership: 92.49%95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BHC
651
Bowen Hanes & Co
Florida
$229K
OAM
652
Oppenheimer Asset Management
New York
$229K +$222K +1,111 New
T
653
TRUADVICE
Florida
$228K +$219K +1,095 New
NRS
654
Neville Rodie & Shaw
New York
$227K
HT
655
Heritage Trust
Oklahoma
$225K -$22.6K -113 -9%
SMC
656
Smith, Moore & Co
Missouri
$225K
HI
657
Hudock Inc
Pennsylvania
$224K
BBNA
658
Bremer Bank National Association
Minnesota
$220K +$213K +1,067 New
CIA
659
Choate Investment Advisors
Massachusetts
$217K +$210K +1,050 New
CCA
660
Cobblestone Capital Advisors
New York
$215K -$4.59K -23 -2%
VHAM
661
Van Hulzen Asset Management
California
$213K +$206K +1,033 New
APG
662
Abacus Planning Group
South Carolina
$212K +$205K +1,029 New
VFP
663
Verus Financial Partners
Virginia
$212K +$205K +1,029 New
TIA
664
Tiemann Investment Advisors
California
$211K +$204K +1,021 New
OBGC
665
O'Brien Greene & Co
Pennsylvania
$208K +$202K +1,010 New
ODCM
666
Old Dominion Capital Management
Virginia
$207K +$200K +1,003 New
FHA
667
Flagship Harbor Advisors
Massachusetts
$206K -$9.98K -50 -5%
MLFP
668
MPS Loria Financial Planners
Illinois
$206K
OIA
669
Optimum Investment Advisors
Illinois
$206K
CPSAC
670
Chas P. Smith & Associates (CPS)
Florida
$206K +$200K +1,000 New
CIS
671
Connors Investor Services
Pennsylvania
$206K +$200K +1,000 New
EWA
672
Exencial Wealth Advisors
Oklahoma
$204K +$197K +988 New
IAA
673
Independent Advisor Alliance
North Carolina
$202K +$196K +980 New
CS
674
Comerica Securities
Michigan
$202K +$196K +981 New
RCAG
675
Rehmann Capital Advisory Group
Michigan
$202K +$195K +978 New