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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
651
Sunflower Bank
Texas
$373K -$2.64K -12 -0.7%
PCM
652
Prelude Capital Management
New York
$371K +$355K +1,612 New
CG
653
Caprock Group
Idaho
$370K +$41.6K +189 +13%
RWM
654
Ritholtz Wealth Management
New York
$365K -$1.76K -8 -0.5%
CC
655
Cannell & Co
New York
$365K
TPCW
656
TD Private Client Wealth
New York
$365K -$87.6K -398 -20%
IWM
657
IHT Wealth Management
Illinois
$364K -$3.52K -16 -1%
CPO
658
Cerity Partners OCIO
New York
$360K
APA
659
American Portfolios Advisors
New York
$352K +$89.2K +405 +36%
FT
660
Fiduciary Trust
Massachusetts
$352K
Verition Fund Management
661
Verition Fund Management
Connecticut
$351K +$336K +1,525 New
ATC
662
Argent Trust Co
Tennessee
$350K
TMAM
663
Tokio Marine Asset Management
Japan
$350K +$46.9K +213 +16%
TCOO
664
Trust Company of Oklahoma
Oklahoma
$350K -$28.2K -128 -8%
THWM
665
Taylor Hoffman Wealth Management
Virginia
$345K
CC
666
Courier Capital
New York
$344K
T
667
TRUADVICE
Florida
$344K +$28.8K +131 +10%
IWC
668
Integrated Wealth Concepts
Massachusetts
$342K +$327K +1,487 New
SCM
669
Shelton Capital Management
Colorado
$341K -$10.6K -48 -3%
WS
670
Wedbush Securities
California
$340K +$8.8K +40 +3%
WIA
671
Westbourne Investment Advisors
Maryland
$334K +$319K +1,450 New
Wellington Management Group
672
Wellington Management Group
Massachusetts
$330K -$41.8M -189,904 -99%
CWM
673
Chesapeake Wealth Management
Virginia
$328K -$198K -898 -39%
TI
674
Tidal Investments
Wisconsin
$328K +$75.7K +344 +32%
AWE
675
Avidian Wealth Enterprises
Texas
$323K -$2.64K -12 -0.8%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.