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989 hedge funds and large institutions have $56.2B invested in Aon in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 282 increasing their positions, 381 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 61

15% more call options, than puts

Call options by funds: $176M | Put options by funds: $154M

9% more funds holding

Funds holding: 909989 (+80)

1% less capital invested

Capital invested by funds: $56.9B → $56.2B (-$718M)

3.15% less ownership

Funds ownership: 88.41%85.25% (-3.2%)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

26% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 381

Holders
989
Holders Change
+80
Holders Change %
+8.8%
% of All Funds
15.22%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.43%
New
153
Increased
282
Reduced
381
Closed
61
Calls
$176M
Puts
$154M
Net Calls
+$22.4M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
651
Orion Portfolio Solutions
Nebraska
$449K +$65.7K +219 +17%
PFS
652
Prospera Financial Services
Texas
$446K +$444K +1,481 New
TSS
653
Two Sigma Securities
New York
$443K +$91.7K +306 +26%
NDSI
654
Newman Dignan & Sheerar Inc
Rhode Island
$441K
AWM
655
AE Wealth Management
Kansas
$435K +$8.09K +27 +2%
SCM
656
Shelton Capital Management
Colorado
$430K -$14.7K -49 -3%
CIA
657
Choate Investment Advisors
Massachusetts
$429K -$13.5K -45 -3%
CA
658
Cornerstone Advisory
Maryland
$424K +$138K +460 +48%
AWE
659
Avidian Wealth Enterprises
Texas
$422K -$5.7K -19 -1%
JWA
660
JFS Wealth Advisors
Pennsylvania
$422K
EWM
661
Empirical Wealth Management
Washington
$422K +$421K +1,404 New
GCM
662
Gladius Capital Management
Illinois
$421K +$420K +1,400 New
WFI
663
West Family Investments
California
$415K -$46.5K -155 -10%
BTWM
664
Baker Tilly Wealth Management
Wisconsin
$412K +$27.3K +91 +7%
AssetMark Inc
665
AssetMark Inc
California
$410K +$289K +964 +240%
AT
666
American Trust
Kentucky
$407K +$406K +1,355 New
RDWM
667
Red Door Wealth Management
Tennessee
$403K -$71.1K -237 -15%
NOI
668
Newton One Investments
Delaware
$401K
SIM
669
Sadoff Investment Management
Wisconsin
$398K +$3.9K +13 +1%
RCM
670
Radnor Capital Management
Pennsylvania
$396K
CBFP
671
Cedar Brook Financial Partners
Ohio
$391K -$12.6K -42 -3%
RZH
672
Relyea Zuckerberg Hanson
Connecticut
$391K -$9.89K -33 -2%
RCAG
673
Rehmann Capital Advisory Group
Michigan
$389K +$24.9K +83 +7%
AFP
674
Ausdal Financial Partners
Iowa
$386K +$385K +1,285 New
IC
675
Inverness Counsel
New York
$384K -$184K -615 -33%

AON Hedge Fund Activity: Q4 2021 in Review

989 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2021, worth a combined $56.2B — down 1.3% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AON positions and 61 closed out — a net gain of 92 holders — while 282 added to existing stakes and 381 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $453M. The largest seller was BlackRock, cutting an estimated $508M.

  • 989 institutional investors held Aon (AON) as of Q4 2021, up from 909 in Q3 2021.
  • Funds reported $56.2B of Aon stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 153 funds opened new Aon positions in Q4 2021 and 61 closed out, a net change of +92 holders.
  • The largest Aon buyer in Q4 2021 was Viking Global Investors, an estimated $453M added.
  • The largest Aon seller in Q4 2021 was BlackRock, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2021.