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Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
651
ASB Consultores
Florida
$530K -$5.87K -17 -1%
CC
652
Cannell & Co
New York
$522K – – –
AO
653
Advisor OS
Illinois
$518K +$17.6K +51 +4%
GCC
654
Game Creek Capital
Massachusetts
$518K -$475K -1,375 -48%
TNBTD
655
Trustmark National Bank Trust Department
Mississippi
$517K – – –
TA
656
Tectonic Advisors
Texas
$516K +$1.04K +3 +0.2%
ATC
657
Argent Trust Co
Tennessee
$513K -$19K -55 -4%
GL
658
Graypoint LLC
New York
$508K +$63.9K +185 +14%
EH
659
Equitable Holdings
New York
$507K +$7.59K +22 +2%
IA
660
IFG Advisors
Missouri
$506K – – –
FNBOO
661
First National Bank of Omaha
Nebraska
$504K -$164K -476 -25%
SIM
662
Sentry Investment Management
Wisconsin
$503K -$522K -1,511 -51%
NRS
663
Neville Rodie & Shaw
New York
$501K – – –
PWG
664
Portside Wealth Group
Utah
$496K +$496K +1,437 New
SWM
665
SeaCrest Wealth Management
New York
$493K -$5.52K -16 -1%
HI
666
Horizon Investments
North Carolina
$483K +$119K +346 +33%
BIM
667
Baldwin Investment Management
Pennsylvania
$483K – – –
WFI
668
West Family Investments
California
$483K +$8.63K +25 +2%
AF
669
Allworth Financial
California
$483K +$2.76K +8 +0.6%
NSIM
670
North Star Investment Management
Illinois
$479K -$104K -300 -18%
SC
671
SRB Corp
Massachusetts
$479K +$71.5K +207 +18%
FPCP
672
Fort Point Capital Partners
California
$471K +$3.11K +9 +0.7%
WP
673
WealthSource Partners
California
$468K -$2.76K -8 -0.6%
AWE
674
Avidian Wealth Enterprises
Texas
$467K -$19.7K -57 -4%
NL
675
NWAM LLC
Washington
$465K +$465K +1,347 New
25 26
27
28 29