1,075 hedge funds and large institutions have $57.2B invested in Aon in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 355 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+21
Holders Change %
+1.99%
% of All Funds
15.58%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
131
Increased
355
Reduced
413
Closed
95
Calls
$199M
Puts
$131M
Net Calls
+$68M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Shares
Change %
PWG
651
Portside Wealth Group
Utah
$597K +$116K +347 +24%
EAM
652
Empirical Asset Management
Massachusetts
$596K -$299K -896 -33%
CC
653
Cipher Capital
New York
$594K +$594K +1,779 New
KDA
654
Kraft Davis & Associates
Missouri
$584K +$584K +2,035 New
YC
655
Yarbrough Capital
Tennessee
$583K
WPC
656
Wedmont Private Capital
Pennsylvania
$575K +$22.4K +70 +4%
GRP
657
Global Retirement Partners
California
$574K +$10.3K +31 +2%
TPCW
658
TD Private Client Wealth
New York
$573K +$150K +449 +35%
S
659
SimplyRich
California
$571K
MIM
660
Martin Investment Management
Florida
$565K
GFP
661
Gryphon Financial Partners
Ohio
$564K -$813K -2,437 -59%
NCMW
662
Northern Capital Management (Washington)
Washington
$563K
RZH
663
Relyea Zuckerberg Hanson
Connecticut
$562K -$1K -3 -0.2%
KA
664
Kintegral Advisory
New York
$560K -$1.67K -5 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
665
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$555K +$71.1K +213 +15%
A
666
AustralianSuper
Australia
$551K
DWM
667
Dynasty Wealth Management
Florida
$546K +$546K +1,637 New
FBFS
668
First Business Financial Services
Wisconsin
$545K
CI
669
Conning Inc
Connecticut
$542K -$16.7K -50 -3%
PCIA
670
Prime Capital Investment Advisors
Kansas
$540K +$37.7K +113 +8%
CA
671
Crane Advisory
California
$534K
AC
672
AXQ Capital
New Jersey
$534K -$2.56M -7,680 -83%
Nomura Holdings
673
Nomura Holdings
Japan
$533K -$817K -2,448 -61%
VFA
674
Valeo Financial Advisors
Indiana
$533K -$133K -430 -20%
SB
675
Sunflower Bank
Texas
$530K +$10K +30 +2%