We are live on ! Find out more

633 hedge funds and large institutions have $29.5B invested in Aon in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 175 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $29.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

7% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 70

3% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$747M)

0% less funds holding

Funds holding: 636633 (-3)

0.7% less ownership

Funds ownership: 86.19%85.49% (-0.7%)

33% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 263

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
14.51%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
75
Increased
175
Reduced
263
Closed
70
Calls
$55.8M
Puts
$29.1M
Net Calls
+$26.7M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
676
Palo Capital
California
-$220K -1,642 Closed
PP
677
Prudential plc
United Kingdom
-$219K -1,633 Closed
DCM
678
Driehaus Capital Management
Illinois
-$213K -1,593 Closed
FHA
679
Flagship Harbor Advisors
Massachusetts
-$211K -1,540 Closed
MIS
680
Morningstar Investment Services
Illinois
-$206K -1,537 Closed
SCM
681
Stellar Capital Management
Arizona
-$201K -1,500 Closed
STA
682
Summit Trail Advisors
New York
-$186K -1,350 Closed
SQA
683
Simon Quick Advisors
New Jersey
-$181K -1,273 Closed
IWP
684
Icon Wealth Partners
Texas
-$80K -597 Closed
EWM
685
Evercore Wealth Management
New York
-$54K -405 Closed
SIC
686
Salem Investment Counselors
North Carolina
-$54K -400 Closed
MAM
687
Magellan Asset Management
Australia
-$46K -345 Closed
FGC
688
Financial Gravity Companies
Texas
-$49K -342 Closed
GBT
689
Grove Bank & Trust
Florida
-$43K -320 Closed
AFNAS
690
American Financial Network Advisory Services
California
-$36K -266 Closed
RPC
691
Rossmore Private Capital
Connecticut
-$15.3K -114 Closed
WA
692
Winfield Associates
Ohio
-$15K -109 Closed
GT
693
Greenleaf Trust
Michigan
-$10K -78 Closed
PFGIA
694
Patriot Financial Group Insurance Agency
Massachusetts
-$5K -38 Closed
KJWM
695
Kiley Juergens Wealth Management
Washington
-$4K -35 Closed
CIR
696
Clear Investment Research
Georgia
-$3K -23 Closed
PO
697
Private Ocean
California
-$2K -16 Closed
BWA
698
BDO Wealth Advisors
Florida
-$1K -9 Closed
WAP
699
Wealthcare Advisory Partners
Pennsylvania
-$1K -5 Closed
JA
700
JOYN Advisors
Georgia
+$420 +3 New

AON Hedge Fund Activity: Q1 2018 in Review

633 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2018, worth a combined $29.5B — up 2.6% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AON positions and 70 closed out — a net gain of 5 holders — while 175 added to existing stakes and 263 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $334M. The largest seller was APG Asset Management, cutting an estimated $185M.

  • 633 institutional investors held Aon (AON) as of Q1 2018, down from 636 in Q4 2017.
  • Funds reported $29.5B of Aon stock for Q1 2018, up 2.6% quarter-over-quarter.
  • 75 funds opened new Aon positions in Q1 2018 and 70 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q1 2018 was Massachusetts Financial Services, an estimated $334M added.
  • The largest Aon seller in Q1 2018 was APG Asset Management, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2018.