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Aon
AON

632 hedge funds and large institutions have $28.2B invested in Aon in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 188 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $135M | Put options by funds: $26.3M

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% less funds holding

Funds holding: 633 → 632 (-1)

5% less capital invested

Capital invested by funds: $29.5B → $28.2B (-$1.34B)

1.38% less ownership

Funds ownership: 85.49% → 84.11% (-1.4%)

12% less funds holding in top 10

Funds holding in top 10: 25 → 22 (-3)

25% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 250

Holders
632
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14.47%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
61
Increased
188
Reduced
250
Closed
56
Calls
$135M
Puts
$26.3M
Net Calls
+$109M
Net Calls Change
+$82.5M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$202M
2
CCM
Cantillon Capital Management
New York
+$68.4M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$60.3M
4
AT
AMF Tjänstepension
Sweden
+$44.5M
5
Millennium Management
Millennium Management
New York
+$38.7M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$335M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$140M
3
Ameriprise
Ameriprise
Minnesota
-$120M
4
Harris Associates
Harris Associates
Illinois
-$119M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
APP
676
Avantax Planning Partners
Iowa
– -$30K -211 Closed
DWM
677
Destination Wealth Management
California
– -$19K -137 Closed
AS
678
Altshuler Shaham
Israel
– -$17K -118 Closed
FCAG
679
First Capital Advisors Group
New Jersey
– -$9K -67 Closed
PW
680
Price Wealth
Texas
– -$4K -31 Closed
IWM
681
IHT Wealth Management
Illinois
– -$3K -22 Closed
PGWM
682
Parisi Gray Wealth Management
New Jersey
– -$3K -21 Closed
KF
683
Krilogy Financial
Missouri
– -$2K -15 Closed
AWA
684
Acorn Wealth Advisors
Michigan
– -$2K -14 Closed
AWM
685
Avior Wealth Management
Nebraska
– -$1K -10 Closed
PWM
686
Perigon Wealth Management
California
– -$1K -4 Closed
KJWM
687
Kiley Juergens Wealth Management
Washington
– +$4.93K +35 New
24 25 26 27
28

AON Hedge Fund Activity: Q2 2018 in Review

632 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2018, worth a combined $28.2B — down 4.6% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AON positions and 56 closed out — a net gain of 5 holders — while 188 added to existing stakes and 250 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $202M. The largest seller was Principal Financial Group, cutting an estimated $335M.

  • 632 institutional investors held Aon (AON) as of Q2 2018, down from 633 in Q1 2018.
  • Funds reported $28.2B of Aon stock for Q2 2018, down 4.6% quarter-over-quarter.
  • 61 funds opened new Aon positions in Q2 2018 and 56 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q2 2018 was Massachusetts Financial Services, an estimated $202M added.
  • The largest Aon seller in Q2 2018 was Principal Financial Group, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2018.