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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
676
Ballentine Partners
Massachusetts
-$206K -1,505 Closed
LSAG
677
Lake Street Advisors Group
New Hampshire
-$204K -1,490 Closed
C
678
Cerebellum
California
-$180K -1,315 Closed
TA
679
Townsend & Associates
Colorado
-$106K -770 Closed
IWP
680
Icon Wealth Partners
Texas
-$74K -541 Closed
OIA
681
OneDigital Investment Advisors
Kansas
-$73K -533 Closed
WT
682
Washington Trust
Rhode Island
-$50K -366 Closed
KCPG
683
Kavar Capital Partners Group
Kansas
-$48K -350 Closed
TG
684
TLP Group
Illinois
-$38K -278 Closed
PHK
685
Point72 Hong Kong
Hong Kong
-$18K -128 Closed
GFP
686
Gryphon Financial Partners
Ohio
-$12K -86 Closed
LWA
687
Lenox Wealth Advisors
New York
-$10K -70 Closed
NL
688
NVWM LLC
Pennsylvania
-$4K -28 Closed
WT
689
Whittier Trust
California
-$4K -26 Closed
NIM
690
NuWave Investment Management
New Jersey
-$3K -24 Closed
RWP
691
RWA Wealth Partners
Massachusetts
-$2K -17 Closed
CFC
692
Coyle Financial Counsel
Illinois
-$2K -15 Closed
VNA
693
Valley National Advisers
Pennsylvania
-$2K -15 Closed
SMG
694
Spectrum Management Group
Indiana
-$1K -10 Closed
GWA
695
Guidant Wealth Advisors
Illinois
-$1K -9 Closed

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.