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698 hedge funds and large institutions have $35.1B invested in Aon in 2019 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 251 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $29.7B → $35.1B (+$5.45B)

16% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 73

1% more funds holding

Funds holding: 688698 (+10)

5% more call options, than puts

Call options by funds: $56M | Put options by funds: $53.5M

0.77% more ownership

Funds ownership: 85.01%85.78% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 251

Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
15.11%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.63%
New
85
Increased
243
Reduced
251
Closed
73
Calls
$56M
Puts
$53.5M
Net Calls
+$2.45M
Net Calls Change
-$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
676
One Wealth Advisors
California
$6K +$6K +37 New
PFGIA
677
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$6K +37 New
ACA
678
Anchor Capital Advisors
Massachusetts
$5.36K -$397K -2,448 -7%
Parallax Volatility Advisers
679
Parallax Volatility Advisers
California
$4K -$956K -5,894 -100%
AC
680
Avestar Capital
New York
$4K -$324 -2 -5%
FRA
681
Front Row Advisors
California
$4K +$2.11K +13 +130%
AA
682
Advisory Alpha
Michigan
$3.35K +$3.08K +19 New
HIM
683
Hillsdale Investment Management
Ontario, Canada
$3K -$811 -5 -20%
SA
684
SRH Advisors
Kansas
$3K
SCA
685
Stuart Chaussee & Associates
California
$3K
WF
686
WealthTrust Fairport
Ohio
$3K
TFGT
687
TS Financial Group (TSFG)
Illinois
$3K +$3.24K +20 New
SCM
688
Shelton Capital Management
Colorado
$2.04K -$274K -1,692 -83%
Fidelity International
689
Fidelity International
Bermuda
$2K -$7.13K -44 -81%
OFW
690
Omnia Family Wealth
Florida
$2K
MSA
691
Marino Stram & Associates
Massachusetts
$2K +$649 +4 +80%
BC
692
Bartlett & Co
Ohio
$2K +$1.46K +9 New
BWM
693
Baystate Wealth Management
Massachusetts
$2K +$1.62K +10 New
PFO
694
Pathstone Family Office
New Jersey
$2K +$2.27K +14 New
BCWM
695
Bartlett & Co Wealth Management
Ohio
$1.54K +$1.46K +9 New
GWMIA
696
Global Wealth Management Investment Advisory
Florida
$1K
GT
697
Glenmede Trust
Pennsylvania
$625 -$42.5K -262 -7%
CT
698
Chicago Trust
Illinois
$230 +$219K +1,350 New
Lord, Abbett & Co
699
Lord, Abbett & Co
New Jersey
-$21.1M -144,899 Closed
DP
700
DSAM Partners
United Kingdom
-$16.3M -112,355 Closed

AON Hedge Fund Activity: Q1 2019 in Review

698 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2019, worth a combined $35.1B — up 18% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AON positions and 73 closed out — a net gain of 12 holders — while 243 added to existing stakes and 251 trimmed.

The largest buyer was Capital International Investors, adding an estimated $301M. The largest seller was Artisan Partners, cutting an estimated $430M.

  • 698 institutional investors held Aon (AON) as of Q1 2019, up from 688 in Q4 2018.
  • Funds reported $35.1B of Aon stock for Q1 2019, up 18% quarter-over-quarter.
  • 85 funds opened new Aon positions in Q1 2019 and 73 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q1 2019 was Capital International Investors, an estimated $301M added.
  • The largest Aon seller in Q1 2019 was Artisan Partners, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2019.