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Aon
AON

Overview Fund Activity

725 hedge funds and large institutions have $39.1B invested in Aon in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 218 increasing their positions, 286 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+31
Holders Change %
+4.47%
% of All Funds
15.92%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.7%
New
79
Increased
218
Reduced
286
Closed
42
Calls
$67.1M
Puts
$69.3M
Net Calls
-$2.3M
Net Calls Change
+$30.9M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$83.1M
2
CII
Capital International Inc
California
+$79.7M
3
Capital World Investors
Capital World Investors
California
+$73.4M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$65.5M
5
Capital International Investors
Capital International Investors
California
+$55.7M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$195M
2
Boston Partners
Boston Partners
Massachusetts
-$169M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
4
Lazard Asset Management
Lazard Asset Management
New York
-$97.3M
5
FPA
First Pacific Advisors
California
-$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
676
Rational Advisors
New York
$22K -$43.8K -223 -67%
AIM
677
Advantage Investment Management
Iowa
$21K -$6.74K -34 -24%
AIM
678
Anchor Investment Management
South Carolina
$19.4K +$19.4K +100 New
FMB
679
Field & Main Bank
Kentucky
$19K – – –
TJHA
680
Thomas J. Herzfeld Advisors
Florida
$18K +$7.85K +41 +77%
SWA
681
Sutton Wealth Advisors
Florida
$17K – – –
GSWM
682
Golden State Wealth Management
California
$16K – – –
MPWT
683
MassMutual Private Wealth & Trust
Connecticut
$16K +$3.95K +21 +33%
TCOV
684
Trust Company of Vermont
Vermont
$15K -$266K -1,401 -95%
WAP
685
Wealthcare Advisory Partners
Pennsylvania
$14K – – –
FPFS
686
First Personal Financial Services
North Carolina
$14K – – –
IA
687
IFP Advisors
Florida
$14K +$14K +71 New
RFA
688
Reilly Financial Advisors
California
$13K – – –
RIA
689
Realta Investment Advisors
Delaware
$13K – – –
FCA
690
FinTrust Capital Advisors
South Carolina
$12K – – –
BFEC
691
Benjamin F. Edwards & Company
Missouri
$11K +$1.8K +9 +20%
AA
692
Advisory Alpha
Michigan
$10.3K +$10.3K +55 New
AF
693
Allworth Financial
California
$10K – – –
WCG
694
Weaver Consulting Group
California
$9K – – –
PB
695
Pinnacle Bancorp
Nebraska
$9K +$3K +15 +50%
VNA
696
Valley National Advisers
Pennsylvania
$8K – – –
SSB
697
Sandy Spring Bank
Maryland
$8K – – –
BL
698
Balentine LLC
Georgia
$7K – – –
TIM
699
Tortoise Investment Management
New York
$7K – – –
DAM
700
Delta Asset Management
Tennessee
$7K +$7K +35 New
26 27
28
29 30