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803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751803 (+52)

2.73% more ownership

Funds ownership: 92.49%95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
676
West Bancorporation
Iowa
$201K +$4.79K +24 +3%
CI Investments Inc
677
CI Investments Inc
Ontario, Canada
$198K +$50.7K +254 +36%
CIA
678
CSat Investment Advisory
Michigan
$197K +$15.8K +79 +9%
MAM
679
Meeder Asset Management
Ohio
$181K +$24.6K +123 +16%
CFA
680
Carroll Financial Associates
North Carolina
$179K
IA
681
IFP Advisors
Florida
$170K +$83.7K +419 +104%
TI
682
tru Independence
Oregon
$169K +$163K +818 New
AIM
683
AIA Investment Management
Singapore
$158K +$31.2K +156 +25%
NCM
684
New Capital Management
Texas
$153K
SFS
685
Sowell Financial Services
Arkansas
$152K +$1.2K +6 +0.8%
TPWA
686
TRUE Private Wealth Advisors
Oregon
$151K
TAIM
687
TD Ameritrade Investment Management
Nebraska
$150K +$13.6K +68 +10%
CCM
688
Covington Capital Management
California
$144K -$3.19K -16 -2%
HIIFS
689
Harel Insurance Investments & Financial Services
Israel
$143K +$139K +694 New
DWA
690
Dougherty Wealth Advisers
Minnesota
$136K
CA
691
Clearstead Advisors
Ohio
$125K
GWMIA
692
Global Wealth Management Investment Advisory
Florida
$125K
ST
693
Smithfield Trust
Pennsylvania
$125K +$9.98K +50 +9%
PCIA
694
Prime Capital Investment Advisors
Kansas
$124K +$6.79K +34 +6%
GWM
695
Geneos Wealth Management
Colorado
$120K
MCM
696
Manchester Capital Management
Vermont
$120K +$599 +3 +0.5%
EI
697
Ellevest Inc
New York
$119K -$16K -80 -12%
TWA
698
TCI Wealth Advisors
Arizona
$119K
ASN
699
Advisory Services Network
Georgia
$119K +$115K +576 New
S
700
SignatureFD
Georgia
$111K -$15.4K -77 -13%