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Aon
AON

Overview Fund Activity

799 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, 287 increasing their positions, 257 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+52
Holders Change %
+6.96%
% of All Funds
16.16%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
120
Increased
287
Reduced
257
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$898M
2
IFP
Independent Franchise Partners
United Kingdom
+$555M
3
BWA
Brave Warrior Advisors
New York
+$273M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$254M
5
MG
Meritage Group
California
+$174M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$322M
2
Citadel Advisors
Citadel Advisors
Florida
-$287M
3
DZ Bank
DZ Bank
Germany
-$273M
4
State Street
State Street
Massachusetts
-$265M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
676
Carroll Financial Associates
North Carolina
$179K – – –
IA
677
IFP Advisors
Florida
$170K +$86.8K +419 +104%
TI
678
tru Independence
Oregon
$169K +$169K +818 New
AIM
679
AIA Investment Management
Singapore
$158K +$32.1K +156 +25%
NCM
680
New Capital Management
Texas
$153K – – –
SFS
681
Sowell Financial Services
Arkansas
$152K +$1.23K +6 +0.8%
TPWA
682
TRUE Private Wealth Advisors
Oregon
$151K – – –
TAIM
683
TD Ameritrade Investment Management
Nebraska
$150K +$14K +68 +10%
CCM
684
Covington Capital Management
California
$144K -$3.29K -16 -2%
HIIFS
685
Harel Insurance Investments & Financial Services
Israel
$143K +$143K +694 New
DWA
686
Dougherty Wealth Advisers
Minnesota
$136K – – –
CA
687
Clearstead Advisors
Ohio
$125K – – –
GWMIA
688
Global Wealth Management Investment Advisory
Florida
$125K – – –
ST
689
Smithfield Trust
Pennsylvania
$125K +$10.3K +50 +9%
PCIA
690
Prime Capital Investment Advisors
Kansas
$124K +$7.02K +34 +6%
GWM
691
Geneos Wealth Management
Colorado
$120K – – –
MCM
692
Manchester Capital Management
Vermont
$120K +$617 +3 +0.5%
EI
693
Ellevest Inc
New York
$119K -$16.5K -80 -12%
TWA
694
TCI Wealth Advisors
Arizona
$119K – – –
ASN
695
Advisory Services Network
Georgia
$119K +$119K +576 New
S
696
SignatureFD
Georgia
$111K -$15.9K -77 -13%
CWA
697
Carolina Wealth Advisors
South Carolina
$110K +$110K +532 New
BCA
698
Berman Capital Advisors
Georgia
$108K +$1.23K +6 +1%
HWA
699
Heritage Wealth Advisors
Virginia
$103K +$10.3K +50 +11%
WPA
700
West Paces Advisors
Georgia
$99.2K – – –
26 27
28
29 30