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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
676
JFS Wealth Advisors
Pennsylvania
$323K
SAM
677
Seelaus Asset Management
New Jersey
$322K -$436K -1,980 -59%
APC
678
Aspire Private Capital
North Carolina
$321K +$308K +1,397 New
HI
679
Horizon Investments
North Carolina
$319K -$79.5K -361 -21%
CIA
680
Choate Investment Advisors
Massachusetts
$316K +$27.5K +125 +10%
OIA
681
OneDigital Investment Advisors
Kansas
$316K +$302K +1,374 New
MCM
682
Mattern Capital Management
Colorado
$314K
CS
683
Capital Square
Tennessee
$310K
EFS
684
Essex Financial Services
Connecticut
$307K -$395K -1,796 -57%
NOI
685
Newton One Investments
Delaware
$307K
NIM
686
Northeast Investment Management
Massachusetts
$307K
PCP
687
Proficio Capital Partners
Massachusetts
$307K +$294K +1,336 New
SCM
688
Stevens Capital Management
Pennsylvania
$304K +$291K +1,322 New
SIM
689
Sadoff Investment Management
Wisconsin
$302K +$289K +1,311 New
FMLI
690
Fukoku Mutual Life Insurance
Japan
$299K -$22K -100 -7%
PWPS
691
Pinnacle Wealth Planning Services
Ohio
$299K +$60.5K +275 +27%
WCA
692
Waratah Capital Advisors
Ontario, Canada
$299K +$286K +1,300 New
VF
693
Virtu Financial
New York
$296K +$283K +1,285 New
BFM
694
Boothbay Fund Management
New York
$293K +$59.9K +272 +27%
HTC
695
Haverford Trust Company
Pennsylvania
$292K -$41.8K -190 -13%
EH
696
Equitable Holdings
New York
$290K -$15.2K -69 -5%
RFN
697
RDA Financial Network
Iowa
$288K
Fayez Sarofim & Co
698
Fayez Sarofim & Co
Texas
$287K +$275K +1,248 New
CT
699
Coastline Trust
Rhode Island
$286K -$45.1K -205 -14%
RCAG
700
Rehmann Capital Advisory Group
Michigan
$282K +$11.4K +52 +4%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.