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Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCGC
676
Legacy Capital Group California
California
$464K +$15.9K +46 +4%
KCM
677
Kathmere Capital Management
Pennsylvania
$463K +$3.11K +9 +0.7%
NOI
678
Newton One Investments
Delaware
$461K – – –
BRWA
679
B. Riley Wealth Advisors
Florida
$458K -$390K -1,130 -46%
LJAC
680
L.J. Altfest & Co
New York
$457K – – –
AFO
681
Arrowroot Family Office
California
$457K -$35.5K -103 -7%
IB
682
Intrust Bank
Kansas
$453K +$28.7K +83 +7%
LCM
683
Landscape Capital Management
New Jersey
$453K +$453K +1,312 New
LA
684
LBP AM
France
$444K +$444K +1,285 New
WWC
685
Waypoint Wealth Counsel
Georgia
$443K -$345 -1 -0.1%
NDSI
686
Newman Dignan & Sheerar Inc
Rhode Island
$438K -$16.9K -49 -4%
GFP
687
Gryphon Financial Partners
Ohio
$438K -$53.8K -156 -11%
SCA
688
Sandy Cove Advisors
Massachusetts
$438K +$690 +2 +0.2%
AP
689
Americana Partners
Texas
$435K +$4.83K +14 +1%
GA
690
Geller Advisors
New York
$434K +$123K +355 +39%
FNBOH
691
First National Bank of Hutchinson
Kansas
$434K +$12.8K +37 +3%
FAIM
692
Financial Advocates Investment Management
Washington
$433K -$6.21K -18 -1%
MC
693
Maverick Capital
Texas
$432K -$118K -342 -21%
WSTAM
694
Wilbanks Smith & Thomas Asset Management
Virginia
$432K -$54.2K -157 -11%
RFN
695
RDA Financial Network
Iowa
$432K – – –
AC
696
Annandale Capital
Texas
$424K +$36.3K +105 +9%
DMBA
697
Deseret Mutual Benefit Administrators
Utah
$422K +$91.1K +264 +28%
JWA
698
JFS Wealth Advisors
Pennsylvania
$417K -$34.2K -99 -8%
PCIA
699
Prime Capital Investment Advisors
Kansas
$414K +$127K +367 +44%
HA
700
HC Advisors
Georgia
$414K – – –
26 27
28
29 30