1,037 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 359 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
16.53%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
359
Reduced
376
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AO
676
Advisor OS
Illinois
$512K +$25.3K +78 +5%
PWM
677
Perigon Wealth Management
California
$508K -$27.2K -84 -5%
SB
678
Sunflower Bank
Texas
$502K +$2.92K +9 +0.6%
LA
679
LBP AM
France
$495K +$78.1K +241 +19%
PI
680
PEAK6 Investments
Illinois
$494K -$41.2K -127 -8%
CC
681
Cannell & Co
New York
$493K +$3.24K +10 +0.7%
WI
682
WrapManager Inc
California
$490K -$30.8K -95 -6%
GCC
683
Game Creek Capital
Massachusetts
$486K
TNBTD
684
Trustmark National Bank Trust Department
Mississippi
$486K
TA
685
Tectonic Advisors
Texas
$485K +$972 +3 +0.2%
Fayez Sarofim & Co
686
Fayez Sarofim & Co
Texas
$483K -$48.6K -150 -9%
ATC
687
Argent Trust Co
Tennessee
$483K +$1.62K +5 +0.3%
CPRC
688
Consolidated Portfolio Review Corp
New York
$481K +$262K +807 +119%
NICM
689
Neo Ivy Capital Management
New York
$480K +$480K +1,480 New
PWG
690
Portside Wealth Group
Utah
$476K +$8.46K +26 +2%
IA
691
IFG Advisors
Missouri
$475K
SC
692
SRB Corp
Massachusetts
$471K +$21.7K +67 +5%
NRS
693
Neville Rodie & Shaw
New York
$470K
FPCP
694
Fort Point Capital Partners
California
$460K +$17.8K +55 +4%
KCM
695
Kathmere Capital Management
Pennsylvania
$460K +$25.6K +79 +6%
BIM
696
Baldwin Investment Management
Pennsylvania
$454K
NSIM
697
North Star Investment Management
Illinois
$450K
GVAG
698
Great Valley Advisor Group
Delaware
$450K +$196K +605 +77%
PA
699
Pinnacle Associates
New York
$450K +$196K +603 +77%
SWM
700
SeaCrest Wealth Management
New York
$447K -$15.6K -48 -3%