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1,041 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, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
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
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
676
Freestone Capital Holdings
Washington
$519K -$18.5K -56 -3%
GL
677
Graypoint LLC
New York
$514K +$37.7K +114 +8%
WS
678
Wedbush Securities
California
$514K -$21.8K -66 -4%
AO
679
Advisor OS
Illinois
$512K +$25.8K +78 +5%
PWM
680
Perigon Wealth Management
California
$508K -$27.8K -84 -5%
SB
681
Sunflower Bank
Texas
$502K +$2.98K +9 +0.6%
LA
682
LBP AM
France
$495K +$79.7K +241 +19%
PI
683
PEAK6 Investments
Illinois
$494K -$42K -127 -8%
CC
684
Cannell & Co
New York
$493K +$3.31K +10 +0.7%
WI
685
WrapManager Inc
California
$490K -$31.4K -95 -6%
GCC
686
Game Creek Capital
Massachusetts
$486K
TNBTD
687
Trustmark National Bank Trust Department
Mississippi
$486K
TA
688
Tectonic Advisors
Texas
$485K +$993 +3 +0.2%
Fayez Sarofim & Co
689
Fayez Sarofim & Co
Texas
$483K -$49.6K -150 -9%
ATC
690
Argent Trust Co
Tennessee
$483K +$1.65K +5 +0.3%
CPRC
691
Consolidated Portfolio Review Corp
New York
$481K +$267K +807 +119%
NICM
692
Neo Ivy Capital Management
New York
$480K +$490K +1,480 New
PWG
693
Portside Wealth Group
Utah
$476K +$8.6K +26 +2%
IA
694
IFG Advisors
Missouri
$475K
SC
695
SRB Corp
Massachusetts
$471K +$22.2K +67 +5%
NRS
696
Neville Rodie & Shaw
New York
$470K
FPCP
697
Fort Point Capital Partners
California
$460K +$18.2K +55 +4%
KCM
698
Kathmere Capital Management
Pennsylvania
$460K +$26.1K +79 +6%
BIM
699
Baldwin Investment Management
Pennsylvania
$454K
NSIM
700
North Star Investment Management
Illinois
$450K

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.