1,054 hedge funds and large institutions have $51.5B invested in Aon in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 339 increasing their positions, 400 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+17
Holders Change %
+1.64%
% of All Funds
15.45%
Holding in Top 10
26
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-29.73%
% of All Funds
0.38%
New
121
Increased
339
Reduced
400
Closed
88
Calls
$173M
Puts
$221M
Net Calls
-$48.2M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
676
Kintegral Advisory
New York
$490K -$3.2K -11 -0.6%
PA
677
Procyon Advisors
Connecticut
$490K +$174K +599 +55%
CI
678
Conning Inc
Connecticut
$487K
A
679
AustralianSuper
Australia
$487K
FBFS
680
First Business Financial Services
Wisconsin
$475K -$86.1K -296 -15%
ATI
681
Act Two Investors
California
$471K +$471K +1,620 New
CGL
682
Clarius Group LLC
Washington
$471K -$29.1K -100 -6%
DGAM
683
Desjardins Global Asset Management
Quebec, Canada
$465K -$341K -1,172 -42%
FCH
684
Freestone Capital Holdings
Washington
$462K -$4.66K -16 -1%
GWM
685
Gitterman Wealth Management
New Jersey
$461K +$192K +658 +71%
PFS
686
Prospera Financial Services
Texas
$458K -$80.3K -276 -15%
SB
687
Sunflower Bank
Texas
$453K +$2.62K +9 +0.6%
AT
688
American Trust
Kentucky
$453K -$46.3K -159 -9%
WS
689
Wedbush Securities
California
$451K -$10.8K -37 -2%
BWCS
690
Beirne Wealth Consulting Services
Connecticut
$443K +$443K +1,520 New
IG
691
ING Group
Netherlands
$441K -$1.23M -4,241 -74%
PCIA
692
Prime Capital Investment Advisors
Kansas
$438K +$89.9K +309 +26%
GCC
693
Game Creek Capital
Massachusetts
$437K
TA
694
Tectonic Advisors
Texas
$436K
ATC
695
Argent Trust Co
Tennessee
$434K
PWM
696
Perigon Wealth Management
California
$432K -$23.9K -82 -5%
CPRC
697
Consolidated Portfolio Review Corp
New York
$432K
IA
698
IFG Advisors
Missouri
$427K
Connor, Clark & Lunn Investment Management (CC&L)
699
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$422K +$422K +1,451 New
IWA
700
Icon Wealth Advisors
Texas
$422K +$422K +1,450 New