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803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751803 (+52)

2.73% more ownership

Funds ownership: 92.49%95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
701
Carolina Wealth Advisors
South Carolina
$110K +$106K +532 New
BCA
702
Berman Capital Advisors
Georgia
$108K +$1.2K +6 +1%
HWA
703
Heritage Wealth Advisors
Virginia
$103K +$9.98K +50 +11%
WPA
704
West Paces Advisors
Georgia
$99.2K
GWS
705
Glassman Wealth Services
Virginia
$98K +$9.59K +48 +11%
HR
706
Howe & Rusling
New York
$97K
WT
707
Washington Trust
Rhode Island
$95K +$91.1K +456 New
WTC
708
WhitTier Trust Company
Nevada
$93K +$24K +120 +36%
BFC
709
Bedel Financial Consulting
Indiana
$86K
HPC
710
HM Payson & Co
Maine
$80K +$4.19K +21 +6%
FHA
711
First Horizon Advisors
Tennessee
$79K -$269K -1,345 -78%
CTC
712
Central Trust Company
Missouri
$76K -$7.99K -40 -10%
SL
713
Savior LLC
Massachusetts
$73K
WT
714
Whittier Trust
California
$69K
LFG
715
LifePlan Financial Group
Ohio
$67K
PCG
716
Private Capital Group
Connecticut
$66K -$2.4K -12 -4%
VCM
717
Versant Capital Management
Arizona
$66K
RIM
718
Rampart Investment Management
Connecticut
$65K -$1.41M -7,063 -96%
HFM
719
Harvest Fund Management
China
$65K -$86.9K -435 -58%
HCP
720
Hexagon Capital Partners
Arkansas
$64K +$70.9K +355 New
CCA
721
Column Capital Advisors
Indiana
$60K -$3.6K -18 -6%
BG
722
Bollard Group
Massachusetts
$60K
BHWM
723
Bay Harbor Wealth Management
Maryland
$59K +$1.6K +8 +3%
PWMG
724
Prestige Wealth Management Group
New Jersey
$58K +$28.4K +142 +101%
FMII
725
Farmers & Merchants Investments Inc
Nebraska
$56K +$22.2K +111 +69%