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857 hedge funds and large institutions have $47B invested in Aon in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 304 increasing their positions, 288 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 52

126% more call options, than puts

Call options by funds: $179M | Put options by funds: $79.2M

7% more funds holding

Funds holding: 803857 (+54)

2.25% more ownership

Funds ownership: 95.22%97.47% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 288

3% more capital invested

Capital invested by funds: $45.5B → $47B (+$1.5B)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

Holders
857
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
15.17%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.5%
New
119
Increased
304
Reduced
288
Closed
52
Calls
$179M
Puts
$79.2M
Net Calls
+$100M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
701
Magellan Asset Management
Australia
$218K +$156K +762 +283%
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$217K -$24.7K -121 -11%
VHAM
703
Van Hulzen Asset Management
California
$217K -$1.23K -6 -0.6%
TIA
704
Tiemann Investment Advisors
California
$216K
OBGC
705
O'Brien Greene & Co
Pennsylvania
$214K
AUB
706
Atlantic Union Bankshares
Virginia
$212K +$204K +1,001 New
CPSAC
707
Chas P. Smith & Associates (CPS)
Florida
$211K
CIS
708
Connors Investor Services
Pennsylvania
$211K
FHA
709
Flagship Harbor Advisors
Massachusetts
$211K
OIA
710
Optimum Investment Advisors
Illinois
$211K
BSW
711
Buckingham Strategic Wealth
Missouri
$211K +$204K +999 New
BFM
712
Boothbay Fund Management
New York
$211K +$204K +1,000 New
VBCG
713
Valley Brook Capital Group
Pennsylvania
$211K +$204K +1,000 New
PI
714
Putnam Investments
Massachusetts
$210K -$84.7K -415 -29%
CS
715
Comerica Securities
Michigan
$209K +$1.84K +9 +0.9%
AWA
716
Arete Wealth Advisors
Illinois
$209K +$204K +998 New
WT
717
Whittier Trust
California
$207K +$132K +648 +195%
MG
718
Mather Group
Illinois
$204K +$197K +967 New
CI Investments Inc
719
CI Investments Inc
Ontario, Canada
$202K -$612 -3 -0.3%
MFA
720
Mayflower Financial Advisors
Massachusetts
$202K +$195K +957 New
CBFP
721
Cedar Brook Financial Partners
Ohio
$202K +$196K +958 New
CA
722
Cornerstone Advisory
Maryland
$201K +$194K +952 New
AMC
723
Asset Management Corp
Illinois
$200K +$196K +960 New
SFS
724
Sowell Financial Services
Arkansas
$197K +$39.6K +194 +26%
CFA
725
Carroll Financial Associates
North Carolina
$190K +$6.53K +32 +4%