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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
701
Trustmark National Bank Trust Department
Mississippi
$282K
ACM
702
AlphaCrest Capital Management
New York
$279K -$108K -489 -29%
IA
703
IFP Advisors
Florida
$279K +$2.42K +11 +0.9%
HA
704
HC Advisors
Georgia
$274K
CFA
705
Capstone Financial Advisors
Illinois
$272K +$261K +1,184 New
AAS
706
Avantax Advisory Services
Texas
$270K +$27.5K +125 +12%
BL
707
BFSG LLC
California
$266K
SFSIG
708
San Francisco Sentry Investment Group
California
$265K -$3.3K -15 -1%
OAM
709
Oppenheimer Asset Management
New York
$262K -$2.64K -12 -1%
HIA
710
Harbor Investment Advisory
Maryland
$262K
SFS
711
Sowell Financial Services
Arkansas
$261K +$18.9K +86 +9%
FNBOH
712
First National Bank of Hutchinson
Kansas
$260K +$247K +1,120 New
AC
713
Annandale Capital
Texas
$258K
MC
714
Moors & Cabot
Massachusetts
$256K -$83.6K -380 -26%
FCI
715
Financial Counselors Inc
Kansas
$256K +$3.08K +14 +1%
BHC
716
Bowen Hanes & Co
Florida
$255K
HIP
717
HUB Investment Partners
Texas
$255K +$244K +1,107 New
NRS
718
Neville Rodie & Shaw
New York
$253K
BAM
719
Barrett Asset Management
New York
$253K +$242K +1,100 New
GRP
720
Global Retirement Partners
California
$252K -$8.37K -38 -3%
MLFP
721
MPS Loria Financial Planners
Illinois
$248K
HI
722
Hudock Inc
Pennsylvania
$247K
ACA
723
Atlas Capital Advisors
Wyoming
$247K -$626K -2,844 -73%
VWA
724
V Wealth Advisors
Kansas
$244K
MWPCG
725
Measured Wealth Private Client Group
New Hampshire
$244K +$234K +1,061 New

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.