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546 hedge funds and large institutions have $27.3B invested in Aon in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 236 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

7% more capital invested

Capital invested by funds: $25.4B → $27.3B (+$1.89B)

0.99% more ownership

Funds ownership: 86.63%87.61% (+0.99%)

6% less funds holding

Funds holding: 580546 (-34)

28% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 236

34% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $31.4M

Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
13.59%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.67%
New
44
Increased
171
Reduced
236
Closed
67
Calls
$16.5M
Puts
$31.4M
Net Calls
-$14.9M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
51
Nicholas Company
Wisconsin
$82.6M -$7.71M -66,855 -9%
B
52
BloombergSen
Ontario, Canada
$80.9M +$6.9M +59,791 +10%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$78.2M +$3.57M +30,970 +5%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$78.1M -$6.02M -52,200 -7%
Renaissance Technologies
55
Renaissance Technologies
New York
$76.1M -$9.14M -79,200 -11%
TA
56
Teachers Advisors
New York
$73.3M +$859K +7,448 +1%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.9M +$2.73M +23,690 +4%
Morgan Stanley
58
Morgan Stanley
New York
$70.2M -$24.1M -208,987 -26%
IVA
59
International Value Advisers
$68.2M -$357K -3,091 -0.5%
TCIM
60
TIAA CREF Investment Management
New York
$66.9M -$13.4M -116,023 -17%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$66.7M -$910K -7,888 -1%
PC
62
Polar Capital
United Kingdom
$63.1M +$5.65M +48,948 +10%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$62.1M -$2.77M -24,000 -4%
CS
64
Credit Suisse
Switzerland
$58.6M +$27.3K +237 +0%
TAM
65
Todd Asset Management
Kentucky
$57.5M -$4.84M -41,957 -8%
Kovitz Investment Group Partners
66
Kovitz Investment Group Partners
Illinois
$52.9M +$3.38M +29,304 +7%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$52.6M +$683K +5,918 +1%
PPA
68
Parametric Portfolio Associates
Washington
$52.6M +$49.4K +428 +0.1%
JP Morgan Chase
69
JP Morgan Chase
New York
$52.2M -$4.32M -37,454 -8%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$49.7M -$3.34M -28,955 -6%
WIM
71
Weitz Investment Management
Nebraska
$49.5M -$2.73M -23,677 -5%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$47.2M -$595K -5,157 -1%
APG Asset Management
73
APG Asset Management
Netherlands
$46.6M -$2.04M -17,700 -4%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$45M -$57.7K -500 -0.1%
Prudential Financial
75
Prudential Financial
New Jersey
$42.2M -$8.96M -77,660 -18%

AON Hedge Fund Activity: Q1 2017 in Review

546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2017, worth a combined $27.3B — up 7.4% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of AON and 44 opened new positions — a net loss of 23 holders — while 236 trimmed existing stakes and 171 added.

The largest buyer was BlackRock, adding an estimated $1.71B. The largest seller was Wellington Management Group, cutting an estimated $96M.

  • 546 institutional investors held Aon (AON) as of Q1 2017, down from 580 in Q4 2016.
  • Funds reported $27.3B of Aon stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q1 2017 and 67 closed out, a net change of -23 holders.
  • The largest Aon buyer in Q1 2017 was BlackRock, an estimated $1.71B added.
  • The largest Aon seller in Q1 2017 was Wellington Management Group, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2017.