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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PIP
51
Permian Investment Partners
Texas
$101M +$20.1M +137,448 +27%
PPA
52
Parametric Portfolio Associates
Washington
$91.1M +$2.09M +14,308 +2%
CGT
53
Capital Guardian Trust
California
$88.7M +$18.5M +126,694 +28%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$87.8M +$10.7M +73,235 +15%
Adage Capital Partners
55
Adage Capital Partners
Massachusetts
$85.9M +$2.79M +19,100 +4%
FCM
56
Frontier Capital Management
Massachusetts
$81.1M +$5.37M +36,688 +7%
CBT
57
Capital Bank & Trust
California
$78.4M +$22.1M +150,813 +42%
NC
58
Nicholas Company
Wisconsin
$74.5M -$3.3M -22,540 -4%
Viking Global Investors
59
Viking Global Investors
Connecticut
$74.3M +$70.6M +482,868 New
FPP
60
Findlay Park Partners
United Kingdom
$71.8M
JP Morgan Chase
61
JP Morgan Chase
New York
$71.2M +$21.2M +144,845 +46%
Man Group
62
Man Group
United Kingdom
$64.9M +$16.3M +111,254 +36%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$64.5M -$2.94M -20,119 -5%
IVA
64
International Value Advisers
$62.9M -$17.7M -121,076 -23%
AllianceBernstein
65
AllianceBernstein
Tennessee
$62.5M -$7.45M -50,950 -11%
AAMU
66
Amundi Asset Management US
Massachusetts
$62.1M -$1.16M -7,965 -2%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.7M +$26.1M +178,716 +80%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$61.5M -$9.21K -63 -0%
CS
69
Credit Suisse
Switzerland
$60.1M +$4.78M +32,663 +9%
Kovitz Investment Group Partners
70
Kovitz Investment Group Partners
Illinois
$60M -$601K -4,107 -1%
Asset Management One
71
Asset Management One
Japan
$59.2M -$81K -554 -0.1%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$55.6M -$1.6M -10,931 -3%
Los Angeles Capital Management
73
Los Angeles Capital Management
California
$55.3M +$3.34M +22,840 +7%
PC
74
Polar Capital
United Kingdom
$53.1M +$2.93M +20,000 +6%
TA
75
Teachers Advisors
New York
$51M -$681K -4,655 -1%

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.