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1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
51
Janus Henderson Group
United Kingdom
$192M -$24.7M -74,700 -11%
Bessemer Group
52
Bessemer Group
New Jersey
$190M -$1.27M -3,826 -0.6%
JP Morgan Chase
53
JP Morgan Chase
New York
$178M -$15.8M -47,811 -8%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$167M -$3.51M -10,607 -2%
Ensign Peak Advisors
55
Ensign Peak Advisors
Utah
$167M -$3.08M -9,317 -2%
Natixis Advisors
56
Natixis Advisors
Massachusetts
$165M +$9.14M +27,627 +6%
Amundi
57
Amundi
France
$163M +$34.7M +104,965 +27%
VNIM
58
Vaughan Nelson Investment Management
Texas
$161M +$3.52M +10,626 +2%
Deutsche Bank
59
Deutsche Bank
Germany
$141M -$3.54M -10,714 -2%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$137M -$134M -405,807 -49%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$127M +$48.7M +147,245 +60%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$122M -$1.76M -5,322 -1%
UIM
63
USS Investment Management
United Kingdom
$121M +$80.3M +242,567 +186%
CGPCS
64
Capital Group Private Client Services
California
$121M -$8.75M -26,458 -7%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$118M -$14.9M -45,161 -11%
B
66
BloombergSen
Ontario, Canada
$116M -$3.11M -9,404 -3%
DWA
67
Douglass Winthrop Advisors
New York
$115M +$749K +2,265 +0.6%
HTC
68
Haverford Trust Company
Pennsylvania
$113M -$900K -2,720 -0.8%
GCM
69
Gladstone Capital Management
United Kingdom
$107M +$9.44M +28,534 +9%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$106M -$4.42M -13,349 -4%
Wells Fargo
71
Wells Fargo
California
$104M -$2.22M -6,706 -2%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$104M +$258K +779 +0.2%
PIP
73
Permian Investment Partners
Texas
$98.5M +$37.9M +114,700 +61%
SEI Investments
74
SEI Investments
Pennsylvania
$95.1M +$21.6M +65,401 +29%
CI
75
Cooper Investors
Australia
$93.7M +$89.8M +271,550 New

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.