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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
NCM
726
New Capital Management
Texas
$157K
TPWA
727
TRUE Private Wealth Advisors
Oregon
$155K
TAIM
728
TD Ameritrade Investment Management
Nebraska
$155K +$1.63K +8 +1%
CCM
729
Covington Capital Management
California
$148K
EI
730
Ellevest Inc
New York
$147K +$23.9K +117 +20%
GWM
731
Geneos Wealth Management
Colorado
$141K +$1.43K +7 +1%
DWA
732
Dougherty Wealth Advisers
Minnesota
$139K
ST
733
Smithfield Trust
Pennsylvania
$136K +$8.17K +40 +7%
BCA
734
Berman Capital Advisors
Georgia
$133K +$21.6K +106 +20%
PCIA
735
Prime Capital Investment Advisors
Kansas
$132K +$4.49K +22 +4%
CAM
736
CenterStar Asset Management
Illinois
$128K
CA
737
Clearstead Advisors
Ohio
$128K
GWMIA
738
Global Wealth Management Investment Advisory
Florida
$128K
MCM
739
Manchester Capital Management
Vermont
$123K -$612 -3 -0.5%
TWA
740
TCI Wealth Advisors
Arizona
$121K
CCA
741
Column Capital Advisors
Indiana
$118K +$55.1K +270 +93%
S
742
SignatureFD
Georgia
$115K +$2.04K +10 +2%
CWA
743
Carolina Wealth Advisors
South Carolina
$112K
WTC
744
WhitTier Trust Company
Nevada
$112K +$16.3K +80 +18%
CSPAM
745
Cary Street Partners Asset Management
Virginia
$112K +$8.91M +43,635 New
AA
746
Addison Advisors
Vermont
$106K +$102K +500 New
WPA
747
West Paces Advisors
Georgia
$102K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
748
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$101K -$2.96M -14,521 -97%
PCM
749
Penserra Capital Management
California
$101K +$98.2K +481 New
HR
750
Howe & Rusling
New York
$99K -$408 -2 -0.4%