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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
QI
726
Qtron Investments
Massachusetts
$241K
AWA
727
Arete Wealth Advisors
Illinois
$233K +$3.08K +14 +1%
OBGC
728
O'Brien Greene & Co
Pennsylvania
$232K
CAG
729
Csenge Advisory Group
Florida
$231K +$215K +975 New
CPSAC
730
Chas P. Smith & Associates (CPS)
Florida
$230K
CIS
731
Connors Investor Services
Pennsylvania
$230K
FHA
732
Flagship Harbor Advisors
Massachusetts
$230K
OIA
733
Optimum Investment Advisors
Illinois
$230K
VBCG
734
Valley Brook Capital Group
Pennsylvania
$230K
FRM
735
Fox Run Management
Connecticut
$230K +$220K +1,001 New
TIA
736
Tiemann Investment Advisors
California
$229K -$5.5K -25 -2%
WT
737
Whittier Trust
California
$229K +$3.3K +15 +2%
PFPT
738
Pinnacle Financial Partners (Tennessee)
Tennessee
$229K +$219K +996 New
CS
739
Comerica Securities
Michigan
$226K -$1.76K -8 -0.8%
CAC
740
Cowen and Company
New York
$226K +$216K +981 New
NPF
741
Norris Perne & French
Michigan
$223K -$125K -566 -37%
TCM
742
Tran Capital Management
California
$223K -$66.9K -304 -24%
SMC
743
Smith, Moore & Co
Missouri
$222K +$212K +964 New
PI
744
Putnam Investments
Massachusetts
$220K -$9.03K -41 -4%
MFA
745
Mayflower Financial Advisors
Massachusetts
$220K
OPS
746
Orion Portfolio Solutions
Nebraska
$220K +$211K +958 New
CA
747
Cornerstone Advisory
Maryland
$219K
6M
748
6 Meridian
Kansas
$218K +$208K +947 New
SWM
749
SeaCrest Wealth Management
New York
$215K +$205K +933 New
LW
750
Linscomb Wealth
Texas
$214K -$23.1K -105 -10%

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.