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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
726
Annandale Capital
Texas
$354K
GCM
727
Gladius Capital Management
Illinois
$354K +$25.1K +81 +8%
WCG
728
Weaver Consulting Group
California
$351K
BHC
729
Bowen Hanes & Co
Florida
$350K
DI
730
DFPG Investments
Utah
$347K -$21K -68 -6%
HW
731
Hancock Whitney
Mississippi
$344K +$61.9K +200 +22%
EI
732
Ellevest Inc
New York
$336K +$24.1K +78 +8%
HI
733
Hudock Inc
Pennsylvania
$335K
SMA
734
Sage Mountain Advisors
Georgia
$334K +$328K +1,060 New
PCM
735
Penserra Capital Management
California
$333K
HI
736
Horizon Investments
North Carolina
$333K +$39K +126 +14%
VWA
737
V Wealth Advisors
Kansas
$332K -$13.3K -43 -4%
HWA
738
Heritage Wealth Advisors
Virginia
$332K
QCM
739
Qsemble Capital Management
New York
$331K +$325K +1,050 New
LFA
740
Legacy Financial Advisors
Kentucky
$331K +$6.81K +22 +2%
CAG
741
Csenge Advisory Group
Florida
$329K -$2.48K -8 -0.8%
TCOO
742
Trust Company of Oklahoma
Oklahoma
$327K -$22.3K -72 -6%
MOS
743
MGO One Seven
Ohio
$326K +$62.2K +201 +24%
MLFP
744
MPS Loria Financial Planners
Illinois
$325K +$5.57K +18 +2%
KFP
745
KMG Fiduciary Partners
Ohio
$324K
IWM
746
IHT Wealth Management
Illinois
$322K -$16.1K -52 -5%
JWCA
747
J.W. Coons Advisors
Ohio
$322K -$15.5K -50 -5%
APG
748
Abacus Planning Group
South Carolina
$319K
OIA
749
Optimum Investment Advisors
Illinois
$315K
PCMC
750
Paragon Capital Management (Colorado)
Colorado
$315K

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.