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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
OPPS
726
Obsidian Personal Planning Solutions
Maryland
$365K +$344K +1,058 New
HWA
727
Heritage Wealth Advisors
Virginia
$363K
MLFP
728
MPS Loria Financial Planners
Illinois
$356K
KFP
729
KMG Fiduciary Partners
Ohio
$355K
HW
730
Hancock Whitney
Mississippi
$355K -$20.1K -62 -6%
JWCA
731
J.W. Coons Advisors
Ohio
$353K
DI
732
DFPG Investments
Utah
$352K -$13.3K -41 -4%
TCOO
733
Trust Company of Oklahoma
Oklahoma
$350K -$7.47K -23 -2%
APG
734
Abacus Planning Group
South Carolina
$349K
Federated Hermes
735
Federated Hermes
Pennsylvania
$348K -$43.2K -133 -12%
OIA
736
Optimum Investment Advisors
Illinois
$345K
SFC
737
SYM Financial Corp
Indiana
$345K
VBCG
738
Valley Brook Capital Group
Pennsylvania
$345K
BC
739
Belmont Capital
California
$345K +$325K +1,000 New
CPSAC
740
Chas P. Smith & Associates (CPS)
Florida
$345K
FRM
741
Fox Run Management
Connecticut
$339K +$8.12K +25 +3%
CFP
742
Catalyst Financial Partners
Massachusetts
$339K +$48.4K +149 +18%
SWK
743
Stephen W. Kidder
$337K
FMLI
744
Fukoku Mutual Life Insurance
Japan
$336K
SMC
745
Smith, Moore & Co
Missouri
$333K -$974 -3 -0.3%
DIM
746
Delta Investment Management
California
$333K
AC
747
Allstate Corporation
Illinois
$331K
ACA
748
Atlas Capital Advisors
Wyoming
$330K
PCP
749
Proficio Capital Partners
Massachusetts
$327K +$2.6K +8 +0.9%
DCM
750
Donaldson Capital Management
Indiana
$325K +$306K +941 New

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.