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Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
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
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
726
KMG Fiduciary Partners
Ohio
$355K – – –
HW
727
Hancock Whitney
Mississippi
$355K -$21.4K -62 -6%
JWCA
728
J.W. Coons Advisors
Ohio
$353K – – –
DI
729
DFPG Investments
Utah
$352K -$13.6K -41 -4%
TCOO
730
Trust Company of Oklahoma
Oklahoma
$350K -$7.94K -23 -2%
APG
731
Abacus Planning Group
South Carolina
$349K – – –
Federated Hermes
732
Federated Hermes
Pennsylvania
$348K -$45.9K -133 -12%
SFC
733
SYM Financial Corp
Indiana
$345K – – –
OIA
734
Optimum Investment Advisors
Illinois
$345K – – –
VBCG
735
Valley Brook Capital Group
Pennsylvania
$345K – – –
BC
736
Belmont Capital
California
$345K +$345K +1,000 New
CPSAC
737
Chas P. Smith & Associates (CPS)
Florida
$345K – – –
FRM
738
Fox Run Management
Connecticut
$339K +$8.63K +25 +3%
CFP
739
Catalyst Financial Partners
Massachusetts
$339K +$51.4K +149 +18%
SWK
740
Stephen W. Kidder
$337K – – –
FMLI
741
Fukoku Mutual Life Insurance
Japan
$336K – – –
SMC
742
Smith, Moore & Co
Missouri
$333K -$1.04K -3 -0.3%
DIM
743
Delta Investment Management
California
$333K – – –
AC
744
Allstate Corporation
Illinois
$331K – – –
ACA
745
Atlas Capital Advisors
Wyoming
$330K – – –
PCP
746
Proficio Capital Partners
Massachusetts
$327K +$2.76K +8 +0.9%
DCM
747
Donaldson Capital Management
Indiana
$325K +$325K +941 New
EFS
748
Essex Financial Services
Connecticut
$323K – – –
CAMG
749
CWA Asset Management Group
Florida
$322K +$10.4K +30 +3%
MOS
750
MGO One Seven
Ohio
$318K -$38.7K -112 -11%
28 29
30
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