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1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
726
SYM Financial Corp
Indiana
$405K +$82.1K +248 +25%
CBNLCF
727
Cognios Beta Neutral Large Cap Fund
Kansas
$403K +$412K +1,244 New
LCWP
728
Legacy Capital Wealth Partners
Arkansas
$403K +$121K +365 +42%
KPWS
729
Kestra Private Wealth Services
Texas
$400K +$409K +1,235 New
BS
730
Bessemer Securities
New York
$400K -$278K -839 -40%
AC
731
Annandale Capital
Texas
$398K
JWA
732
JFS Wealth Advisors
Pennsylvania
$392K
BCM
733
Brookstone Capital Management
Illinois
$390K +$10.6K +32 +3%
HA
734
HC Advisors
Georgia
$389K
PCIA
735
Prime Capital Investment Advisors
Kansas
$387K -$1.65K -5 -0.4%
SIM
736
Sentry Investment Management
Wisconsin
$380K -$94K -284 -20%
SMA
737
Sage Mountain Advisors
Georgia
$380K +$26.5K +80 +7%
ACP
738
Arcus Capital Partners
Georgia
$380K +$10.3K +31 +3%
MCM
739
Mattern Capital Management
Colorado
$379K
AI
740
AdvisorShares Investments
Maryland
$376K -$8.6K -26 -2%
DIM
741
Delta Investment Management
California
$376K +$64.8K +196 +20%
WFA
742
Wellspring Financial Advisors
Ohio
$374K +$107K +324 +39%
LFA
743
Legacy Financial Advisors
Kentucky
$372K +$25.1K +76 +7%
OPPS
744
Obsidian Personal Planning Solutions
Maryland
$371K +$28.8K +87 +8%
NPF
745
Norris Perne & French
Michigan
$370K +$23.2K +70 +7%
BL
746
BFSG LLC
California
$369K
GFP
747
Gryphon Financial Partners
Ohio
$369K -$43.3K -131 -10%
OBGC
748
O'Brien Greene & Co
Pennsylvania
$368K
WWC
749
Waypoint Wealth Counsel
Georgia
$363K -$53.6K -162 -13%
WCG
750
Weaver Consulting Group
California
$362K

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.