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698 hedge funds and large institutions have $35.1B invested in Aon in 2019 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 251 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $29.7B → $35.1B (+$5.45B)

16% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 73

1% more funds holding

Funds holding: 688698 (+10)

5% more call options, than puts

Call options by funds: $56M | Put options by funds: $53.5M

0.77% more ownership

Funds ownership: 85.01%85.78% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 251

Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
15.11%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.63%
New
85
Increased
243
Reduced
251
Closed
73
Calls
$56M
Puts
$53.5M
Net Calls
+$2.45M
Net Calls Change
-$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
751
Meridian Wealth Advisors
Texas
-$87K -600 Closed
EAM
752
Exane Asset Management
France
-$77.5K -533 Closed
AIC
753
Ameritas Investment Company
Nebraska
-$61K -420 Closed
WANY
754
Wealthspire Advisors (New York)
New York
-$31K -215 Closed
CA
755
Claro Advisors
Massachusetts
-$32K -210 Closed
JA
756
JOYN Advisors
Georgia
-$29K -197 Closed
NFG
757
Next Financial Group
Texas
-$27K -184 Closed
AS
758
Altshuler Shaham
Israel
-$25K -173 Closed
WCM
759
WealthBridge Capital Management
Ohio
-$18K -125 Closed
BBA
760
Braun-Bostich & Associates
Pennsylvania
-$18K -124 Closed
CC
761
Claybrook Capital
Massachusetts
-$11K -74 Closed
WDL
762
Well Done LLC
Michigan
-$11K -74 Closed
FTI
763
Fiduciary Trust International
Massachusetts
-$10K -68 Closed
RCG
764
Ruggie Capital Group
Florida
-$8K -55 Closed
DWM
765
Doyle Wealth Management
Florida
-$5K -35 Closed
BOPW
766
Brandywine Oak Private Wealth
Pennsylvania
-$3K -27 Closed
PWMG
767
Prestige Wealth Management Group
New Jersey
-$3K -20 Closed
HT
768
Heritage Trust
Oklahoma
-$2K -15 Closed
JFGIW
769
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1K -8 Closed
EWM
770
Executive Wealth Management
Michigan
-$1K -6 Closed
CFA
771
Camarda Financial Advisors
Florida
+$324 +2 New

AON Hedge Fund Activity: Q1 2019 in Review

698 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2019, worth a combined $35.1B — up 18% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AON positions and 73 closed out — a net gain of 12 holders — while 243 added to existing stakes and 251 trimmed.

The largest buyer was Capital International Investors, adding an estimated $301M. The largest seller was Artisan Partners, cutting an estimated $430M.

  • 698 institutional investors held Aon (AON) as of Q1 2019, up from 688 in Q4 2018.
  • Funds reported $35.1B of Aon stock for Q1 2019, up 18% quarter-over-quarter.
  • 85 funds opened new Aon positions in Q1 2019 and 73 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q1 2019 was Capital International Investors, an estimated $301M added.
  • The largest Aon seller in Q1 2019 was Artisan Partners, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2019.