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803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751803 (+52)

2.73% more ownership

Funds ownership: 92.49%95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
751
Baystate Wealth Management
Massachusetts
$21K +$20K +100 New
EP
752
Eudaimonia Partners
Tennessee
$20K +$19.4K +97 New
SWA
753
Sutton Wealth Advisors
Florida
$19.6K
CFO
754
CVA Family Office
Colorado
$19K +$18K +90 New
FFA
755
Founders Financial Alliance
North Carolina
$18K +$17K +85 New
CFD
756
Creative Financial Designs
Indiana
$17K +$6.99K +35 +76%
BWA
757
Burt Wealth Advisors
Maryland
$13K -$1.2K -6 -9%
TCOV
758
Trust Company of Vermont
Vermont
$13K
PFGIA
759
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$11K +55 +611%
SGAM
760
Smith Group Asset Management
Texas
$12K -$599 -3 -5%
TF
761
Tompkins Financial
New York
$12K
CWC
762
Carolinas Wealth Consulting
North Carolina
$11K
SIM
763
Sonora Investment Management
Arizona
$11K
HF
764
Halpern Financial
Virginia
$10.9K
SXL
765
Summit X LLC
Missouri
$10.1K +$66.9K +335 +15%
AF
766
Advisornet Financial
Minnesota
$10K -$7.39K -37 -42%
AF
767
Allworth Financial
California
$10K
SFG
768
Sowa Financial Group
Rhode Island
$10K +$9.98K +50 New
AWA
769
Arkadios Wealth Advisors
Georgia
$9.25K +$3.99K +20 +87%
WCG
770
Weaver Consulting Group
California
$9K
BWP
771
Baldwin Wealth Partners
Massachusetts
$9K +$8.79K +44 New
VNA
772
Valley National Advisers
Pennsylvania
$8K
CA
773
Crewe Advisors
Utah
$8K +$7.79K +39 New
PFWA
774
Paces Ferry Wealth Advisors
Georgia
$8K +$7.99K +40 New
MPWT
775
MassMutual Private Wealth & Trust
Connecticut
$7K -$1.4K -7 -18%