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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
751
Nomura Holdings
Japan
$213K -$4.37M -19,861 -96%
TNB
752
TCF National Bank
South Dakota
$213K +$204K +926 New
CBFP
753
Cedar Brook Financial Partners
Ohio
$212K -$7.7K -35 -4%
NIM
754
NuWave Investment Management
New Jersey
$212K +$197K +894 +3,438%
MCM
755
Mainstay Capital Management
Michigan
$211K +$201K +915 New
ECG
756
Edge Capital Group
Georgia
$211K +$202K +916 New
RHBC
757
R.H. Bluestein & Co
Michigan
$211K +$202K +916 New
PTB
758
Pioneer Trust Bank
Oregon
$211K +$202K +919 New
RCM
759
Radnor Capital Management
Pennsylvania
$211K +$202K +919 New
MG
760
Mather Group
Illinois
$210K -$11.7K -53 -5%
TI
761
tru Independence
Oregon
$209K +$7.92K +36 +4%
KPWS
762
Kestra Private Wealth Services
Texas
$209K +$200K +907 New
SW
763
SVB Wealth
Massachusetts
$209K +$200K +910 New
HTHT
764
Hemenway Trust Hemenway Trust
New Hampshire
$207K +$198K +900 New
IIC
765
Integrated Investment Consultants
Michigan
$206K +$197K +895 New
AAM
766
Advisors Asset Management
Colorado
$205K -$46.9K -213 -19%
TPWA
767
TRUE Private Wealth Advisors
Oregon
$205K +$34.3K +156 +21%
LJAC
768
L.J. Altfest & Co
New York
$201K +$192K +874 New
MAM
769
Magellan Asset Management
Australia
$197K -$38.5K -175 -17%
CFA
770
Carroll Financial Associates
North Carolina
$197K -$9.03K -41 -5%
CFFP
771
Center for Financial Planning
Michigan
$196K -$188K -853 -50%
WAM
772
Wolverine Asset Management
Illinois
$191K +$89.2K +405 +95%
KFP
773
KB Financial Partners
New Jersey
$179K +$171K +779 New
NCM
774
New Capital Management
Texas
$171K
CCM
775
Covington Capital Management
California
$162K +$881 +4 +0.6%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.