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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
751
SYM Financial Corp
Indiana
$315K
VBCG
752
Valley Brook Capital Group
Pennsylvania
$315K
CPSAC
753
Chas P. Smith & Associates (CPS)
Florida
$315K
WF
754
Welch & Forbes
Massachusetts
$313K
EF
755
Empowered Funds
Pennsylvania
$309K +$303K +979 New
EWA
756
EverSource Wealth Advisors
Alabama
$309K
SWK
757
Stephen W. Kidder
$307K
FMLI
758
Fukoku Mutual Life Insurance
Japan
$307K -$91.6K -296 -23%
BC
759
Brookfield Corp
Ontario, Canada
$307K +$301K +974 New
SMC
760
Smith, Moore & Co
Missouri
$305K
DIM
761
Delta Investment Management
California
$304K -$64.7K -209 -18%
CA
762
Cornerstone Advisory
Maryland
$303K +$2.17K +7 +0.7%
MFA
763
Mayflower Financial Advisors
Massachusetts
$303K +$6.19K +20 +2%
AC
764
Allstate Corporation
Illinois
$303K -$2.28M -7,378 -88%
DMBA
765
Deseret Mutual Benefit Administrators
Utah
$302K +$102K +330 +52%
ACA
766
Atlas Capital Advisors
Wyoming
$301K
FRM
767
Fox Run Management
Connecticut
$301K +$296K +956 New
JHCP
768
Jackson Hole Capital Partners
Oklahoma
$300K +$295K +953 New
HT
769
HighTower Trust
Texas
$300K
PNC
770
Park National Corp
Ohio
$299K
PCP
771
Proficio Capital Partners
Massachusetts
$296K +$3.1K +10 +1%
CTC
772
Central Trust Company
Missouri
$296K
EFS
773
Essex Financial Services
Connecticut
$295K -$2.17K -7 -0.7%
AWA
774
Arete Wealth Advisors
Illinois
$295K -$1.86K -6 -0.6%
PTB
775
Pioneer Trust Bank
Oregon
$290K

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.