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Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
751
Sabal Trust
Florida
$318K +$318K +920 New
PTB
752
Pioneer Trust Bank
Oregon
$317K – – –
OC
753
Oppenheimer & Co
New York
$317K +$5.87K +17 +2%
EWA
754
EverSource Wealth Advisors
Alabama
$316K -$21K -61 -6%
MCM
755
Mainstay Capital Management
Michigan
$316K – – –
PNC
756
Park National Corp
Ohio
$315K -$12.1K -35 -4%
ADL
757
Asset Dedication LLC
California
$313K +$41.3K +120 +15%
CT
758
Coastline Trust
Rhode Island
$312K – – –
CCA
759
Cobblestone Capital Advisors
New York
$312K +$75.9K +220 +32%
WIA
760
Westbourne Investment Advisors
Maryland
$311K – – –
PAM
761
Paradigm Asset Management
New York
$311K +$311K +900 New
RPGK
762
Retirement Planning Group (Kansas)
Kansas
$306K – – –
HH
763
Hilltop Holdings
Texas
$304K -$172K -497 -36%
LCWP
764
Legacy Capital Wealth Partners
Arkansas
$303K -$127K -367 -29%
VVP
765
Venture Visionary Partners
Ohio
$302K +$11.7K +34 +4%
GA
766
Greenspring Advisors
Maryland
$300K -$141K -408 -32%
EB
767
Exchange Bank
California
$300K +$300K +869 New
IWM
768
IHT Wealth Management
Illinois
$300K -$52.8K -153 -15%
TPWA
769
TRUE Private Wealth Advisors
Oregon
$300K – – –
KBFS
770
Kohmann Bosshard Financial Services
Ohio
$297K – – –
LA
771
LVW Advisors
New York
$295K -$247K -715 -46%
CFFP
772
Center for Financial Planning
Michigan
$294K – – –
JWCA
773
J.W. Cole Advisors
Florida
$294K -$14.5K -42 -5%
FC
774
Forte Capital
New York
$294K +$1.38K +4 +0.5%
HTHT
775
Hemenway Trust Hemenway Trust
New Hampshire
$293K – – –
29 30
31
32 33