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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
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
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
751
Essex Financial Services
Connecticut
$323K
CAMG
752
CWA Asset Management Group
Florida
$322K +$9.74K +30 +3%
MOS
753
MGO One Seven
Ohio
$318K -$36.4K -112 -11%
ST
754
Sabal Trust
Florida
$318K +$299K +920 New
PTB
755
Pioneer Trust Bank
Oregon
$317K
OC
756
Oppenheimer & Co
New York
$317K +$5.52K +17 +2%
EWA
757
EverSource Wealth Advisors
Alabama
$316K -$19.8K -61 -6%
MCM
758
Mainstay Capital Management
Michigan
$316K
PNC
759
Park National Corp
Ohio
$315K -$11.4K -35 -4%
ADL
760
Asset Dedication LLC
California
$313K +$39K +120 +15%
CT
761
Coastline Trust
Rhode Island
$312K
CCA
762
Cobblestone Capital Advisors
New York
$312K +$71.4K +220 +32%
WIA
763
Westbourne Investment Advisors
Maryland
$311K
PAM
764
Paradigm Asset Management
New York
$311K +$292K +900 New
RPGK
765
Retirement Planning Group (Kansas)
Kansas
$306K
HH
766
Hilltop Holdings
Texas
$304K -$161K -497 -36%
LCWP
767
Legacy Capital Wealth Partners
Arkansas
$303K -$119K -367 -29%
VVP
768
Venture Visionary Partners
Ohio
$302K +$11K +34 +4%
GA
769
Greenspring Advisors
Maryland
$300K -$133K -408 -32%
EB
770
Exchange Bank
California
$300K +$282K +869 New
IWM
771
IHT Wealth Management
Illinois
$300K -$49.7K -153 -15%
TPWA
772
TRUE Private Wealth Advisors
Oregon
$300K
KBFS
773
Kohmann Bosshard Financial Services
Ohio
$297K
LA
774
LVW Advisors
New York
$295K -$232K -715 -46%
CFFP
775
Center for Financial Planning
Michigan
$294K

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.