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Aon
AON

Overview Fund Activity

1,037 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 359 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
16.53%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
359
Reduced
376
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$171M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$140M
3
UIM
USS Investment Management
United Kingdom
+$78.7M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$74.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$72.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$518M
2
BlackRock
BlackRock
New York
-$202M
3
First Trust Advisors
First Trust Advisors
Illinois
-$167M
4
Invesco
Invesco
Georgia
-$137M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
751
Apollon Wealth Management
South Carolina
$357K -$173K -535 -33%
FNBOO
752
First National Bank of Omaha
Nebraska
$356K -$117K -362 -25%
AR
753
Advisory Research
Illinois
$356K +$10.7K +33 +3%
EI
754
Ellevest Inc
New York
$353K -$9.4K -29 -3%
PA
755
Procyon Advisors
Connecticut
$352K +$352K +1,085 New
Group One Trading
756
Group One Trading
Illinois
$349K – – –
FFM
757
Forum Financial Management
Illinois
$343K – – –
HWA
758
Heritage Wealth Advisors
Virginia
$341K – – –
PWMG
759
Prestige Wealth Management Group
New Jersey
$339K +$177K +546 +109%
APG
760
Abacus Planning Group
South Carolina
$335K +$7.13K +22 +2%
LA
761
LVW Advisors
New York
$335K +$57.1K +176 +21%
CFP
762
Catalyst Financial Partners
Massachusetts
$335K +$16.5K +51 +5%
NP
763
NorthRock Partners
Minnesota
$335K +$100K +309 +43%
MLFP
764
MPS Loria Financial Planners
Illinois
$334K – – –
KFP
765
KMG Fiduciary Partners
Ohio
$334K – – –
JWCA
766
J.W. Coons Advisors
Ohio
$331K – – –
HW
767
Hancock Whitney
Mississippi
$330K -$2.92K -9 -0.9%
PCP
768
Proficio Capital Partners
Massachusetts
$327K +$19.1K +59 +6%
MFA
769
Mayflower Financial Advisors
Massachusetts
$324K -$21.1K -65 -6%
BC
770
Belmont Capital
California
$324K – – –
VBCG
771
Valley Brook Capital Group
Pennsylvania
$324K – – –
OIA
772
Optimum Investment Advisors
Illinois
$324K – – –
CPSAC
773
Chas P. Smith & Associates (CPS)
Florida
$324K – – –
MOS
774
MGO One Seven
Ohio
$320K +$21.4K +66 +7%
CAMG
775
CWA Asset Management Group
Florida
$319K +$16.2K +50 +5%
29 30
31
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