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Aon
AON

Overview Fund Activity

1,054 hedge funds and large institutions have $51.5B invested in Aon in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 339 increasing their positions, 400 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+17
Holders Change %
+1.64%
% of All Funds
15.45%
Holding in Top 10
26
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-29.73%
% of All Funds
0.38%
New
121
Increased
339
Reduced
400
Closed
88
Calls
$173M
Puts
$221M
Net Calls
-$48.2M
Net Calls Change
+$18.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.93B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$183M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$165M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$128M
5
Norges Bank
Norges Bank
Norway
+$121M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$354M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$331M
3
FCM
Farallon Capital Management
California
-$216M
4
Lazard Asset Management
Lazard Asset Management
New York
-$192M
5
Boston Partners
Boston Partners
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPF
751
Norris Perne & French
Michigan
$332K – – –
BL
752
BFSG LLC
California
$331K – – –
OBGC
753
O'Brien Greene & Co
Pennsylvania
$330K – – –
GCM
754
Gladius Capital Management
Illinois
$329K -$39.9K -137 -11%
AC
755
Annandale Capital
Texas
$327K -$30.6K -105 -9%
WWC
756
Waypoint Wealth Counsel
Georgia
$325K -$1.16K -4 -0.4%
WCG
757
Weaver Consulting Group
California
$325K – – –
BHC
758
Bowen Hanes & Co
Florida
$323K – – –
PRC
759
Pearl River Capital
Michigan
$318K -$1.39M -4,779 -81%
CFP
760
Catalyst Financial Partners
Massachusetts
$314K +$13.7K +47 +5%
EL
761
Essex LLC
Illinois
$314K +$110K +379 +54%
FFM
762
Forum Financial Management
Illinois
$310K +$2.04K +7 +0.7%
AAS
763
Ameritas Advisory Services
Nebraska
$308K +$308K +1,019 New
IWM
764
IHT Wealth Management
Illinois
$308K -$16.9K -58 -5%
EI
765
Ellevest Inc
New York
$307K -$10.2K -35 -3%
HWA
766
Heritage Wealth Advisors
Virginia
$306K – – –
LA
767
LVW Advisors
New York
$304K +$3.78K +13 +1%
TCOO
768
Trust Company of Oklahoma
Oklahoma
$303K +$19.2K +66 +7%
MLFP
769
MPS Loria Financial Planners
Illinois
$300K – – –
WP
770
WMS Partners
Maryland
$299K -$238K -818 -44%
BRWA
771
B. Riley Wealth Advisors
Florida
$299K -$170K -583 -36%
KFP
772
KMG Fiduciary Partners
Ohio
$298K -$1.16K -4 -0.4%
CAMG
773
CWA Asset Management Group
Florida
$298K +$12.2K +42 +4%
I
774
InceptionR
California
$298K +$298K +1,024 New
JWCA
775
J.W. Coons Advisors
Ohio
$297K – – –
29 30
31
32 33