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857 hedge funds and large institutions have $47B invested in Aon in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 304 increasing their positions, 288 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 52

126% more call options, than puts

Call options by funds: $179M | Put options by funds: $79.2M

7% more funds holding

Funds holding: 803857 (+54)

2.25% more ownership

Funds ownership: 95.22%97.47% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 288

3% more capital invested

Capital invested by funds: $45.5B → $47B (+$1.5B)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

Holders
857
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
15.17%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.5%
New
119
Increased
304
Reduced
288
Closed
52
Calls
$179M
Puts
$79.2M
Net Calls
+$100M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
776
Next Financial Group
Texas
$42K +$8.98K +44 +28%
Jones Financial Companies
777
Jones Financial Companies
Missouri
$39K +$37.6K +184 New
CAAS
778
Capital Asset Advisory Services
Michigan
$38K +$36.3K +178 New
CWM
779
Curi Wealth Management
North Carolina
$38K +$37.6K +184 New
AIC
780
Archer Investment Corporation
Indiana
$37K
ME
781
McIlrath & Eck
Washington
$36K
SWA
782
SOA Wealth Advisors
New York
$36K +$32.7K +160 New
GAM
783
Gemmer Asset Management
California
$35K
ZB
784
Zions Bancorporation
Utah
$30K +$204 +1 +0.7%
HFM
785
Harvest Fund Management
China
$29K -$36.1K -177 -56%
LAS
786
Lloyd Advisory Services
Georgia
$29K
SWM
787
Sugarloaf Wealth Management
Georgia
$29K
EARNEST Partners
788
EARNEST Partners
Georgia
$28K
IAIM
789
International Assets Investment Management
Florida
$25K +$23.7K +116 New
FHC
790
First Horizon Corporation
Tennessee
$24K -$1.43K -7 -6%
TFM
791
TFC Financial Management
Massachusetts
$22K
PFO
792
Pathstone Family Office
New Jersey
$22K +$21K +103 +5,150%
VCG
793
Vantage Consulting Group
Virginia
$22K +$21.2K +104 New
SWA
794
Sutton Wealth Advisors
Florida
$21.1K +$1.02K +5 +5%
BWM
795
Baystate Wealth Management
Massachusetts
$21K
DKCM
796
Davidson Kempner Capital Management
New York
$21K
BII
797
Bainco International Investors
Massachusetts
$21K +$19.6K +96 New
EP
798
Eudaimonia Partners
Tennessee
$20K
TFO
799
Tarbox Family Office
California
$19K -$4.49K -22 -19%
TF
800
Tompkins Financial
New York
$18K +$5.72K +28 +50%