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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
776
Berman Capital Advisors
Georgia
$161K +$15.8K +72 +11%
GWM
777
Geneos Wealth Management
Colorado
$156K
TAIM
778
TD Ameritrade Investment Management
Nebraska
$155K
SBSB
779
Sullivan, Bruyette, Speros & Blaney
Virginia
$154K -$137K -623 -48%
DWA
780
Dougherty Wealth Advisers
Minnesota
$152K
SWM
781
Spire Wealth Management
Virginia
$145K +$139K +630 New
ST
782
Smithfield Trust
Pennsylvania
$144K -$3.96K -18 -3%
S
783
SignatureFD
Georgia
$142K +$16.1K +73 +13%
CA
784
Clearstead Advisors
Ohio
$140K
GWMIA
785
Global Wealth Management Investment Advisory
Florida
$140K
TWA
786
TCI Wealth Advisors
Arizona
$139K +$6.82K +31 +5%
EI
787
Ellevest Inc
New York
$135K -$24K -109 -16%
MCM
788
Manchester Capital Management
Vermont
$133K
PCM
789
Penserra Capital Management
California
$132K +$20.5K +93 +19%
PCIA
790
Prime Capital Investment Advisors
Kansas
$131K -$11.4K -52 -8%
CSPAM
791
Cary Street Partners Asset Management
Virginia
$128K +$856K +3,888 +9%
CWA
792
Carolina Wealth Advisors
South Carolina
$122K
SOW
793
State of Wyoming
Wyoming
$113K +$108K +491 New
WPA
794
West Paces Advisors
Georgia
$111K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
795
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$109K -$1.32K -6 -1%
HR
796
Howe & Rusling
New York
$101K -$6.6K -30 -6%
BFC
797
Bedel Financial Consulting
Indiana
$96K
CTC
798
Central Trust Company
Missouri
$92K -$8.8K -40 -9%
WAP
799
Wealthcare Advisory Partners
Pennsylvania
$88K +$84.5K +384 New
WTC
800
WhitTier Trust Company
Nevada
$82K -$38.5K -175 -33%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.