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909 hedge funds and large institutions have $56.9B invested in Aon in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 291 increasing their positions, 347 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $425M | Put options by funds: $298M

19% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 86

7% more capital invested

Capital invested by funds: $53.1B → $56.9B (+$3.77B)

6% more funds holding in top 10

Funds holding in top 10: 3436 (+2)

0% more funds holding

Funds holding: 905909 (+4)

10.43% less ownership

Funds ownership: 98.84%88.41% (-10%)

16% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 347

Holders
909
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
15.91%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.63%
New
102
Increased
291
Reduced
347
Closed
86
Calls
$425M
Puts
$298M
Net Calls
+$126M
Net Calls Change
-$154M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
776
Mather Group
Illinois
$206K -$51K -190 -21%
JF
777
Jump Financial
Illinois
$206K -$44.6K -166 -19%
MCWS
778
McKinley Carter Wealth Services
West Virginia
$206K +$193K +720 New
WCAMG
779
Woodard & Company Asset Management Group
North Carolina
$206K +$193K +720 New
SW
780
SteelPeak Wealth
California
$206K +$194K +721 New
KP
781
Keel Point
Alabama
$206K +$194K +722 New
CC
782
Courier Capital
New York
$204K -$205K -762 -52%
CFA
783
Carroll Financial Associates
North Carolina
$204K -$38.7K -144 -17%
PCA
784
Personal Capital Advisors
California
$201K +$189K +705 New
DWA
785
Dougherty Wealth Advisers
Minnesota
$188K
ST
786
Smithfield Trust
Pennsylvania
$176K
MCM
787
Manchester Capital Management
Vermont
$175K -$9.67K -36 -6%
GWMIA
788
Global Wealth Management Investment Advisory
Florida
$173K
TWA
789
TCI Wealth Advisors
Arizona
$166K -$1.61K -6 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
790
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$164K +$34.4K +128 +29%
DMBA
791
Deseret Mutual Benefit Administrators
Utah
$156K +$18K +67 +14%
CWA
792
Carolina Wealth Advisors
South Carolina
$152K
MAM
793
Magellan Asset Management
Australia
$152K
EI
794
Ellevest Inc
New York
$151K -$1.88K -7 -1%
TAIM
795
TD Ameritrade Investment Management
Nebraska
$150K -$162K -603 -45%
AA
796
Addison Advisors
Vermont
$143K
GWM
797
Geneos Wealth Management
Colorado
$141K
WPA
798
West Paces Advisors
Georgia
$137K
CCM
799
Covington Capital Management
California
$137K -$96.4K -359 -43%
FHA
800
First Horizon Advisors
Tennessee
$130K +$36.8K +137 +43%

AON Hedge Fund Activity: Q3 2021 in Review

909 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2021, worth a combined $56.9B — up 7.1% from $53.1B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new AON positions and 86 closed out — a net gain of 16 holders — while 291 added to existing stakes and 347 trimmed.

The largest buyer was Capital World Investors, adding an estimated $334M. The largest seller was Viking Global Investors, exiting entirely with an estimated $693M sold.

  • 909 institutional investors held Aon (AON) as of Q3 2021, up from 905 in Q2 2021.
  • Funds reported $56.9B of Aon stock for Q3 2021, up 7.1% quarter-over-quarter.
  • 102 funds opened new Aon positions in Q3 2021 and 86 closed out, a net change of +16 holders.
  • The largest Aon buyer in Q3 2021 was Capital World Investors, an estimated $334M added.
  • The largest Aon seller in Q3 2021 was Viking Global Investors, an estimated $693M sold.

Based on aggregated 13F filings for Q3 2021.