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Aon
AON

Overview Fund Activity

1,002 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 337 increasing their positions, 399 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.04%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
337
Reduced
399
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.06B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$721M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$265M
4
SGA
Sustainable Growth Advisers
Connecticut
+$167M
5
Boston Partners
Boston Partners
Massachusetts
+$155M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$256M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$244M
3
Lazard Asset Management
Lazard Asset Management
New York
-$188M
4
State Street
State Street
Massachusetts
-$140M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
776
Geller Advisors
New York
$285K +$38.5K +122 +16%
OC
777
Oppenheimer & Co
New York
$284K +$48.2K +153 +20%
WIA
778
Westbourne Investment Advisors
Maryland
$284K – – –
LI
779
LMCG Investments
Massachusetts
$283K – – –
JWCA
780
J.W. Cole Advisors
Florida
$282K +$23.3K +74 +9%
RPGK
781
Retirement Planning Group (Kansas)
Kansas
$279K – – –
CG
782
Colony Group
Massachusetts
$275K -$1.12M -3,558 -80%
TPWA
783
TRUE Private Wealth Advisors
Oregon
$274K – – –
NP
784
NorthRock Partners
Minnesota
$273K -$68.1K -216 -20%
KBFS
785
Kohmann Bosshard Financial Services
Ohio
$271K – – –
CFFP
786
Center for Financial Planning
Michigan
$269K – – –
HTHT
787
Hemenway Trust Hemenway Trust
New Hampshire
$268K – – –
Parallax Volatility Advisers
788
Parallax Volatility Advisers
California
$267K -$1.83M -5,797 -87%
FC
789
Forte Capital
New York
$267K – – –
SWM
790
Spire Wealth Management
Virginia
$266K +$172K +546 +184%
MAM
791
McLean Asset Management
Virginia
$266K -$16.1K -51 -6%
SG
792
Stonnington Group
California
$265K – – –
VVP
793
Venture Visionary Partners
Ohio
$265K +$9.46K +30 +4%
PCIA
794
Prime Capital Investment Advisors
Kansas
$263K +$263K +833 New
CWM
795
Congress Wealth Management
Massachusetts
$263K -$6.31K -20 -2%
CFP
796
Catalyst Financial Partners
Massachusetts
$262K -$13.6K -43 -5%
CPIG
797
Chicago Partners Investment Group
Illinois
$262K -$28.9K -87 -10%
WFA
798
Wellspring Financial Advisors
Ohio
$261K +$261K +829 New
CBFP
799
Cedar Brook Financial Partners
Ohio
$261K +$315 +1 +0.1%
HCM
800
Hollencrest Capital Management
California
$259K +$180K +571 +227%
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