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
Name Holding Trade Value Shares
Change
Shares
Change %
MSR
776
Main Street Research
Connecticut
$297K -$18.9M -65,113 -98%
MFA
777
Mayflower Financial Advisors
Massachusetts
$295K +$4.07K +14 +1%
LFA
778
Legacy Financial Advisors
Kentucky
$295K -$39.3K -135 -12%
APG
779
Abacus Planning Group
South Carolina
$294K -$6.4K -22 -2%
OIA
780
Optimum Investment Advisors
Illinois
$291K
VBCG
781
Valley Brook Capital Group
Pennsylvania
$291K
FNBOO
782
First National Bank of Omaha
Nebraska
$291K -$29.1K -100 -9%
CC
783
Cannell & Co
New York
$290K -$153K -525 -34%
SI
784
Symmetry Investments
Jersey
$286K +$286K +984 New
EFS
785
Essex Financial Services
Connecticut
$286K +$12.5K +43 +5%
PCP
786
Proficio Capital Partners
Massachusetts
$284K -$8.44K -29 -3%
SWK
787
Stephen W. Kidder
$284K
FMLI
788
Fukoku Mutual Life Insurance
Japan
$283K
SMC
789
Smith, Moore & Co
Missouri
$282K
VSQM
790
V-Square Quantitative Management
Illinois
$281K
CPSAC
791
Chas P. Smith & Associates (CPS)
Florida
$281K -$10.2K -35 -4%
GCIM
792
Gunn & Company Investment Management
Florida
$281K +$281K +965 New
EFA
793
Evernest Financial Advisors
Indiana
$279K +$279K +960 New
EWA
794
EverSource Wealth Advisors
Alabama
$279K +$14.6K +50 +6%
BAM
795
Belpointe Asset Management
Nevada
$278K +$21K +72 +8%
FNBOH
796
First National Bank of Hutchinson
Kansas
$272K -$98.9K -340 -27%
ADL
797
Asset Dedication LLC
California
$271K
ST
798
Sabal Trust
Florida
$268K -$7.57K -26 -3%
PTB
799
Pioneer Trust Bank
Oregon
$267K
MCM
800
Mainstay Capital Management
Michigan
$266K