We are live on ! Find out more

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
AWA
801
Arkadios Wealth Advisors
Georgia
$17K +$7.76K +38 +88%
CL
802
COWA LLC
Oklahoma
$17K +$16.5K +81 New
AIG
803
American International Group
New York
$17K -$515K -2,522 -3%
IPW
804
IronBridge Private Wealth
Texas
$15K +$14.1K +69 New
BWA
805
Burt Wealth Advisors
Maryland
$14K
PFGIA
806
Patriot Financial Group Insurance Agency
Massachusetts
$14K
AWG
807
Altus Wealth Group
Colorado
$14K +$13.5K +66 New
CIA
808
CSat Investment Advisory
Michigan
$13K -$182K -891 -93%
TCOV
809
Trust Company of Vermont
Vermont
$13K
WEC
810
Winslow Evans & Crocker
Massachusetts
$13K +$12.5K +61 New
PWMG
811
Prestige Wealth Management Group
New Jersey
$12K -$45.7K -224 -79%
CFD
812
Creative Financial Designs
Indiana
$11K -$6.33K -31 -38%
CWC
813
Carolinas Wealth Consulting
North Carolina
$11K -$1.02K -5 -9%
AF
814
Allworth Financial
California
$11K
SIM
815
Sonora Investment Management
Arizona
$11K
SFG
816
Sowa Financial Group
Rhode Island
$11K
SSB
817
Sandy Spring Bank
Maryland
$11K +$10.2K +50 New
ICP
818
Interchange Capital Partners
Pennsylvania
$10K +$10.6K +52 New
BWP
819
Baldwin Wealth Partners
Massachusetts
$9K
JFA
820
JNBA Financial Advisors
Minnesota
$9K +$8.98K +44 New
VNA
821
Valley National Advisers
Pennsylvania
$8K
CFN
822
Cordasco Financial Network
Florida
$7K
EWA
823
Evolution Wealth Advisors
Florida
$7K
TIM
824
Tortoise Investment Management
New York
$7K
M
825
MOTCO
Texas
$7K +$1.43K +7 +29%