We are live on ! Find out more

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
WT
801
Washington Trust
Rhode Island
$81K -$440 -2 -0.6%
SL
802
Savior LLC
Massachusetts
$81K
SQA
803
Simon Quick Advisors
New Jersey
$78K +$220 +1 +0.3%
BC
804
Burleson & Co
California
$76K +$72.6K +330 New
HCP
805
Hexagon Capital Partners
Arkansas
$75K -$5.72K -26 -7%
VCM
806
Versant Capital Management
Arizona
$75K +$440 +2 +0.6%
PCG
807
Private Capital Group
Connecticut
$73K -$220 -1 -0.3%
FHA
808
First Horizon Advisors
Tennessee
$70K -$16.9K -77 -20%
CCA
809
Column Capital Advisors
Indiana
$67K -$59.4K -270 -48%
BG
810
Bollard Group
Massachusetts
$67K
BHWM
811
Bay Harbor Wealth Management
Maryland
$67K +$2.2K +10 +4%
NFG
812
Next Financial Group
Texas
$67K +$19.4K +88 +44%
CSPIA
813
Cary Street Partners Investment Advisory
Virginia
$64K +$61.6K +280 New
AssetMark Inc
814
AssetMark Inc
California
$63K -$6.28M -28,536 -99%
FMII
815
Farmers & Merchants Investments Inc
Nebraska
$63K
TFS
816
TrustCore Financial Services
Tennessee
$62K
LC
817
Lindbrook Capital
California
$61K +$1.32K +6 +2%
MA
818
Montag & Associates
Georgia
$58K
OC
819
Oakworth Capital
Alabama
$52K
GFPC
820
Global Financial Private Client
Florida
$51.5K
CH
821
Canton Hathaway
Rhode Island
$46K
HFM
822
Harvest Fund Management
China
$46K +$13.6K +62 +45%
GWSG
823
GPS Wealth Strategies Group
Colorado
$46K +$44K +200 New
IFAM
824
Institutional & Family Asset Management
Colorado
$41K +$39.6K +180 New
AIC
825
Archer Investment Corporation
Indiana
$40.3K

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.