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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 %
CS
801
Comerica Securities
Michigan
$258K +$85.8K +272 +50%
SFG
802
StrategIQ Financial Group
Indiana
$254K +$14.2K +45 +6%
CPRC
803
Consolidated Portfolio Review Corp
New York
$253K +$253K +804 New
ETH
804
Exos TFP Holdings
New York
$253K +$184K +585 +270%
CIS
805
Connors Investor Services
Pennsylvania
$252K -$63K -200 -20%
IA
806
Inspire Advisors
Idaho
$249K – – –
ADL
807
Asset Dedication LLC
California
$249K +$136K +430 +119%
CA
808
Clearstead Advisors
Ohio
$248K +$55.8K +177 +29%
FW
809
FirstPurpose Wealth
Utah
$243K -$51.4K -163 -17%
BSW
810
Buckingham Strategic Wealth
Missouri
$242K – – –
PI
811
Putnam Investments
Massachusetts
$236K +$7.25K +23 +3%
MWM
812
Maripau Wealth Management
Indiana
$236K +$315 +1 +0.1%
CW
813
Channel Wealth
California
$236K +$236K +748 New
VWM
814
Valley Wealth Managers
New Jersey
$235K -$13.6K -43 -5%
GVAG
815
Great Valley Advisor Group
Delaware
$235K +$235K +743 New
NCM
816
New Capital Management
Texas
$234K – – –
EL
817
Essex LLC
Illinois
$233K – – –
LCM
818
Laurion Capital Management
New York
$233K +$233K +739 New
FNBT
819
FineMark National Bank & Trust
Florida
$231K +$231K +734 New
EFG
820
Everhart Financial Group
Ohio
$230K +$230K +729 New
TNA
821
True North Advisors
Texas
$229K +$229K +727 New
WCAMG
822
Woodard & Company Asset Management Group
North Carolina
$227K – – –
CWG
823
Cornerstone Wealth Group
North Carolina
$224K +$4.42K +14 +2%
AWA
824
Amplius Wealth Advisors
Pennsylvania
$223K +$223K +707 New
RWA
825
River Wealth Advisors
Pennsylvania
$222K -$13.2K -42 -6%
31 32
33
34 35