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Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
801
Empirical Wealth Management
Washington
$268K -$213K -617 -44%
MCCA
802
Mill Creek Capital Advisors
Pennsylvania
$267K +$267K +773 New
HT
803
Heritage Trust
Oklahoma
$265K +$265K +769 New
AFP
804
Ausdal Financial Partners
Iowa
$264K -$188K -545 -42%
PC
805
Port Capital
Illinois
$264K +$264K +765 New
HCM
806
Hollencrest Capital Management
California
$261K -$22.8K -66 -8%
PI
807
Putnam Investments
Massachusetts
$259K – – –
CW
808
Channel Wealth
California
$256K -$1.73K -5 -0.7%
VWM
809
Valley Wealth Managers
New Jersey
$256K -$1.73K -5 -0.7%
Twin Tree Management
810
Twin Tree Management
Texas
$254K -$3.75M -10,873 -94%
TNA
811
True North Advisors
Texas
$251K – – –
NP
812
NorthRock Partners
Minnesota
$250K -$49K -142 -16%
ECM
813
Evergreen Capital Management
Washington
$248K +$10K +29 +4%
CWG
814
Cornerstone Wealth Group
North Carolina
$245K – – –
RWA
815
River Wealth Advisors
Pennsylvania
$243K – – –
HI
816
Hendershot Investments
Virginia
$242K – – –
MCM
817
Marathon Capital Management
Maryland
$242K – – –
EL
818
Essex LLC
Illinois
$241K -$26.9K -78 -10%
KP
819
Keel Point
Alabama
$240K +$8.29K +24 +4%
Empower Advisory Group
820
Empower Advisory Group
Colorado
$239K +$3.8K +11 +2%
FNBT
821
FineMark National Bank & Trust
Florida
$239K -$14.2K -41 -6%
SB
822
Simmons Bank
Arkansas
$237K – – –
NC
823
NovaPoint Capital
Georgia
$237K – – –
CG
824
Clifford Group
Massachusetts
$236K – – –
CPRC
825
Consolidated Portfolio Review Corp
New York
$234K -$43.5K -126 -16%
31 32
33
34 35