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Aon
AON

Overview Fund Activity

1,037 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 359 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
16.53%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
359
Reduced
376
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$171M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$140M
3
UIM
USS Investment Management
United Kingdom
+$78.7M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$74.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$72.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$518M
2
BlackRock
BlackRock
New York
-$202M
3
First Trust Advisors
First Trust Advisors
Illinois
-$167M
4
Invesco
Invesco
Georgia
-$137M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
801
Central Trust Company
Missouri
$289K +$36.3K +112 +14%
RPGK
802
Retirement Planning Group (Kansas)
Kansas
$287K – – –
DCM
803
Donaldson Capital Management
Indiana
$287K -$18.2K -56 -6%
BAM
804
Belpointe Asset Management
Nevada
$287K +$287K +884 New
TPWA
805
TRUE Private Wealth Advisors
Oregon
$284K +$2.6K +8 +0.9%
CBFP
806
Cedar Brook Financial Partners
Ohio
$284K +$16.5K +51 +6%
EFG
807
Everhart Financial Group
Ohio
$284K +$22.7K +70 +9%
AFP
808
Ausdal Financial Partners
Iowa
$283K +$34.7K +107 +14%
GA
809
Greenspring Advisors
Maryland
$282K – – –
EB
810
Exchange Bank
California
$282K – – –
KBFS
811
Kohmann Bosshard Financial Services
Ohio
$279K – – –
OC
812
Oppenheimer & Co
New York
$278K -$20.1K -62 -7%
NA
813
Navellier & Associates
Nevada
$277K +$277K +855 New
CFFP
814
Center for Financial Planning
Michigan
$277K – – –
WF
815
Welch & Forbes
Massachusetts
$277K +$13K +40 +5%
FC
816
Forte Capital
New York
$276K – – –
HTHT
817
Hemenway Trust Hemenway Trust
New Hampshire
$276K – – –
PIM
818
Penobscot Investment Management
Massachusetts
$276K +$276K +850 New
JWCA
819
J.W. Cole Advisors
Florida
$273K -$2.92K -9 -1%
MAM
820
McLean Asset Management
Virginia
$273K – – –
PP
821
PDS Planning
Ohio
$273K +$8.11K +25 +3%
AWA
822
Amplius Wealth Advisors
Pennsylvania
$272K -$88.8K -274 -25%
IAA
823
Independent Advisor Alliance
North Carolina
$271K +$14.9K +46 +6%
KIA
824
KCM Investment Advisors
California
$268K -$486K -1,500 -64%
FW
825
FirstPurpose Wealth
Utah
$266K +$6.48K +20 +3%
31 32
33
34 35