1,054 hedge funds and large institutions have $51.5B invested in Aon in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 339 increasing their positions, 400 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+17
Holders Change %
+1.64%
% of All Funds
15.45%
Holding in Top 10
26
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-29.73%
% of All Funds
0.38%
New
121
Increased
339
Reduced
400
Closed
88
Calls
$173M
Puts
$221M
Net Calls
-$48.2M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
801
J.W. Cole Advisors
Florida
$264K +$18.3K +63 +7%
CCA
802
Cobblestone Capital Advisors
New York
$263K
AGC
803
Aspen Grove Capital
Colorado
$263K -$4.65K -16 -2%
MC
804
Maverick Capital
Texas
$263K +$263K +904 New
WIA
805
Westbourne Investment Advisors
Maryland
$262K
PAM
806
Paradigm Asset Management
New York
$262K
PIM
807
Penobscot Investment Management
Massachusetts
$262K +$14.6K +50 +6%
HH
808
Hilltop Holdings
Texas
$261K -$3.78K -13 -1%
FNBT
809
FineMark National Bank & Trust
Florida
$261K +$873 +3 +0.3%
PNC
810
Park National Corp
Ohio
$259K
RPGK
811
Retirement Planning Group (Kansas)
Kansas
$259K +$873 +3 +0.3%
AC
812
Allstate Corporation
Illinois
$257K -$22.4K -77 -8%
GWMR
813
GC Wealth Management RIA
Massachusetts
$257K +$257K +882 New
SGAM
814
Smith Group Asset Management
Texas
$257K +$257K +882 New
CTC
815
Central Trust Company
Missouri
$256K -$2.62K -9 -1%
TPWA
816
TRUE Private Wealth Advisors
Oregon
$255K
TIMH
817
Tilt Investment Management Holdings
New York
$254K +$254K +874 New
GA
818
Greenspring Advisors
Maryland
$253K
EB
819
Exchange Bank
California
$253K
HW
820
Hancock Whitney
Mississippi
$253K -$43.7K -150 -15%
PS
821
Principal Securities
Iowa
$253K +$253K +868 New
Fayez Sarofim & Co
822
Fayez Sarofim & Co
Texas
$252K -$214K -684 -46%
WA
823
Wealthstream Advisors
New York
$251K +$59.7K +205 +31%
KBFS
824
Kohmann Bosshard Financial Services
Ohio
$250K
NA
825
Navellier & Associates
Nevada
$249K