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857 hedge funds and large institutions have $47B invested in Aon in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 304 increasing their positions, 288 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 52

126% more call options, than puts

Call options by funds: $179M | Put options by funds: $79.2M

7% more funds holding

Funds holding: 803857 (+54)

2.25% more ownership

Funds ownership: 95.22%97.47% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 288

3% more capital invested

Capital invested by funds: $45.5B → $47B (+$1.5B)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

Holders
857
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
15.17%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.5%
New
119
Increased
304
Reduced
288
Closed
52
Calls
$179M
Puts
$79.2M
Net Calls
+$100M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
826
Smith Group Asset Management
Texas
$6K -$5.51K -27 -48%
MF
827
Manchester Financial
California
$6K
BWA
828
BDO Wealth Advisors
Florida
$5K
EW
829
Evoke Wealth
California
$5K
NIM
830
NuWave Investment Management
New Jersey
$5K +$817 +4 +18%
JWM
831
Janiczek Wealth Management
Colorado
$5K +$2.04K +10 +67%
WWM
832
Wolff Wiese Magana
California
$5K +$4.49K +22 New
LWA
833
Lenox Wealth Advisors
New York
$5K +$4.9K +24 New
RWA
834
Ropes Wealth Advisors
Massachusetts
$5K +$4.9K +24 New
GEA
835
Glen Eagle Advisors
New Jersey
$4.44K
BAM
836
Bellevue Asset Management
Washington
$4K -$204 -1 -5%
HWM
837
HighMark Wealth Management
Minnesota
$4K
AFG
838
Albion Financial Group
Utah
$4K +$3.47K +17 New
LWCFA
839
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$3.67K +18 New
TIAM2
840
Tru Independence Asset Management 2
Oregon
$4K +$3.88K +19 New
ACM
841
AUA Capital Management
Pennsylvania
$3K
BWM
842
BerganKDV Wealth Management
Minnesota
$3K
FBT
843
First Bank & Trust
South Dakota
$3K
FRA
844
Front Row Advisors
California
$3K
GI
845
Gradient Investments
Minnesota
$3K
LWM
846
Liberty Wealth Management
California
$3K
SA
847
SRH Advisors
Kansas
$3K
HIM
848
Hillsdale Investment Management
Ontario, Canada
$2K
SFO
849
Standard Family Office
South Dakota
$2K +$2.04K +10 New
MPWT
850
MassMutual Private Wealth & Trust
Connecticut
$1K -$5.1K -25 -78%