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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
826
Cranbrook Wealth Management
Michigan
$40K +$38.1K +173 New
GAM
827
Gemmer Asset Management
California
$38K
SWA
828
SOA Wealth Advisors
New York
$38K +$1.76K +8 +5%
CFO
829
CVA Family Office
Colorado
$38K +$36.3K +165 New
PFGIA
830
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$20.3K +92 +144%
LAS
831
Lloyd Advisory Services
Georgia
$32K
EWA
832
Evolution Wealth Advisors
Florida
$32K +$23.1K +105 +318%
HI
833
Harbour Investments
Wisconsin
$32K +$30.6K +139 New
ACM
834
Allred Capital Management
Texas
$31.5K +$30.2K +137 New
EARNEST Partners
835
EARNEST Partners
Georgia
$31K
FHC
836
First Horizon Corporation
Tennessee
$26K -$220 -1 -0.8%
EW
837
Evoke Wealth
California
$26K +$19.2K +87 +348%
ZB
838
Zions Bancorporation
Utah
$25K -$7.04K -32 -23%
IAIM
839
International Assets Investment Management
Florida
$25K
TFM
840
TFC Financial Management
Massachusetts
$24K
BWM
841
Baystate Wealth Management
Massachusetts
$24K +$1.32K +6 +6%
RA
842
Resolute Advisors
California
$24K +$23.3K +106 New
SWA
843
Sutton Wealth Advisors
Florida
$23.7K +$660 +3 +3%
DKCM
844
Davidson Kempner Capital Management
New York
$23K
MWM
845
Mascoma Wealth Management
New Hampshire
$23K +$22K +100 New
TFO
846
Tarbox Family Office
California
$21K
TF
847
Tompkins Financial
New York
$19K
AWA
848
Arkadios Wealth Advisors
Georgia
$18K +$220 +1 +1%
BWA
849
BDO Wealth Advisors
Florida
$18K +$11.2K +51 +196%
AIG
850
American International Group
New York
$17.8K -$674K -3,062 -4%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.