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Aon
AON

Overview Fund Activity

1,002 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 337 increasing their positions, 399 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.04%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
337
Reduced
399
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.06B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$721M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$265M
4
SGA
Sustainable Growth Advisers
Connecticut
+$167M
5
Boston Partners
Boston Partners
Massachusetts
+$155M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$256M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$244M
3
Lazard Asset Management
Lazard Asset Management
New York
-$188M
4
State Street
State Street
Massachusetts
-$140M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
826
Aaron Wealth Advisors
Illinois
$222K +$222K +703 New
HI
827
Hendershot Investments
Virginia
$221K – – –
MCM
828
Marathon Capital Management
Maryland
$221K +$221K +700 New
PA
829
Pinnacle Associates
New York
$220K +$220K +698 New
ECM
830
Evergreen Capital Management
Washington
$218K +$218K +690 New
SB
831
Simmons Bank
Arkansas
$217K -$17.7K -56 -8%
KI
832
Kula Investments
Illinois
$217K -$1.02M -3,226 -82%
NC
833
NovaPoint Capital
Georgia
$216K +$315 +1 +0.1%
Empower Advisory Group
834
Empower Advisory Group
Colorado
$216K +$216K +682 New
CG
835
Clifford Group
Massachusetts
$216K -$25.9K -82 -11%
CCA
836
Cobblestone Capital Advisors
New York
$216K – – –
CFG
837
Carr Financial Group
Massachusetts
$213K – – –
DOA
838
D'Orazio & Associates
Virginia
$213K -$9.77K -31 -4%
FCI
839
Financial Counselors Inc
Kansas
$212K -$115K -364 -35%
KP
840
Keel Point
Alabama
$212K -$14.5K -46 -6%
OWM
841
OneAscent Wealth Management
Alabama
$211K -$32.9K -104 -13%
KWM
842
Kolinsky Wealth Management
New Jersey
$209K -$12.6K -40 -6%
PWMAG
843
Pinnacle Wealth Management Advisory Group
New Jersey
$209K +$209K +662 New
TWA
844
TCI Wealth Advisors
Arizona
$208K -$631 -2 -0.3%
PP
845
PDS Planning
Ohio
$208K +$208K +660 New
DWA
846
Dougherty Wealth Advisers
Minnesota
$208K – – –
VCP
847
Verus Capital Partners
Arizona
$207K +$207K +655 New
AAS
848
Avantax Advisory Services
Texas
$204K +$204K +648 New
CI Investments Inc
849
CI Investments Inc
Ontario, Canada
$198K +$21.1K +67 +12%
JSAM
850
J. Safra Asset Management
New York
$195K – – –
32 33
34
35 36