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1,006 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, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
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
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WCAMG
826
Woodard & Company Asset Management Group
North Carolina
$227K
CWG
827
Cornerstone Wealth Group
North Carolina
$224K +$4.33K +14 +2%
AWA
828
Amplius Wealth Advisors
Pennsylvania
$223K +$219K +707 New
RWA
829
River Wealth Advisors
Pennsylvania
$222K -$13K -42 -6%
AWA
830
Aaron Wealth Advisors
Illinois
$222K +$218K +703 New
HI
831
Hendershot Investments
Virginia
$221K
MCM
832
Marathon Capital Management
Maryland
$221K +$217K +700 New
PA
833
Pinnacle Associates
New York
$220K +$216K +698 New
ECM
834
Evergreen Capital Management
Washington
$218K +$214K +690 New
SB
835
Simmons Bank
Arkansas
$217K -$17.3K -56 -8%
KI
836
Kula Investments
Illinois
$217K -$999K -3,226 -82%
NC
837
NovaPoint Capital
Georgia
$216K +$310 +1 +0.1%
Empower Advisory Group
838
Empower Advisory Group
Colorado
$216K +$211K +682 New
CG
839
Clifford Group
Massachusetts
$216K -$25.4K -82 -11%
CCA
840
Cobblestone Capital Advisors
New York
$216K
CFG
841
Carr Financial Group
Massachusetts
$213K
DOA
842
D'Orazio & Associates
Virginia
$213K -$9.6K -31 -4%
FCI
843
Financial Counselors Inc
Kansas
$212K -$113K -364 -35%
KP
844
Keel Point
Alabama
$212K -$14.2K -46 -6%
OWM
845
OneAscent Wealth Management
Alabama
$211K -$32.2K -104 -13%
KWM
846
Kolinsky Wealth Management
New Jersey
$209K -$12.4K -40 -6%
PWMAG
847
Pinnacle Wealth Management Advisory Group
New Jersey
$209K +$205K +662 New
TWA
848
TCI Wealth Advisors
Arizona
$208K -$619 -2 -0.3%
PP
849
PDS Planning
Ohio
$208K +$204K +660 New
DWA
850
Dougherty Wealth Advisers
Minnesota
$208K

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.