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Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
826
Carr Financial Group
Massachusetts
$233K – – –
FLPIM
827
F.L. Putnam Investment Management
Massachusetts
$231K +$231K +670 New
WCAMG
828
Woodard & Company Asset Management Group
North Carolina
$231K -$17.3K -50 -7%
PWMAG
829
Pinnacle Wealth Management Advisory Group
New Jersey
$231K +$2.76K +8 +1%
TWA
830
TCI Wealth Advisors
Arizona
$228K – – –
KWM
831
Kolinsky Wealth Management
New Jersey
$228K +$342 +1 +0.2%
DWA
832
Dougherty Wealth Advisers
Minnesota
$227K – – –
CI Investments Inc
833
CI Investments Inc
Ontario, Canada
$227K +$9.67K +28 +4%
VCP
834
Verus Capital Partners
Arizona
$226K – – –
CRC
835
Curi RMB Capital
Illinois
$223K +$223K +647 New
LI
836
LMCG Investments
Massachusetts
$221K -$89.1K -258 -29%
IAN
837
Integrated Advisors Network
Texas
$218K +$218K +633 New
AAS
838
Avantax Advisory Services
Texas
$217K -$7.26K -21 -3%
AWM
839
Axxcess Wealth Management
California
$214K +$214K +619 New
JSAM
840
J. Safra Asset Management
New York
$213K – – –
FSA
841
Fort Sheridan Advisors
Illinois
$213K +$213K +618 New
PFP
842
Pinnacle Financial Partners
Tennessee
$213K +$213K +618 New
1WA
843
180 Wealth Advisors
Washington
$213K +$213K +629 New
CPIG
844
Chicago Partners Investment Group
Illinois
$213K -$42.4K -131 -17%
MCM
845
Manchester Capital Management
Vermont
$212K – – –
CTA
846
Colonial Trust Advisors
South Carolina
$211K – – –
MP
847
McDonald Partners
Ohio
$210K +$210K +608 New
GWMIA
848
Global Wealth Management Investment Advisory
Florida
$210K +$210K +607 New
MWA
849
Meridian Wealth Advisors
Texas
$209K +$209K +604 New
GA
850
Gateway Advisory
New Jersey
$208K +$208K +602 New
32 33
34
35 36