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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
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
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
826
Simmons Bank
Arkansas
$237K
NC
827
NovaPoint Capital
Georgia
$237K
CG
828
Clifford Group
Massachusetts
$236K
CPRC
829
Consolidated Portfolio Review Corp
New York
$234K -$40.9K -126 -16%
CFG
830
Carr Financial Group
Massachusetts
$233K
FLPIM
831
F.L. Putnam Investment Management
Massachusetts
$231K +$218K +670 New
WCAMG
832
Woodard & Company Asset Management Group
North Carolina
$231K -$16.2K -50 -7%
PWMAG
833
Pinnacle Wealth Management Advisory Group
New Jersey
$231K +$2.6K +8 +1%
TWA
834
TCI Wealth Advisors
Arizona
$228K
KWM
835
Kolinsky Wealth Management
New Jersey
$228K +$325 +1 +0.2%
DWA
836
Dougherty Wealth Advisers
Minnesota
$227K
CI Investments Inc
837
CI Investments Inc
Ontario, Canada
$227K +$9.09K +28 +4%
VCP
838
Verus Capital Partners
Arizona
$226K
CRC
839
Curi RMB Capital
Illinois
$223K +$210K +647 New
LI
840
LMCG Investments
Massachusetts
$221K -$83.8K -258 -29%
IAN
841
Integrated Advisors Network
Texas
$218K +$206K +633 New
AAS
842
Avantax Advisory Services
Texas
$217K -$6.82K -21 -3%
AWM
843
Axxcess Wealth Management
California
$214K +$201K +619 New
JSAM
844
J. Safra Asset Management
New York
$213K
FSA
845
Fort Sheridan Advisors
Illinois
$213K +$201K +618 New
PFPT
846
Pinnacle Financial Partners (Tennessee)
Tennessee
$213K +$201K +618 New
1WA
847
180 Wealth Advisors
Washington
$213K +$204K +629 New
CPIG
848
Chicago Partners Investment Group
Illinois
$213K -$42.5K -131 -17%
MCM
849
Manchester Capital Management
Vermont
$212K
CTA
850
Colonial Trust Advisors
South Carolina
$211K

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.