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711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OBGC
851
O'Brien Greene & Co
Pennsylvania
-$210K -1,010 Closed
CPSAC
852
Chas P. Smith & Associates (CPS)
Florida
-$208K -1,000 Closed
MLFP
853
MPS Loria Financial Planners
Illinois
-$208K -1,000 Closed
SFA
854
Semmax Financial Advisors
North Carolina
-$208K -998 Closed
PWPS
855
Pinnacle Wealth Planning Services
Ohio
-$205K -988 Closed
CPO
856
Cerity Partners OCIO
New York
-$224K -975 Closed
FC
857
Fayerweather Charles
-$203K -975 Closed
PIM
858
Parker Investment Management
California
-$202K -968 Closed
CCM
859
Coldstream Capital Management
Washington
-$202K -967 Closed
1WA
860
180 Wealth Advisors
Washington
-$201K -962 Closed
ET
861
Equitable Trust
Tennessee
-$200K -962 Closed
AMC
862
Asset Management Corp
Illinois
-$200K -960 Closed
TPWA
863
TRUE Private Wealth Advisors
Oregon
-$174K -835 Closed
MCM
864
Manchester Capital Management
Vermont
-$149K -717 Closed
GLI
865
Guardian Life Insurance
New York
-$144K -691 Closed
Parallax Volatility Advisers
866
Parallax Volatility Advisers
California
-$123K -590 Closed
BB
867
Busey Bank
Illinois
-$120K -575 Closed
AFS
868
Aft Forsyth & Sober
Florida
-$101K -485 Closed
FPS
869
Fieldpoint Private Securities
Connecticut
-$100K -480 Closed
HIIFS
870
Harel Insurance Investments & Financial Services
Israel
-$93K -445 Closed
GDP
871
Great Diamond Partners
Maine
-$83K -400 Closed
AIC
872
Ameritas Investment Company
Nebraska
-$73K -349 Closed
OPS
873
Orion Portfolio Solutions
Nebraska
-$33K -160 Closed
EARNEST Partners
874
EARNEST Partners
Georgia
-$28K -133 Closed
ACM
875
Allred Capital Management
Texas
-$24.8K -119 Closed

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.