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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
851
CSat Investment Advisory
Michigan
$17K +$2.64K +12 +19%
IPW
852
IronBridge Private Wealth
Texas
$16K
SIM
853
Sonora Investment Management
Arizona
$16K +$3.08K +14 +26%
Nisa Investment Advisors
854
Nisa Investment Advisors
Missouri
$15K -$1.41M -6,385 -9%
HWMA
855
Heritage Wealth Management (Arizona)
Arizona
$15K +$14.1K +64 New
PWMG
856
Prestige Wealth Management Group
New Jersey
$14K
TCOV
857
Trust Company of Vermont
Vermont
$14K
EP
858
Eudaimonia Partners
Tennessee
$13K -$8.59K -39 -40%
WCM
859
Wealthcare Capital Management
Virginia
$13K +$12.1K +55 New
AF
860
Allworth Financial
California
$12K
CFD
861
Creative Financial Designs
Indiana
$12K
SSB
862
Sandy Spring Bank
Maryland
$12K
JWM
863
Janiczek Wealth Management
Colorado
$12K +$5.72K +26 +104%
CWP
864
Concord Wealth Partners
Virginia
$12K +$11.2K +51 New
CWC
865
Carolinas Wealth Consulting
North Carolina
$11K -$220 -1 -2%
NFSG
866
Newbridge Financial Services Group
Florida
$11K +$10.3K +47 New
ME
867
McIlrath & Eck
Washington
$10K -$28.6K -130 -76%
BWP
868
Baldwin Wealth Partners
Massachusetts
$10K -$440 -2 -5%
JFA
869
JNBA Financial Advisors
Minnesota
$10K
VNA
870
Valley National Advisers
Pennsylvania
$9K
RFA
871
Reilly Financial Advisors
California
$9K +$8.37K +38 New
PB
872
Pinnacle Bancorp
Nebraska
$9K +$8.8K +40 New
TIM
873
Tortoise Investment Management
New York
$8K
BMD
874
Better Money Decisions
New Mexico
$8K +$7.48K +34 New
Jones Financial Companies
875
Jones Financial Companies
Missouri
$7K -$33.9K -154 -84%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.