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980 hedge funds and large institutions have $60.8B invested in Aon in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 325 increasing their positions, 366 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more funds holding in top 10

Funds holding in top 10: 2837 (+9)

8% more capital invested

Capital invested by funds: $56.2B → $60.8B (+$4.68B)

2.47% more ownership

Funds ownership: 85.25%87.73% (+2.5%)

3% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 92

1% less funds holding

Funds holding: 989980 (-9)

1% less call options, than puts

Call options by funds: $169M | Put options by funds: $171M

11% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 366

Holders
980
Holders Change
-9
Holders Change %
-0.91%
% of All Funds
15.46%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.58%
New
95
Increased
325
Reduced
366
Closed
92
Calls
$169M
Puts
$171M
Net Calls
-$2.28M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
851
High Net Worth Advisory Group
Florida
$136K
FA
852
Fortis Advisors
Pennsylvania
$135K +$120K +414 New
AAP
853
Arax Advisory Partners
Colorado
$130K +$32.9K +113 +39%
AP
854
Arlington Partners
Alabama
$124K
PCG
855
Private Capital Group
Connecticut
$113K -$1.75K -6 -2%
HWA
856
Heritage Wealth Advisors
Virginia
$112K
WT
857
Washington Trust
Rhode Island
$112K +$582 +2 +0.6%
CT
858
Cambridge Trust
Massachusetts
$111K +$31.7K +109 +47%
PCH
859
Polar Capital Holdings
United Kingdom
$110K
HCP
860
Hexagon Capital Partners
Arkansas
$107K
LC
861
Lindbrook Capital
California
$106K +$4.36K +15 +5%
MWM
862
Mascoma Wealth Management
New Hampshire
$105K +$32K +110 +52%
GWM
863
Geneos Wealth Management
Colorado
$104K -$5.24K -18 -5%
Macquarie Group
864
Macquarie Group
Australia
$103K -$32.4M -111,280 -26%
TFS
865
TrustCore Financial Services
Tennessee
$97K -$9.89K -34 -10%
VCM
866
Versant Capital Management
Arizona
$96K -$291 -1 -0.3%
BG
867
Bollard Group
Massachusetts
$95K
FMII
868
Farmers & Merchants Investments Inc
Nebraska
$90K +$873 +3 +1%
FAM
869
Fred Alger Management
New York
$82K +$50.9K +175 +230%
MA
870
Montag & Associates
Georgia
$81K
CCA
871
Column Capital Advisors
Indiana
$76K -$1.16K -4 -2%
OC
872
Oakworth Capital
Alabama
$74K
GFPC
873
Global Financial Private Client
Florida
$73K
LS
874
Leelyn Smith
Illinois
$70K -$54.1K -186 -47%
BWA
875
BDO Wealth Advisors
Florida
$68K

AON Hedge Fund Activity: Q1 2022 in Review

980 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2022, worth a combined $60.8B — up 8.3% from $56.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AON positions and 92 closed out — a net gain of 3 holders — while 325 added to existing stakes and 366 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $386M sold.

  • 980 institutional investors held Aon (AON) as of Q1 2022, down from 989 in Q4 2021.
  • Funds reported $60.8B of Aon stock for Q1 2022, up 8.3% quarter-over-quarter.
  • 95 funds opened new Aon positions in Q1 2022 and 92 closed out, a net change of +3 holders.
  • The largest Aon buyer in Q1 2022 was Capital World Investors, an estimated $1.32B added.
  • The largest Aon seller in Q1 2022 was Arrowstreet Capital, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2022.