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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
851
Verus Capital Partners
Arizona
$207K +$203K +655 New
AAS
852
Avantax Advisory Services
Texas
$204K +$201K +648 New
CI Investments Inc
853
CI Investments Inc
Ontario, Canada
$198K +$20.7K +67 +12%
JSAM
854
J. Safra Asset Management
New York
$195K
MCM
855
Manchester Capital Management
Vermont
$194K
CTA
856
Colonial Trust Advisors
South Carolina
$192K
AA
857
Alta Advisers
United Kingdom
$189K
DFCM
858
Dark Forest Capital Management
Puerto Rico
$181K +$52.6K +170 +42%
AAP
859
Arax Advisory Partners
Colorado
$169K +$4.02K +13 +2%
BTI
860
Blue Trust Inc
Georgia
$168K -$34.7K -112 -17%
CWA
861
Carolina Wealth Advisors
South Carolina
$168K
ST
862
Smithfield Trust
Pennsylvania
$164K
KI
863
Kapitalo Investimentos
Brazil
$161K +$158K +512 New
AA
864
Addison Advisors
Vermont
$158K -$929 -3 -0.6%
MPWT
865
MassMutual Private Wealth & Trust
Connecticut
$155K +$72.4K +234 +91%
FFL
866
Financial Freedom LLC
Ohio
$155K
IWP
867
Icon Wealth Partners
Texas
$138K +$135K +436 New
TCOV
868
Trust Company of Vermont
Vermont
$135K -$6.5K -21 -5%
MAM
869
Magellan Asset Management
Australia
$127K -$11.5K -37 -8%
AP
870
Arlington Partners
Alabama
$127K +$7.12K +23 +6%
SSG
871
Summit Securities Group
New York
$127K -$374K -1,207 -75%
MFG
872
Mendota Financial Group
Wisconsin
$125K +$87.6K +283 +283%
FHA
873
First Horizon Advisors
Tennessee
$124K -$929 -3 -0.8%
HB
874
Horizon Bancorp
Indiana
$123K -$34K -110 -22%
BONH
875
Bank of New Hampshire
New Hampshire
$123K -$15.5K -50 -11%

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.