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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
MP
851
McDonald Partners
Ohio
$210K +$197K +608 New
GWMIA
852
Global Wealth Management Investment Advisory
Florida
$210K +$197K +607 New
MWA
853
Meridian Wealth Advisors
Texas
$209K +$196K +604 New
GA
854
Gateway Advisory
New Jersey
$208K +$196K +602 New
LFA
855
LGT Financial Advisors
Texas
$207K +$195K +601 New
AA
856
Alta Advisers
United Kingdom
$207K
NFC
857
Northeast Financial Consultants
Connecticut
$207K +$195K +600 New
FCI
858
Financial Counselors Inc
Kansas
$207K -$23.4K -72 -11%
RCAG
859
Rehmann Capital Advisory Group
Michigan
$207K +$194K +598 New
GC
860
Gilbert & Cook
Iowa
$205K +$193K +593 New
MMM
861
Mendel Money Management
Illinois
$205K +$193K +593 New
P
862
Palladiem
Pennsylvania
$204K +$192K +590 New
CAL
863
Capital Analysts LLC
Pennsylvania
$197K -$474K -1,461 -72%
CWA
864
Carolina Wealth Advisors
South Carolina
$184K
AAP
865
Arax Advisory Partners
Colorado
$182K -$2.6K -8 -1%
ST
866
Smithfield Trust
Pennsylvania
$179K
MPWT
867
MassMutual Private Wealth & Trust
Connecticut
$174K +$3.57K +11 +2%
PWMG
868
Prestige Wealth Management Group
New Jersey
$173K +$115K +355 +245%
AA
869
Addison Advisors
Vermont
$173K
FFL
870
Financial Freedom LLC
Ohio
$170K
NCM
871
Northwest Capital Management
Oregon
$165K +$155K +477 New
IWP
872
Icon Wealth Partners
Texas
$151K
TCOV
873
Trust Company of Vermont
Vermont
$141K -$6.17K -19 -4%
AP
874
Arlington Partners
Alabama
$139K
MAM
875
Magellan Asset Management
Australia
$139K

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.