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Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
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
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
851
LGT Financial Advisors
Texas
$207K +$207K +601 New
AA
852
Alta Advisers
United Kingdom
$207K – – –
NFC
853
Northeast Financial Consultants
Connecticut
$207K +$207K +600 New
FCI
854
Financial Counselors Inc
Kansas
$207K -$24.9K -72 -11%
RCAG
855
Rehmann Capital Advisory Group
Michigan
$207K +$207K +598 New
MMM
856
Mendel Money Management
Illinois
$205K +$205K +593 New
GC
857
Gilbert & Cook
Iowa
$205K +$205K +593 New
P
858
Palladiem
Pennsylvania
$204K +$204K +590 New
CAL
859
Capital Analysts LLC
Pennsylvania
$197K -$506K -1,461 -72%
CWA
860
Carolina Wealth Advisors
South Carolina
$184K – – –
AAP
861
Arax Advisory Partners
Colorado
$182K -$2.76K -8 -1%
ST
862
Smithfield Trust
Pennsylvania
$179K – – –
MPWT
863
MassMutual Private Wealth & Trust
Connecticut
$174K +$3.8K +11 +2%
PWMG
864
Prestige Wealth Management Group
New Jersey
$173K +$123K +355 +245%
AA
865
Addison Advisors
Vermont
$173K – – –
FFL
866
Financial Freedom LLC
Ohio
$170K – – –
NCM
867
Northwest Capital Management
Oregon
$165K +$165K +477 New
IWP
868
Icon Wealth Partners
Texas
$151K – – –
TCOV
869
Trust Company of Vermont
Vermont
$141K -$6.56K -19 -4%
AP
870
Arlington Partners
Alabama
$139K – – –
MAM
871
Magellan Asset Management
Australia
$139K – – –
BONH
872
Bank of New Hampshire
New Hampshire
$136K +$1.38K +4 +1%
HB
873
Horizon Bancorp
Indiana
$135K – – –
BTI
874
Blue Trust Inc
Georgia
$132K -$44.1K -140 -25%
WPA
875
West Paces Advisors
Georgia
$132K – – –
33 34
35
36 37