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711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
876
Eudaimonia Partners
Tennessee
-$22K -104 Closed
RMAM
877
Raab & Moskowitz Asset Management
New Jersey
-$20K -100 Closed
AA
878
Argent Advisors
Louisiana
-$17K -83 Closed
RIA
879
Realta Investment Advisors
Delaware
-$16K -77 Closed
WAP
880
Wealthcare Advisory Partners
Pennsylvania
-$15K -70 Closed
KWM
881
Keebeck Wealth Management
Illinois
-$10K -51 Closed
SC
882
Solstein Capital
California
-$9K -44 Closed
AP
883
Americana Partners
Texas
-$8K -43 Closed
EWA
884
Evolution Wealth Advisors
Florida
-$8K -37 Closed
HWM
885
Howard Wealth Management
Connecticut
-$4K -20 Closed
WCM
886
Wealthcare Capital Management
Virginia
-$4K -19 Closed
SCA
887
Stuart Chaussee & Associates
California
-$3K -15 Closed
TFGT
888
TS Financial Group (TSFG)
Illinois
-$3K -13 Closed
AWM
889
Atticus Wealth Management
Florida
-$2K -11 Closed
FPFS
890
First Personal Financial Services
North Carolina
-$2K -11 Closed
FRA
891
Front Row Advisors
California
-$2K -10 Closed
LWM
892
Lionsbridge Wealth Management
Florida
-$2K -10 Closed
Fidelity International
893
Fidelity International
Bermuda
-$1.23K -6 -67%
PWP
894
Personal Wealth Partners
Minnesota
-$1K -6 Closed
APC
895
Aspire Private Capital
North Carolina
-$1K -3 Closed
PFO
896
Pathstone Family Office
New Jersey
+$409 +2 New
PCTC
897
Perkins Coie Trust Company
Washington
+$614 +3 New
RDWM
898
Red Door Wealth Management
Tennessee
+$8.6K +42 New

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.