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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFN
876
Cordasco Financial Network
Florida
$7K
MF
877
Manchester Financial
California
$7K
SGAM
878
Smith Group Asset Management
Texas
$7K +$660 +3 +10%
WP
879
WealthShield Partners
North Carolina
$7K +$6.6K +30 New
LWA
880
Lenox Wealth Advisors
New York
$6K +$440 +2 +8%
MPWT
881
MassMutual Private Wealth & Trust
Connecticut
$6K +$4.4K +20 +286%
BAM
882
Bellevue Asset Management
Washington
$5K
WWM
883
Wolff Wiese Magana
California
$5K
GAM
884
Grandview Asset Management
Pennsylvania
$5K +$4.62K +21 New
GEA
885
Glen Eagle Advisors
New Jersey
$4.83K
BWM
886
BerganKDV Wealth Management
Minnesota
$4K
SA
887
SRH Advisors
Kansas
$4K
MWP
888
Meridian Wealth Partners
Pennsylvania
$4K +$3.74K +17 New
TIAM
889
TT International Asset Management
United Kingdom
$3.83K -$3.43M -15,570 -62%
HWM
890
HighMark Wealth Management
Minnesota
$3K -$1.54K -7 -35%
ACM
891
AUA Capital Management
Pennsylvania
$3K
FBT
892
First Bank & Trust
South Dakota
$3K
FRA
893
Front Row Advisors
California
$3K
LWM
894
Liberty Wealth Management
California
$3K
SWG
895
Summit Wealth Group
Vermont
$3K +$2.42K +11 New
PP
896
Pacifica Partners
Canada
$3K +$2.86K +13 New
SFO
897
Standard Family Office
South Dakota
$2K
GLLW
898
Graves Light Lenhart Wealth
Virginia
$2K +$1.98K +9 New
JPLA
899
Joseph P. Lucia & Associates
New York
$2K +$2.2K +10 New
FGAM
900
Financial Gravity Asset Management
Texas
$1.9K +$1.32K +6 +300%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.