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905 hedge funds and large institutions have $53.1B invested in Aon in 2021 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 350 increasing their positions, 287 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $609M | Put options by funds: $329M

22% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 287

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

4% more capital invested

Capital invested by funds: $51.2B → $53.1B (+$1.89B)

0.22% more ownership

Funds ownership: 98.63%98.84% (+0.22%)

1% less funds holding

Funds holding: 912905 (-7)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
905
Holders Change
-7
Holders Change %
-0.77%
% of All Funds
15.75%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.59%
New
82
Increased
350
Reduced
287
Closed
78
Calls
$609M
Puts
$329M
Net Calls
+$281M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
876
Evolution Wealth Advisors
Florida
$8K -$25.7K -105 -76%
BMD
877
Better Money Decisions
New Mexico
$8K
TIM
878
Tortoise Investment Management
New York
$8K
CFN
879
Cordasco Financial Network
Florida
$7K
AS
880
Altshuler Shaham
Israel
$7K +$7.09K +29 New
SGAM
881
Smith Group Asset Management
Texas
$6K -$1.22K -5 -16%
WWM
882
Wolff Wiese Magana
California
$6K +$1.22K +5 +23%
GEA
883
Glen Eagle Advisors
New Jersey
$5.01K
BWM
884
BerganKDV Wealth Management
Minnesota
$4K
FRA
885
Front Row Advisors
California
$4K
LWM
886
Liberty Wealth Management
California
$4K
SA
887
SRH Advisors
Kansas
$4K
AFG
888
Albion Financial Group
Utah
$4K +$4.16K +17 New
TLFA
889
True Link Financial Advisors
California
$4K +$4.16K +17 New
LWA
890
Lenox Wealth Advisors
New York
$3K -$2.93K -12 -46%
ACM
891
AUA Capital Management
Pennsylvania
$3K
FBT
892
First Bank & Trust
South Dakota
$3K
PP
893
Pacifica Partners
Canada
$3K
SWG
894
Summit Wealth Group
Vermont
$3K
SNT
895
Security National Trust
West Virginia
$3K +$2.93K +12 New
KJHP
896
K.J. Harrison & Partners
Ontario, Canada
$2.39K
HWM
897
HighMark Wealth Management
Minnesota
$2K -$978 -4 -31%
GLLW
898
Graves Light Lenhart Wealth
Virginia
$2K
BBHC
899
Brown Brothers Harriman & Co
New York
$1.29K +$2.2K +9 +0.2%
FI
900
FormulaFolio Investments
Michigan
$1K

AON Hedge Fund Activity: Q2 2021 in Review

905 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2021, worth a combined $53.1B — up 3.7% from $51.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AON positions and 78 closed out — a net gain of 4 holders — while 350 added to existing stakes and 287 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $570M. The largest seller was Capital International Investors, cutting an estimated $252M.

  • 905 institutional investors held Aon (AON) as of Q2 2021, down from 912 in Q1 2021.
  • Funds reported $53.1B of Aon stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 82 funds opened new Aon positions in Q2 2021 and 78 closed out, a net change of +4 holders.
  • The largest Aon buyer in Q2 2021 was Wellington Management Group, an estimated $570M added.
  • The largest Aon seller in Q2 2021 was Capital International Investors, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2021.