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Aon
AON

Overview Fund Activity

1,002 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 337 increasing their positions, 399 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.04%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
337
Reduced
399
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.06B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$721M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$265M
4
SGA
Sustainable Growth Advisers
Connecticut
+$167M
5
Boston Partners
Boston Partners
Massachusetts
+$155M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$256M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$244M
3
Lazard Asset Management
Lazard Asset Management
New York
-$188M
4
State Street
State Street
Massachusetts
-$140M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANBT
876
American National Bank & Trust
Texas
$113K – – –
HCP
877
Hexagon Capital Partners
Arkansas
$109K -$10.4K -33 -9%
WT
878
Washington Trust
Rhode Island
$107K -$315 -1 -0.3%
FFA
879
Fairfield Financial Advisors
Massachusetts
$100K +$20.3K +65 +25%
GWM
880
Geneos Wealth Management
Colorado
$97.4K – – –
VCM
881
Versant Capital Management
Arizona
$94K +$1.26K +4 +1%
CFO
882
CVA Family Office
Colorado
$91.4K – – –
JSP
883
Jackson Square Partners
California
$89.5K – – –
CSPAM
884
Cary Street Partners Asset Management
Virginia
$88.3K -$63.1K -200 -42%
CSWM
885
Cassady Schiller Wealth Management
Ohio
$86.7K – – –
C
886
Covestor
United Kingdom
$80K +$53.9K +171 +206%
GBT
887
Grove Bank & Trust
Florida
$78.2K +$5.99K +19 +8%
AF
888
Advisornet Financial
Minnesota
$77.9K +$3.47K +11 +5%
AAS
889
Ameritas Advisory Services
Nebraska
$77.4K +$77.4K +243 New
BWM
890
Baystate Wealth Management
Massachusetts
$77.1K +$17.7K +56 +30%
HI
891
Harbour Investments
Wisconsin
$75.7K – – –
CT
892
Cambridge Trust
Massachusetts
$75K -$7.88K -25 -10%
GWSG
893
GPS Wealth Strategies Group
Colorado
$74.8K +$74.8K +237 New
OC
894
Oakworth Capital
Alabama
$73.1K – – –
SOW
895
State of Wyoming
Wyoming
$71.9K -$2.84K -9 -4%
GFPC
896
Global Financial Private Client
Florida
$70.4K – – –
SIC
897
Salem Investment Counselors
North Carolina
$70.3K -$26.5K -84 -27%
CCA
898
Column Capital Advisors
Indiana
$67.5K -$5.36K -17 -7%
CAC
899
Core Alternative Capital
Georgia
$64K +$3.79K +12 +6%
FFA
900
Farther Finance Advisors
California
$63.4K +$13.2K +42 +26%
34 35
36
37 38