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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 %
VSQM
876
V-Square Quantitative Management
Illinois
$128K +$128K +372 New
CMF
877
Counterpoint Mutual Funds
California
$128K +$128K +370 New
FHA
878
First Horizon Advisors
Tennessee
$124K -$11.7K -34 -9%
RFA
879
Resurgent Financial Advisors
Georgia
$124K -$1.38K -4 -1%
ANBT
880
American National Bank & Trust
Texas
$123K – – –
TAIM
881
TD Ameritrade Investment Management
Nebraska
$122K -$6.2K -18 -5%
HCP
882
Hexagon Capital Partners
Arkansas
$117K -$2.42K -7 -2%
WT
883
Washington Trust
Rhode Island
$117K -$345 -1 -0.3%
CFO
884
CVA Family Office
Colorado
$115K +$15.2K +44 +15%
SOW
885
State of Wyoming
Wyoming
$115K +$36.2K +105 +46%
FFA
886
Fairfield Financial Advisors
Massachusetts
$110K – – –
GWM
887
Geneos Wealth Management
Colorado
$107K – – –
GCM
888
Goldstream Capital Management
Hong Kong
$105K +$105K +304 New
VCM
889
Versant Capital Management
Arizona
$103K – – –
FA
890
Fiduciary Alliance
South Carolina
$95.6K +$95.6K +277 New
CSWM
891
Cassady Schiller Wealth Management
Ohio
$94.9K – – –
SSG
892
Summit Securities Group
New York
$93K -$46.5K -134 -33%
CT
893
Cambridge Trust
Massachusetts
$91.8K +$9.67K +28 +12%
OP
894
ORG Partners
Indiana
$89.3K +$89.3K +263 New
HFM
895
Harvest Fund Management
China
$88K +$73.5K +213 +507%
JSP
896
Jackson Square Partners
California
$87K -$11K -32 -11%
GBT
897
Grove Bank & Trust
Florida
$85.6K – – –
HI
898
Harbour Investments
Wisconsin
$83.9K +$1.04K +3 +1%
GWSG
899
GPS Wealth Strategies Group
Colorado
$81.9K – – –
OC
900
Oakworth Capital
Alabama
$80.1K – – –
34 35
36
37 38