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Aon
AON

Overview Fund Activity

1,054 hedge funds and large institutions have $51.5B invested in Aon in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 339 increasing their positions, 400 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+17
Holders Change %
+1.64%
% of All Funds
15.45%
Holding in Top 10
26
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-29.73%
% of All Funds
0.38%
New
121
Increased
339
Reduced
400
Closed
88
Calls
$173M
Puts
$221M
Net Calls
-$48.2M
Net Calls Change
+$18.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.6B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$183M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$228M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$1.22B
5
Norges Bank
Norges Bank
Norway
$423M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$89.6M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.63B
3
FCM
Farallon Capital Management
California
$0
4
Lazard Asset Management
Lazard Asset Management
New York
$1.11B
5
Boston Partners
Boston Partners
Massachusetts
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
876
Manchester Capital Management
Vermont
$185K +$5.82K +20 +3%
JSAM
877
J. Safra Asset Management
New York
$180K – – –
CTA
878
Colonial Trust Advisors
South Carolina
$178K – – –
GWMIA
879
Global Wealth Management Investment Advisory
Florida
$177K – – –
BTI
880
Blue Trust Inc
Georgia
$176K +$30.1K +93 +21%
AA
881
Alta Advisers
United Kingdom
$175K – – –
FFA
882
Fairfield Financial Advisors
Massachusetts
$175K – – –
PIM
883
Plato Investment Management
Australia
$175K +$175K +600 New
MPWT
884
MassMutual Private Wealth & Trust
Connecticut
$167K -$4.66K -16 -3%
CAL
885
Capital Analysts LLC
Pennsylvania
$166K +$291 +1 +0.2%
CWA
886
Carolina Wealth Advisors
South Carolina
$155K – – –
PWMG
887
Prestige Wealth Management Group
New Jersey
$153K -$151K -520 -50%
AGWCA
888
Annis Gardner Whiting Capital Advisors
Florida
$152K -$1.16K -4 -0.8%
AA
889
Addison Advisors
Vermont
$146K – – –
ST
890
Smithfield Trust
Pennsylvania
$144K – – –
FFL
891
Financial Freedom LLC
Ohio
$143K – – –
NS
892
NBC Securities
Alabama
$130K -$2.89K -10 -2%
IA
893
IFP Advisors
Florida
$130K -$108K -371 -45%
PE
894
Point72 Europe
United Kingdom
$130K +$130K +445 New
SWM
895
Spire Wealth Management
Virginia
$129K -$36.8K -118 -22%
AT
896
Arlington Trust
Alabama
$124K -$2.62M -8,988 -95%
WPA
897
West Paces Advisors
Georgia
$124K +$13.1K +45 +12%
WTG
898
West Tower Group
Virginia
$123K +$44.2K +152 +56%
MAM
899
Magellan Asset Management
Australia
$123K – – –
MBFW
900
Morton Brown Family Wealth
Pennsylvania
$119K +$119K +408 New
34 35
36
37 38