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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 %
TFM
901
TFC Financial Management
Massachusetts
$63.1K +$29.6K +94 +89%
CH
902
Canton Hathaway
Rhode Island
$63K – – –
GIS
903
Grayhawk Investment Strategies
Alberta, Canada
$61K +$61K +142 New
MHR
904
Matthew Hamilton Rosenberg
$59K – – –
SV
905
Sturgeon Ventures
United Kingdom
$56.8K +$56.8K +180 New
OCM
906
Orion Capital Management
California
$55.5K – – –
WPWM
907
Western Pacific Wealth Management
Illinois
$54.2K – – –
BWA
908
BDO Wealth Advisors
Florida
$47.3K -$18.6K -59 -28%
MWM
909
Mascoma Wealth Management
New Hampshire
$46.8K – – –
FMII
910
Farmers & Merchants Investments Inc
Nebraska
$46.3K – – –
PWMG
911
Prestige Wealth Management Group
New Jersey
$45.7K +$1.58K +5 +4%
AIC
912
Archer Investment Corporation
Indiana
$45.7K – – –
CA
913
Crewe Advisors
Utah
$44.5K -$40.7K -129 -48%
CMP
914
Coston McIsaac & Partners
Maine
$44K – – –
BWAM
915
Boyd Watterson Asset Management
Ohio
$43.5K – – –
SWM
916
Sugarloaf Wealth Management
Georgia
$42.9K – – –
EBA
917
Eagle Bay Advisors
New York
$42.2K -$1.26K -4 -3%
Loomis, Sayles & Company
918
Loomis, Sayles & Company
Massachusetts
$41K -$114K -365 -74%
MC
919
Machina Capital
France
$40.7K -$432K -1,371 -91%
BIA
920
Bell Investment Advisors
California
$38.5K -$315 -1 -0.8%
GFWA
921
Grey Fox Wealth Advisors
Delaware
$37.5K – – –
BAAM
922
Baker Avenue Asset Management
California
$36.6K +$1.26K +4 +4%
SWA
923
Sutton Wealth Advisors
Florida
$35.3K -$631 -2 -2%
PPC
924
Park Place Capital
Alabama
$34.4K +$23.3K +74 +211%
HDIM
925
Hanson & Doremus Investment Management
Vermont
$32K -$2.88K -9 -8%
35 36
37
38 39