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1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
901
Smithfield Trust
Pennsylvania
$160K -$7.28K -22 -4%
FFL
902
Financial Freedom LLC
Ohio
$159K
BTI
903
Blue Trust Inc
Georgia
$155K +$10.3K +31 +7%
NCM
904
Northwest Capital Management
Oregon
$155K
NS
905
NBC Securities
Alabama
$149K +$152K +460 New
IWP
906
Icon Wealth Partners
Texas
$141K -$331 -1 -0.2%
MAM
907
Magellan Asset Management
Australia
$137K +$5.96K +18 +4%
ANBT
908
American National Bank & Trust
Texas
$135K +$19.5K +59 +17%
TCOV
909
Trust Company of Vermont
Vermont
$133K
SIC
910
Salem Investment Counselors
North Carolina
$129K +$57.6K +174 +78%
BONH
911
Bank of New Hampshire
New Hampshire
$128K
HB
912
Horizon Bancorp
Indiana
$126K
WPA
913
West Paces Advisors
Georgia
$124K
FHA
914
First Horizon Advisors
Tennessee
$117K
HCP
915
Hexagon Capital Partners
Arkansas
$111K +$1.32K +4 +1%
GWM
916
Geneos Wealth Management
Colorado
$111K +$10.6K +32 +10%
WT
917
Washington Trust
Rhode Island
$110K
GBT
918
Grove Bank & Trust
Florida
$98.9K +$18.9K +57 +23%
GCM
919
Goldstream Capital Management
Hong Kong
$98.6K
OA
920
Operose Advisors
Wisconsin
$97.9K +$99.9K +302 New
VCM
921
Versant Capital Management
Arizona
$96.6K
CSWM
922
Cassady Schiller Wealth Management
Ohio
$89.2K
WTG
923
West Tower Group
Virginia
$87.9K +$18.9K +57 +27%
JSP
924
Jackson Square Partners
California
$81.7K
HI
925
Harbour Investments
Wisconsin
$79.8K +$993 +3 +1%

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.