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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
926
Paradigm Asset Management
New York
-$1.18M -5,585 Closed
NAS
927
Nicolet Advisory Services
Wisconsin
-$1M -4,750 Closed
OQS
928
Occudo Quantitative Strategies
Florida
-$958K -4,534 Closed
TCM
929
Twin Capital Management
Pennsylvania
-$744K -3,520 Closed
FMWA
930
Forvis Mazars Wealth Advisors
Missouri
-$603K -2,852 Closed
GTCM
931
Gyon Technologies Capital Management
New Jersey
-$600K -2,842 Closed
CAM
932
Cozad Asset Management
Illinois
-$534K -2,528 Closed
TB
933
Terril Brothers
Missouri
-$380K -1,800 Closed
GCP
934
GSA Capital Partners
United Kingdom
-$363K -1,717 Closed
BJL
935
Brighton Jones LLC
Washington
-$348K -1,647 Closed
FBB
936
Fulton Breakefield Broenniman
Maryland
-$345K -1,631 Closed
JFL
937
Jarislowsky, Fraser Ltd
Quebec, Canada
-$329K -1,561 Closed
CCA
938
Covey Capital Advisors
Georgia
-$266K -1,259 Closed
WP
939
WMS Partners
Maryland
-$264K -1,249 Closed
HT
940
Heritage Trust
Oklahoma
-$227K -1,074 Closed
CST
941
Charles Schwab Trust
Nevada
-$226K -1,071 Closed
VHAM
942
Van Hulzen Asset Management
California
-$217K -1,027 Closed
AUB
943
Atlantic Union Bankshares
Virginia
-$212K -1,001 Closed
BSW
944
Buckingham Strategic Wealth
Missouri
-$211K -999 Closed
RPWA
945
Regent Peak Wealth Advisors
Georgia
-$87K -410 Closed
LS
946
Leelyn Smith
Illinois
-$80K -380 Closed
CCA
947
Childress Capital Advisors
Texas
-$72K -341 Closed
PHK
948
Point72 Hong Kong
Hong Kong
-$61.9K -281 -100%
CWM
949
Curi Wealth Management
North Carolina
-$38K -184 Closed
CAAS
950
Capital Asset Advisory Services
Michigan
-$38K -178 Closed

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.