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989 hedge funds and large institutions have $56.2B invested in Aon in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 282 increasing their positions, 381 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 61

15% more call options, than puts

Call options by funds: $176M | Put options by funds: $154M

9% more funds holding

Funds holding: 909989 (+80)

1% less capital invested

Capital invested by funds: $56.9B → $56.2B (-$718M)

3.15% less ownership

Funds ownership: 88.41%85.25% (-3.2%)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

26% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 381

Holders
989
Holders Change
+80
Holders Change %
+8.8%
% of All Funds
15.22%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.43%
New
153
Increased
282
Reduced
381
Closed
61
Calls
$176M
Puts
$154M
Net Calls
+$22.4M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
926
Bell Investment Advisors
California
$20K -$300 -1 -2%
MPWT
927
MassMutual Private Wealth & Trust
Connecticut
$19K -$899 -3 -4%
LF
928
Lee Financial
Texas
$19K +$18.6K +62 New
CTB
929
Country Trust Bank
Illinois
$18K
TCOV
930
Trust Company of Vermont
Vermont
$18K +$18.3K +61 New
DWA
931
Delos Wealth Advisors
Texas
$16K +$15.6K +52 New
SIA
932
Sit Investment Associates
Minnesota
$16K +$16.2K +54 New
CYG
933
Clean Yield Group
Vermont
$15K
BWP
934
Baldwin Wealth Partners
Massachusetts
$15K +$2.1K +7 +17%
PWMG
935
Prestige Wealth Management Group
New Jersey
$14K -$3K -10 -18%
JWM
936
Janiczek Wealth Management
Colorado
$14K
JFA
937
JNBA Financial Advisors
Minnesota
$13K -$55.5K -185 -81%
ME
938
McIlrath & Eck
Washington
$13K
TF
939
TimeScale Financial
Massachusetts
$13K
ZIG
940
Zullo Investment Group
Pennsylvania
$13K +$13.2K +44 New
RFA
941
Reilly Financial Advisors
California
$11K +$11.1K +37 New
PB
942
Pinnacle Bancorp
Nebraska
$10K
TIM
943
Tortoise Investment Management
New York
$10K
SGAM
944
Smith Group Asset Management
Texas
$10K +$899 +3 +10%
BWM
945
BerganKDV Wealth Management
Minnesota
$9K -$300 -1 -3%
CFN
946
Cordasco Financial Network
Florida
$9K
LWA
947
Lenox Wealth Advisors
New York
$9K +$3.6K +12 +71%
BAM
948
Byrne Asset Management
New Jersey
$8K +$7.5K +25 New
KA
949
Kozak & Associates
Colorado
$8K +$7.79K +26 New
LWP
950
Laurel Wealth Planning
Minnesota
$7K

AON Hedge Fund Activity: Q4 2021 in Review

989 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2021, worth a combined $56.2B — down 1.3% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AON positions and 61 closed out — a net gain of 92 holders — while 282 added to existing stakes and 381 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $453M. The largest seller was BlackRock, cutting an estimated $508M.

  • 989 institutional investors held Aon (AON) as of Q4 2021, up from 909 in Q3 2021.
  • Funds reported $56.2B of Aon stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 153 funds opened new Aon positions in Q4 2021 and 61 closed out, a net change of +92 holders.
  • The largest Aon buyer in Q4 2021 was Viking Global Investors, an estimated $453M added.
  • The largest Aon seller in Q4 2021 was BlackRock, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2021.