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Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
926
Baker Avenue Asset Management
California
$38.7K -$1.38K -4 -3%
SWA
927
Sutton Wealth Advisors
Florida
$38.7K – – –
MWM
928
Mascoma Wealth Management
New Hampshire
$38.3K -$6.91K -22 -15%
Loomis, Sayles & Company
929
Loomis, Sayles & Company
Massachusetts
$38K -$7.67K -22 -17%
PPC
930
Park Place Capital
Alabama
$37.6K – – –
MFG
931
Mendota Financial Group
Wisconsin
$34.5K -$97.7K -283 -74%
QL
932
Quarry LP
New York
$33.5K -$690 -2 -2%
HDIM
933
Hanson & Doremus Investment Management
Vermont
$29K -$5.12K -15 -15%
EWP
934
Elevation Wealth Partners
California
$29K – – –
CWC
935
Carolinas Wealth Consulting
North Carolina
$28.7K +$1.38K +4 +5%
C
936
Covestor
United Kingdom
$27K -$60.9K -176 -69%
SWA
937
SOA Wealth Advisors
New York
$25.5K – – –
GA
938
GoalVest Advisory
New York
$25.2K +$25.2K +73 New
RFG
939
RFP Financial Group
Georgia
$25.2K – – –
RTC
940
Riverview Trust Company
Washington
$24.5K – – –
RDFA
941
Ritter Daniher Financial Advisory
Ohio
$24.2K – – –
GAG
942
Goodman Advisory Group
Massachusetts
$24.2K +$24.2K +70 New
ODG
943
O'Dell Group
Ohio
$23.1K +$23.1K +67 New
FGAM
944
Financial Gravity Asset Management
Texas
$22.7K +$1.98K +30 +10%
BWP
945
Baldwin Wealth Partners
Massachusetts
$22.4K – – –
PP
946
Pacifica Partners
Canada
$22K +$7.79K +23 +55%
CAL
947
Capital Advisors Ltd
Ohio
$22K +$13.9K +41 +171%
GKIM
948
GW&K Investment Management
Massachusetts
$22K +$22K +65 New
WAM
949
Worth Asset Management
Texas
$21.4K – – –
USB
950
Union Savings Bank
Connecticut
$20.4K +$20.4K +64 New
36 37
38
39 40