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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
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
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
926
Boyd Watterson Asset Management
Ohio
$47.6K
SWM
927
Sugarloaf Wealth Management
Georgia
$46.9K
BIA
928
Bell Investment Advisors
California
$43.8K +$1.62K +5 +4%
AS
929
Altshuler Shaham
Israel
$40.4K +$38K +117 New
BAAM
930
Baker Avenue Asset Management
California
$38.7K -$1.3K -4 -3%
SWA
931
Sutton Wealth Advisors
Florida
$38.7K
MWM
932
Mascoma Wealth Management
New Hampshire
$38.3K -$7.14K -22 -15%
Loomis, Sayles & Company
933
Loomis, Sayles & Company
Massachusetts
$38K -$7.14K -22 -17%
PPC
934
Park Place Capital
Alabama
$37.6K
MFG
935
Mendota Financial Group
Wisconsin
$34.5K -$91.9K -283 -74%
QL
936
Quarry LP
New York
$33.5K -$650 -2 -2%
HDIM
937
Hanson & Doremus Investment Management
Vermont
$29K -$4.87K -15 -15%
EWP
938
Elevation Wealth Partners
California
$29K
CWC
939
Carolinas Wealth Consulting
North Carolina
$28.7K +$1.3K +4 +5%
C
940
Covestor
United Kingdom
$27K -$57.2K -176 -69%
SWA
941
SOA Wealth Advisors
New York
$25.5K
GA
942
GoalVest Advisory
New York
$25.2K +$23.7K +73 New
RFG
943
RFP Financial Group
Georgia
$25.2K
RTC
944
Riverview Trust Company
Washington
$24.5K
RDFA
945
Ritter Daniher Financial Advisory
Ohio
$24.2K
GAG
946
Goodman Advisory Group
Massachusetts
$24.2K +$22.7K +70 New
ODG
947
O'Dell Group
Ohio
$23.1K +$21.8K +67 New
FGAM
948
Financial Gravity Asset Management
Texas
$22.7K +$9.74K +30 +10%
BWP
949
Baldwin Wealth Partners
Massachusetts
$22.4K
PP
950
Pacifica Partners
Canada
$22K +$7.47K +23 +55%

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.