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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
CAL
951
Capital Advisors Ltd
Ohio
$22K +$13.3K +41 +171%
GKIM
952
GW&K Investment Management
Massachusetts
$22K +$21.1K +65 New
WAM
953
Worth Asset Management
Texas
$21.4K
USB
954
Union Savings Bank
Connecticut
$20.4K +$20.8K +64 New
SIA
955
Sit Investment Associates
Minnesota
$19K
CYG
956
Clean Yield Group
Vermont
$17.6K
RFA
957
Register Financial Advisors
Georgia
$17.3K -$16.2K -50 -50%
NFSG
958
Newbridge Financial Services Group
Florida
$16.5K
M
959
MOTCO
Texas
$16.2K +$2.27K +7 +18%
FMP
960
Financial Management Professionals
Texas
$16K -$4.22K -13 -22%
TF
961
TimeScale Financial
Massachusetts
$15.2K
SFG
962
Steward Financial Group
Texas
$15K -$325 -1 -2%
BG
963
Bollard Group
Massachusetts
$15K +$14K +43 New
CWM
964
Cranbrook Wealth Management
Michigan
$14.8K
TIM
965
Tortoise Investment Management
New York
$14.8K
ME
966
McIlrath & Eck
Washington
$14.5K
WTA
967
Washington Trust Advisors
Massachusetts
$14.2K
VNA
968
Valley National Advisers
Pennsylvania
$14K
JWM
969
Janiczek Wealth Management
Colorado
$13.5K
JFGIW
970
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.8K +$12K +37 New
AWM
971
Abound Wealth Management
Tennessee
$12.4K +$4.22K +13 +57%
EARNEST Partners
972
EARNEST Partners
Georgia
$11.4K
HWA
973
HHM Wealth Advisors
Tennessee
$11.4K
PB
974
Pinnacle Bancorp
Nebraska
$11.4K
BAM
975
Byrne Asset Management
New Jersey
$9K

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.