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633 hedge funds and large institutions have $29.5B invested in Aon in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 175 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $29.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

7% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 70

3% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$747M)

0% less funds holding

Funds holding: 636633 (-3)

0.7% less ownership

Funds ownership: 86.19%85.49% (-0.7%)

33% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 263

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
14.51%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
75
Increased
175
Reduced
263
Closed
70
Calls
$55.8M
Puts
$29.1M
Net Calls
+$26.7M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$50.7M -$15.8M -112,721 -24%
CBT
77
Capital Bank & Trust
California
$49.8M -$1.67M -11,910 -3%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$49.4M -$1.56M -11,131 -3%
TA
79
Teachers Advisors
New York
$47.9M -$20.7M -147,765 -30%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$46.5M -$3.15M -22,500 -6%
TCIM
81
TIAA CREF Investment Management
New York
$46.2M -$3.69M -26,351 -7%
AAMU
82
Amundi Asset Management US
Massachusetts
$46.2M +$17.7M +126,106 +62%
PC
83
Polar Capital
United Kingdom
$45.6M +$3.39M +24,200 +8%
CI
84
Cooper Investors
Australia
$45.5M +$341K +2,432 +0.8%
WIM
85
Weitz Investment Management
Nebraska
$45.3M +$183K +1,309 +0.4%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$44.3M +$19.7M +140,341 +80%
UBS Group
87
UBS Group
Switzerland
$43.4M +$2.41M +17,214 +6%
GQG Partners
88
GQG Partners
Florida
$41.7M +$19.6M +139,696 +89%
SEI Investments
89
SEI Investments
Pennsylvania
$38.9M +$1.81M +12,957 +5%
GC
90
Guggenheim Capital
Illinois
$38.5M -$2.74M -19,577 -7%
Prudential Financial
91
Prudential Financial
New Jersey
$37.6M -$11.5M -81,768 -23%
OWP
92
Obermeyer Wealth Partners
Colorado
$37M -$508K -3,624 -1%
RJA
93
Raymond James & Associates
Florida
$36M +$3.68M +26,257 +11%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$35.1M
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$33.1M +$26M +185,530 +370%
Canada Life
96
Canada Life
Manitoba, Canada
$32M -$629K -4,489 -2%
YL
97
YCG LLC
Texas
$30.1M +$11.3M +80,506 +60%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$30M +$1.1M +7,854 +4%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$29.8M -$1.91M -13,654 -6%
GHCM
100
Glen Harbor Capital Management
California
$29.7M -$95.2K -680 -0.3%

AON Hedge Fund Activity: Q1 2018 in Review

633 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2018, worth a combined $29.5B — up 2.6% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AON positions and 70 closed out — a net gain of 5 holders — while 175 added to existing stakes and 263 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $334M. The largest seller was APG Asset Management, cutting an estimated $185M.

  • 633 institutional investors held Aon (AON) as of Q1 2018, down from 636 in Q4 2017.
  • Funds reported $29.5B of Aon stock for Q1 2018, up 2.6% quarter-over-quarter.
  • 75 funds opened new Aon positions in Q1 2018 and 70 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q1 2018 was Massachusetts Financial Services, an estimated $334M added.
  • The largest Aon seller in Q1 2018 was APG Asset Management, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2018.