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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
Kovitz Investment Group Partners
76
Kovitz Investment Group Partners
Illinois
$100M +$12.1M +40,343 +10%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$96.9M -$15.9M -53,048 -14%
JSP
78
Jackson Square Partners
California
$91.1M +$3.42M +11,416 +4%
JP Morgan Chase
79
JP Morgan Chase
New York
$90.2M -$83.7M -279,339 -48%
APG Asset Management
80
APG Asset Management
Netherlands
$88.8M -$57.8M -192,700 -36%
OAC
81
OMERS Administration Corp
Ontario, Canada
$87.9M
AllianceBernstein
82
AllianceBernstein
Tennessee
$84.7M -$6.61M -22,050 -7%
NC
83
Nicholas Company
Wisconsin
$83.7M -$7.5K -25 -0%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$80.6M -$1.51M -5,031 -2%
WIM
85
Weitz Investment Management
Nebraska
$75.4M -$43.2M -144,153 -36%
Caisse de Depot et Placement du Quebec (CDPQ)
86
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$75M -$8.55M -28,513 -10%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$74.8M -$962K -3,209 -1%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$72.4M -$602K -2,007 -0.8%
DC
89
Davenport & Co
Virginia
$72.2M -$2.98M -9,945 -4%
CI
90
Cooper Investors
Australia
$69.8M -$10.8M -36,131 -13%
MAMU
91
Marathon Asset Management (UK)
United Kingdom
$67.9M -$8.8M -29,344 -11%
RJA
92
Raymond James & Associates
Florida
$65.9M -$5.91M -19,702 -8%
OWP
93
Obermeyer Wealth Partners
Colorado
$63.1M +$412K +1,374 +0.7%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$61.7M +$1.27M +4,244 +2%
Renaissance Technologies
95
Renaissance Technologies
New York
$61.2M +$28.1M +93,800 +85%
Prudential Financial
96
Prudential Financial
New Jersey
$61.1M -$3.84M -12,814 -6%
Canada Pension Plan Investment Board
97
Canada Pension Plan Investment Board
Ontario, Canada
$60.3M -$3.42M -11,424 -5%
Citigroup
98
Citigroup
New York
$58.8M -$124M -414,244 -68%
PAMS
99
Pictet Asset Management (Switzerland)
Switzerland
$58.8M -$10.8M -35,860 -15%
EVM
100
Eaton Vance Management
Massachusetts
$58.4M +$1.56M +5,192 +3%

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.