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1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$91.1M -$36.9M -111,671 -28%
CIC
77
Chilton Investment Company
Connecticut
$90.4M +$688K +2,080 +0.8%
Citigroup
78
Citigroup
New York
$89.5M +$33M +99,754 +57%
DZ Bank
79
DZ Bank
Germany
$88.7M -$60.7M -183,593 -40%
DC
80
Davenport & Co
Virginia
$87M +$17.2M +51,838 +24%
FCM
81
Frontier Capital Management
Massachusetts
$82.5M -$29.6M -89,415 -26%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$80M +$2.19M +6,617 +3%
AllianceBernstein
83
AllianceBernstein
Tennessee
$76.6M -$11.1M -33,510 -12%
AIM
84
Artemis Investment Management
United Kingdom
$74.7M -$10.7M -32,422 -12%
NC
85
Nicholas Company
Wisconsin
$74M
Assenagon Asset Management
86
Assenagon Asset Management
Luxembourg
$73.7M +$73.8M +223,114 +5,152%
BRIM
87
Broad Run Investment Management
Virginia
$70.4M -$3.94M -11,899 -5%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$69.7M +$42.1M +127,203 +145%
Schroder Investment Management Group
89
Schroder Investment Management Group
United Kingdom
$69.5M +$120K +363 +0.2%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$68.2M -$3.01M -9,100 -4%
PCH
91
Polar Capital Holdings
United Kingdom
$66.5M -$8.27M -25,000 -11%
UBS Group
92
UBS Group
Switzerland
$66.4M -$11.5M -34,876 -15%
JHP
93
James Hambro & Partners
United Kingdom
$66M +$67.4M +203,626 New
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$65.9M -$2.88M -8,699 -4%
Pictet Asset Management
95
Pictet Asset Management
Switzerland
$64.7M +$66M +199,461 New
VAM
96
Vontobel Asset Management
New York
$64.6M -$5.89M -17,788 -8%
Stifel Financial
97
Stifel Financial
Missouri
$63.2M +$111K +336 +0.2%
Korea Investment Corp
98
Korea Investment Corp
South Korea
$63.2M -$3.23M -9,774 -5%
Aviva
99
Aviva
United Kingdom
$62M +$4.56M +13,795 +8%
RJA
100
Raymond James & Associates
Florida
$61.6M -$2.7M -8,161 -4%

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.