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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
DI
1001
Disciplined Investments
Oklahoma
$2.76K -$325 -1 -11%
CTB
1002
Country Trust Bank
Illinois
$2.76K
AWM
1003
Atticus Wealth Management
Florida
$2.42K +$2.27K +7 New
SS
1004
Sunbelt Securities
Texas
$2.42K +$1.95K +6 +600%
GC
1005
Globeflex Capital
California
$2.42K +$2.27K +7 New
AW
1006
Avion Wealth
Texas
$2K +$325 +1 +13%
POIA
1007
Pin Oak Investment Advisors
Texas
$2K +$1.95K +6 New
CP
1008
Castleview Partners
Texas
$1.73K -$2.92K -9 -64%
BCMLT
1009
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.73K
DF
1010
DecisionPoint Financial
Arizona
$1.73K
HWP
1011
Highline Wealth Partners
California
$1.38K
WWM
1012
Wolff Wiese Magana
California
$1.38K
FSWA
1013
Financial Synergies Wealth Advisors
Texas
$1.04K +$650 +2 +200%
TFA
1014
Transamerica Financial Advisors
Florida
$1K
HBW
1015
Hazlett, Burt & Watson
West Virginia
$1K +$974 +3 New
SF
1016
Safeguard Financial
Wisconsin
$1K +$1.3K +4 New
CCMI
1017
Creative Capital Management Investments
California
$690
SIS
1018
Sound Income Strategies
Florida
$19
Acadian Asset Management
1019
Acadian Asset Management
Massachusetts
-$65.7M -208,323 Closed
AGA
1020
Altrinsic Global Advisors
Connecticut
-$40.1M -127,250 Closed
CW
1021
Connectus Wealth
Ohio
-$35.1M -111,210 Closed
SO
1022
STRS Ohio
Ohio
-$30.7M -97,473 Closed
Citadel Advisors
1023
Citadel Advisors
Florida
-$24.4M -75,123 Closed
MAMU
1024
Marathon Asset Management (UK)
United Kingdom
-$16.2M -51,538 Closed
Two Sigma Advisers
1025
Two Sigma Advisers
New York
-$12.8M -40,600 Closed

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.