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Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
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
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
$272M
2
SGA
Sustainable Growth Advisers
Connecticut
$879M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$507M
4
Barclays
Barclays
United Kingdom
$287M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$1.43B

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$1.59B
2
Bank of America
Bank of America
North Carolina
$743M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$5.25B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$135M
5
FCM
Frontier Capital Management
Massachusetts
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1001
Globeflex Capital
California
$2.42K +$2.42K +7 New
AW
1002
Avion Wealth
Texas
$2K +$222 +1 +13%
POIA
1003
Pin Oak Investment Advisors
Texas
$2K +$2K +6 New
CP
1004
Castleview Partners
Texas
$1.73K -$3.11K -9 -64%
BCMLT
1005
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.73K – – –
DF
1006
DecisionPoint Financial
Arizona
$1.73K – – –
WWM
1007
Wolff Wiese Magana
California
$1.38K – – –
HWP
1008
Highline Wealth Partners
California
$1.38K – – –
FSWA
1009
Financial Synergies Wealth Advisors
Texas
$1.04K +$691 +2 +200%
TFA
1010
Transamerica Financial Advisors
Florida
$1K – – –
HBW
1011
Hazlett, Burt & Watson
West Virginia
$1K +$1K +3 New
SF
1012
Safeguard Financial
Wisconsin
$1K +$1K +4 New
CCMI
1013
Creative Capital Management Investments
California
$690 – – –
SIS
1014
Sound Income Strategies
Florida
$19 – – –
Acadian Asset Management
1015
Acadian Asset Management
Massachusetts
– -$65.7M -208,323 Closed
AGA
1016
Altrinsic Global Advisors
Connecticut
– -$40.1M -127,250 Closed
CW
1017
Connectus Wealth
Ohio
– -$35.1M -111,210 Closed
SO
1018
STRS Ohio
Ohio
– -$30.7M -97,473 Closed
Citadel Advisors
1019
Citadel Advisors
Florida
– -$23.7M -75,123 Closed
MAMU
1020
Marathon Asset Management (UK)
United Kingdom
– -$16.2M -51,538 Closed
Two Sigma Advisers
1021
Two Sigma Advisers
New York
– -$12.8M -40,600 Closed
FMI
1022
Factory Mutual Insurance
Massachusetts
– -$10.7M -34,000 Closed
BBA
1023
Baader Bank Aktiengesellschaft
Germany
– -$10M -31,781 Closed
WBC
1024
Westpac Banking Corp
Australia
– -$8.08M -25,626 Closed
HF
1025
HRT Financial
New York
– -$6.69M -21,221 Closed
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