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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
Twin Tree Management
1076
Twin Tree Management
Texas
-$254K -737 Closed
HI
1077
Hendershot Investments
Virginia
-$242K -700 Closed
SB
1078
Simmons Bank
Arkansas
-$237K -687 Closed
CPIG
1079
Chicago Partners Investment Group
Illinois
-$213K -658 Closed
CRC
1080
Curi RMB Capital
Illinois
-$223K -647 Closed
LI
1081
LMCG Investments
Massachusetts
-$221K -639 Closed
FSA
1082
Fort Sheridan Advisors
Illinois
-$213K -618 Closed
PFPT
1083
Pinnacle Financial Partners (Tennessee)
Tennessee
-$213K -618 Closed
MP
1084
McDonald Partners
Ohio
-$210K -608 Closed
MWA
1085
Meridian Wealth Advisors
Texas
-$209K -604 Closed
NFC
1086
Northeast Financial Consultants
Connecticut
-$207K -600 Closed
FCI
1087
Financial Counselors Inc
Kansas
-$207K -599 Closed
RCAG
1088
Rehmann Capital Advisory Group
Michigan
-$207K -598 Closed
MMM
1089
Mendel Money Management
Illinois
-$205K -593 Closed
P
1090
Palladiem
Pennsylvania
-$204K -590 Closed
CMF
1091
Counterpoint Mutual Funds
California
-$128K -370 Closed
TAIM
1092
TD Ameritrade Investment Management
Nebraska
-$122K -354 Closed
CFO
1093
CVA Family Office
Colorado
-$115K -334 Closed
FA
1094
Fiduciary Alliance
South Carolina
-$95.6K -277 Closed
SSG
1095
Summit Securities Group
New York
-$93K -268 Closed
HFM
1096
Harvest Fund Management
China
-$88K -255 Closed
AS
1097
Altshuler Shaham
Israel
-$40.4K -117 Closed
QL
1098
Quarry LP
New York
-$33.5K -97 Closed
HDIM
1099
Hanson & Doremus Investment Management
Vermont
-$29K -85 Closed
ODG
1100
O'Dell Group
Ohio
-$23.1K -67 Closed

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.