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1,080 hedge funds and large institutions have $57.3B invested in Aon in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 355 increasing their positions, 415 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $199M | Put options by funds: $131M

39% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 96

11% more capital invested

Capital invested by funds: $51.5B → $57.3B (+$5.75B)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

2% more funds holding

Funds holding: 1,0581,080 (+22)

1.85% less ownership

Funds ownership: 88.45%86.6% (-1.8%)

14% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 415

Holders
1,080
Holders Change
+22
Holders Change %
+2.08%
% of All Funds
15.56%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
133
Increased
355
Reduced
415
Closed
96
Calls
$199M
Puts
$131M
Net Calls
+$68M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1126
Arete Wealth Advisors
Illinois
-$522K -1,794 Closed
NEI
1127
Northwest & Ethical Investments
Ontario, Canada
-$507K -1,741 Closed
HI
1128
Hudock Inc
Pennsylvania
-$504K -1,731 Closed
PAS
1129
Point72 Asia (Singapore)
Singapore
-$502K -1,724 Closed
BWCS
1130
Beirne Wealth Consulting Services
Connecticut
-$443K -1,520 Closed
IG
1131
ING Group
Netherlands
-$441K -1,517 Closed
CPRC
1132
Consolidated Portfolio Review Corp
New York
-$432K -1,485 Closed
LCGC
1133
Legacy Capital Group California
California
-$405K -1,392 Closed
ClearBridge Investments
1134
ClearBridge Investments
New York
-$392K -1,347 Closed
BHCM
1135
Brevan Howard Capital Management
Jersey
-$376K -1,293 Closed
LCWP
1136
Legacy Capital Wealth Partners
Arkansas
-$345K -1,185 Closed
OPPS
1137
Obsidian Personal Planning Solutions
Maryland
-$333K -1,145 Closed
PRC
1138
Pearl River Capital
Michigan
-$318K -1,094 Closed
IWM
1139
IHT Wealth Management
Illinois
-$308K -1,057 Closed
AAS
1140
Ameritas Advisory Services
Nebraska
-$308K -1,019 Closed
VBCG
1141
Valley Brook Capital Group
Pennsylvania
-$291K -1,000 Closed
FNBOO
1142
First National Bank of Omaha
Nebraska
-$291K -999 Closed
SI
1143
Symmetry Investments
Jersey
-$286K -984 Closed
GCIM
1144
Gunn & Company Investment Management
Florida
-$281K -965 Closed
MC
1145
Maverick Capital
Texas
-$263K -904 Closed
SGAM
1146
Smith Group Asset Management
Texas
-$257K -882 Closed
SP
1147
Systematic Portfolios
New York
-$234K -805 Closed
CW
1148
Channel Wealth
California
-$214K -736 Closed
SRL
1149
Scientech Research LLC
New Jersey
-$206K -709 Closed
PE
1150
Point72 Europe
United Kingdom
-$130K -445 Closed

AON Hedge Fund Activity: Q1 2024 in Review

1,080 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2024, worth a combined $57.3B — up 11% from $51.5B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AON positions and 96 closed out — a net gain of 37 holders — while 355 added to existing stakes and 415 trimmed.

The largest buyer was BlackRock, adding an estimated $327M. The largest seller was Morgan Stanley, cutting an estimated $1.6B.

  • 1,080 institutional investors held Aon (AON) as of Q1 2024, up from 1,058 in Q4 2023.
  • Funds reported $57.3B of Aon stock for Q1 2024, up 11% quarter-over-quarter.
  • 133 funds opened new Aon positions in Q1 2024 and 96 closed out, a net change of +37 holders.
  • The largest Aon buyer in Q1 2024 was BlackRock, an estimated $327M added.
  • The largest Aon seller in Q1 2024 was Morgan Stanley, an estimated $1.6B sold.

Based on aggregated 13F filings for Q1 2024.