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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
HPC
101
HM Payson & Co
Maine
$60.5M +$97.3K +294 +0.2%
CIBC Asset Management
102
CIBC Asset Management
Ontario, Canada
$57.2M -$1.51M -4,567 -3%
APG Asset Management
103
APG Asset Management
Netherlands
$56.3M +$4.9M +14,800 +9%
OWP
104
Obermeyer Wealth Partners
Colorado
$54.8M -$1.18M -3,562 -2%
SAM
105
Storebrand Asset Management
Norway
$52.5M +$1.87M +5,652 +4%
Acadian Asset Management
106
Acadian Asset Management
Massachusetts
$50.8M +$51.9M +156,824 New
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$50.7M -$1.08M -3,264 -2%
ZIG
108
Zurich Insurance Group
Switzerland
$49.3M -$34.4M -103,844 -41%
Kovitz Investment Group Partners
109
Kovitz Investment Group Partners
Illinois
$49.2M -$15.3M -46,149 -23%
PAM
110
Panagora Asset Management
Massachusetts
$48.7M -$8.05M -24,319 -14%
CS
111
Central Securities
New York
$48.6M
BCM
112
Bowie Capital Management
Texas
$47.7M -$1.95M -5,882 -4%
WIM
113
Weitz Investment Management
Nebraska
$46.9M
YL
114
YCG LLC
Texas
$46M -$71.5K -216 -0.2%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$44.1M +$15.3M +46,241 +52%
GIC
116
GFI Investment Counsel
Ontario, Canada
$42.3M +$2.28M +6,889 +6%
Allianz Asset Management
117
Allianz Asset Management
Germany
$42.2M +$10.6M +32,121 +33%
OCAM
118
Onex Canada Asset Management
Ontario, Canada
$41.9M -$3.72M -11,244 -8%
AQR Capital Management
119
AQR Capital Management
Connecticut
$41.1M -$735K -2,221 -2%
Millennium Management
120
Millennium Management
New York
$41.1M +$39.8M +120,229 +1,872%
RMDI
121
R.M. Davis Inc
Maine
$40M -$1.84M -5,556 -4%
Swedbank
122
Swedbank
Sweden
$40M +$173K +524 +0.4%
TH
123
TCTC Holdings
Texas
$38.9M
CS
124
Cannell & Spears
New York
$38.5M -$28.1K -85 -0.1%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$38.4M +$12.3M +37,110 +46%

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.