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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
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$38.5M -$6.48M -19,963 -15%
WJWM
127
Williams Jones Wealth Management
New York
$38.5M +$709K +2,182 +2%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$38.2M -$6.65M -20,465 -16%
DS
129
Dudley & Shanley
Florida
$38.2M -$32.5K -100 -0.1%
Asset Management One
130
Asset Management One
Japan
$36.8M -$76.6K -236 -0.2%
WPC
131
Waters Parkerson & Co
Louisiana
$35.6M -$480K -1,477 -1%
EAM
132
EULAV Asset Management
Florida
$35.1M
Franklin Resources
133
Franklin Resources
California
$34M -$9.44M -29,059 -23%
Allianz Asset Management
134
Allianz Asset Management
Germany
$33.9M +$5.22M +16,078 +20%
NOCM
135
Night Owl Capital Management
Connecticut
$33.4M -$908K -2,795 -3%
Victory Capital Management
136
Victory Capital Management
Texas
$33.3M -$11.9M -36,670 -28%
GIA
137
Gateway Investment Advisers
Ohio
$32.6M -$46.8K -144 -0.2%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$32.5M -$339K -1,045 -1%
MG
139
Markel Group
Virginia
$32.1M +$2.11M +6,500 +8%
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$31.9M +$4.31M +13,259 +17%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$30.9M +$14M +43,246 +94%
BCI
142
Brinker Capital Investments
Pennsylvania
$30.8M +$819K +2,523 +3%
OPS
143
Orion Portfolio Solutions
Nebraska
$30.8M +$819K +2,523 +3%
NIMI
144
Natixis Investment Managers International
France
$30.5M -$2.02M -6,215 -7%
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$30.3M +$8.26M +25,427 +41%
1832 Asset Management
146
1832 Asset Management
Ontario, Canada
$30.2M -$129K -396 -0.5%
TIM
147
Thornburg Investment Management
New Mexico
$30M -$6.06M -18,660 -18%
Ninety One (UK)
148
Ninety One (UK)
United Kingdom
$29.5M -$237K -730 -0.8%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$29.5M -$6.39M -19,671 -19%
BTCPP
150
Border to Coast Pensions Partnership
United Kingdom
$29.4M +$27.7M +85,176 New

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.