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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
DB
126
Danske Bank
Denmark
$38.1M +$35.4M +114,244 New
Nomura Asset Management
127
Nomura Asset Management
Japan
$37.7M +$13.8M +44,539 +65%
OWP
128
Obermeyer Wealth Partners
Colorado
$37.6M -$16.3M -52,722 -32%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$37M -$301K -970 -0.9%
MG
130
Markel Group
Virginia
$36.7M +$1.46M +4,700 +4%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$36.2M -$3.26M -10,511 -9%
ICP
132
Ironvine Capital Partners
Nebraska
$36.1M +$70.7K +228 +0.2%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$36M -$107M -345,559 -76%
Swedbank
134
Swedbank
Sweden
$34.8M -$7.93M -25,581 -20%
WJWM
135
Williams Jones Wealth Management
New York
$34.6M -$2.9M -9,340 -8%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$34.5M +$4.25M +13,707 +15%
IIM
137
INTECH Investment Management
Florida
$34.3M +$11.3M +36,387 +55%
Verition Fund Management
138
Verition Fund Management
Connecticut
$34.1M +$29.5M +95,241 +1,352%
WPC
139
Waters Parkerson & Co
Louisiana
$34M +$113K +365 +0.4%
PTC
140
Petrus Trust Company
Texas
$33.9M +$66.7K +215 +0.2%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.6M -$2.53M -8,165 -7%
DS
142
Dudley & Shanley
Florida
$33.5M -$2.37M -7,650 -7%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$33.4M -$4.27M -13,765 -12%
CW
144
Connectus Wealth
Ohio
$33M -$71K -229 -0.2%
Citadel Advisors
145
Citadel Advisors
Florida
$32.4M -$42.9M -138,214 -59%
CWM
146
CIBC World Markets
New York
$31.7M +$15M +48,356 +104%
GIA
147
Gateway Investment Advisers
Ohio
$31.3M -$930 -3 -0%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$30.4M +$164K +530 +0.6%
AQR Capital Management
149
AQR Capital Management
Connecticut
$29.6M -$7.69M -24,800 -22%
Squarepoint
150
Squarepoint
New York
$29M -$44.2M -142,450 -62%

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.