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632 hedge funds and large institutions have $28.2B invested in Aon in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 188 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $135M | Put options by funds: $26.3M

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% less funds holding

Funds holding: 633632 (-1)

5% less capital invested

Capital invested by funds: $29.5B → $28.2B (-$1.34B)

1.38% less ownership

Funds ownership: 85.49%84.11% (-1.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

25% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 250

Holders
632
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14.47%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
61
Increased
188
Reduced
250
Closed
56
Calls
$135M
Puts
$26.3M
Net Calls
+$109M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$7.71M -$43K -305 -0.5%
Financial Engines Advisors
177
Financial Engines Advisors
California
$7.12M +$244K +1,734 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
178
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.1M -$1.92M -13,600 -21%
JAM
179
JCIC Asset Management
Ontario, Canada
$7.07M +$4.51K +32 +0.1%
KPCM
180
Kings Point Capital Management
New York
$7.02M +$136K +966 +2%
FTIOP
181
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.9M -$201K -1,424 -3%
TAF
182
Tredje AP-fonden
Sweden
$6.86M -$2.83M -20,089 -29%
AAF
183
Andra AP-fonden
Sweden
$6.84M +$225K +1,600 +3%
SFM
184
Soros Fund Management
New York
$6.53M +$4.45M +31,561 +197%
YIA
185
YHB Investment Advisors
Connecticut
$6.53M -$148K -1,050 -2%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$6.43M -$185K -1,313 -3%
ZIG
187
Zurich Insurance Group
Switzerland
$6.36M -$767K -5,443 -11%
MPM
188
Meritage Portfolio Management
Kansas
$6.35M -$56.6K -402 -0.9%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$6.26M -$51.1K -363 -0.8%
LCM
190
Lomas Capital Management
New York
$6.23M +$6.4M +45,444 New
SOADOR
191
State of Alaska Department of Revenue
Alaska
$6.22M +$935K +6,640 +17%
GG
192
Greenwood Gearhart
Arkansas
$6.21M +$45.8K +325 +0.7%
URS
193
Utah Retirement Systems
Utah
$6.21M -$141K -1,000 -2%
First Trust Advisors
194
First Trust Advisors
Illinois
$6.11M +$4.42M +31,385 +239%
EGM
195
Engineers Gate Manager
New York
$6.04M -$442K -3,139 -7%
SIM
196
Sentry Investment Management
Wisconsin
$5.86M -$670K -4,754 -10%
RS
197
Robeco Schweiz
Switzerland
$5.84M +$186K +1,318 +3%
Nomura Asset Management
198
Nomura Asset Management
Japan
$5.8M +$54.9K +390 +0.9%
CFB
199
Cullen/Frost Bankers
Texas
$5.79M +$3.52M +24,971 +145%
SCM
200
Stevens Capital Management
Pennsylvania
$5.77M +$5.93M +42,065 New

AON Hedge Fund Activity: Q2 2018 in Review

632 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2018, worth a combined $28.2B — down 4.6% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AON positions and 56 closed out — a net gain of 5 holders — while 188 added to existing stakes and 250 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $202M. The largest seller was Principal Financial Group, cutting an estimated $335M.

  • 632 institutional investors held Aon (AON) as of Q2 2018, down from 633 in Q1 2018.
  • Funds reported $28.2B of Aon stock for Q2 2018, down 4.6% quarter-over-quarter.
  • 61 funds opened new Aon positions in Q2 2018 and 56 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q2 2018 was Massachusetts Financial Services, an estimated $202M added.
  • The largest Aon seller in Q2 2018 was Principal Financial Group, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2018.