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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
176
Cullen/Frost Bankers
Texas
$9.59M +$2.94M +20,083 +48%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$9.46M +$775K +5,299 +9%
ProShare Advisors
178
ProShare Advisors
Maryland
$9.11M -$1.65M -11,289 -16%
CFG
179
Citizens Financial Group
Rhode Island
$9.08M -$152K -1,040 -2%
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$8.5M +$4.39M +30,007 +119%
ZIG
181
Zurich Insurance Group
Switzerland
$8.4M +$1.22M +8,311 +18%
TPSF
182
Texas Permanent School Fund
Texas
$8.38M -$760K -5,195 -9%
Daiwa Securities Group
183
Daiwa Securities Group
Japan
$8.13M -$2.03M -13,886 -21%
KPCM
184
Kings Point Capital Management
New York
$7.91M +$37.6K +257 +0.5%
JAM
185
JCIC Asset Management
Ontario, Canada
$7.9M -$24.4K -167 -0.3%
Financial Engines Advisors
186
Financial Engines Advisors
California
$7.84M -$133K -910 -2%
FTIOP
187
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.65M -$81K -554 -1%
OCM
188
Olstein Capital Management
New York
$7.49M -$1.8M -12,300 -20%
MLICM
189
Metropolitan Life Insurance Company (MetLife)
New York
$7.37M +$7.01M +47,917 New
SIM
190
Sentry Investment Management
Wisconsin
$7.27M +$663K +4,536 +11%
YIA
191
YHB Investment Advisors
Connecticut
$7.25M -$67.3K -460 -1%
AAF
192
Andra AP-fonden
Sweden
$7.15M -$497K -3,400 -7%
RS
193
Robeco Schweiz
Switzerland
$7.02M +$326K +2,230 +5%
SOADOR
194
State of Alaska Department of Revenue
Alaska
$7.02M +$43.7K +299 +0.7%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$7.01M -$6.58K -45 -0.1%
URS
196
Utah Retirement Systems
Utah
$6.97M +$14.6K +100 +0.2%
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$6.87M -$325K -2,219 -5%
GG
198
Greenwood Gearhart
Arkansas
$6.63M -$322K -2,200 -5%
Skandinaviska Enskilda Banken (SEB)
199
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.59M +$6.26M +42,833 New
Caisse de Depot et Placement du Quebec (CDPQ)
200
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.54M -$1.35M -9,200 -18%

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.