We are live on ! Find out more
AON icon

Aon
AON

501 hedge funds and large institutions have $24.1B invested in Aon in 2015 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 51

4% more capital invested

Capital invested by funds: $23.3B → $24.1B (+$843M)

1% more funds holding

Funds holding: 498 → 501 (+3)

0.4% less ownership

Funds ownership: 86.63% → 86.23% (-0.4%)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

51% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $59.8M

Holders
501
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
13.5%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
60
Increased
161
Reduced
186
Closed
51
Calls
$29.3M
Puts
$59.8M
Net Calls
-$30.5M
Net Calls Change
+$22M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$362M
2
SAM
Southeastern Asset Management
Tennessee
+$354M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$106M
4
Boston Partners
Boston Partners
Massachusetts
+$93.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$59.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$473M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$110M
3
State Street
State Street
Massachusetts
-$77.3M
4
Deutsche Bank
Deutsche Bank
Germany
-$62.4M
5
Axa
Axa
France
-$56.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
201
Citigroup
New York
$4.31M -$1.54M -15,429 -26%
OPERF
202
Oregon Public Employees Retirement Fund
Oregon
$4.3M +$20K +200 +0.5%
US Bancorp
203
US Bancorp
Minnesota
$4.17M +$161K +1,609 +4%
AAF
204
Andra AP-fonden
Sweden
$4.02M -$1.87M -18,700 -32%
PCM
205
Portolan Capital Management
Massachusetts
$3.97M +$600K +6,000 +18%
SAM
206
Silvercrest Asset Management
New York
$3.72M +$209K +2,090 +6%
MSA
207
Mason Street Advisors
Wisconsin
$3.62M +$18.5K +185 +0.5%
EFEM
208
Eos Focused Equity Management
New York
$3.55M – – –
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$3.52M -$116K -1,160 -3%
SCP
210
Scoria Capital Partners
Connecticut
$3.49M – – –
M&T Bank
211
M&T Bank
New York
$3.4M +$39.6K +396 +1%
EDRE
212
Edmond de Rothschild (Europe)
Luxembourg
$3.4M +$3.41M +34,077 New
EDRH
213
Edmond de Rothschild Holding
Switzerland
$3.4M +$3.41M +34,077 New
AHC
214
Anderson Hoagland & Co
Missouri
$3.35M -$3.5K -35 -0.1%
Nomura Asset Management
215
Nomura Asset Management
Japan
$3.25M +$100K +1,000 +3%
SAM
216
Strategy Asset Managers
California
$3.25M -$30.1K -301 -0.9%
KCM
217
Kornitzer Capital Management
Kansas
$3.19M – – –
SLI
218
Sumitomo Life Insurance
Japan
$3.17M -$393K -3,931 -11%
COPPSERS
219
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.15M -$51.3K -513 -2%
PI
220
Putnam Investments
Massachusetts
$3.09M -$25.2M -251,348 -89%
NPIT
221
National Penn Investors Trust
Pennsylvania
$3.04M +$111K +1,112 +4%
WAM
222
World Asset Management
Michigan
$2.96M -$306K -3,056 -9%
NMERB
223
New Mexico Educational Retirement Board
New Mexico
$2.95M -$350K -3,500 -11%
MI
224
Markston International
New York
$2.95M -$742K -7,410 -20%
CA
225
Commerzbank Aktiengesellschaft
Germany
$2.93M -$292K -2,919 -9%
7 8
9
10 11

AON Hedge Fund Activity: Q2 2015 in Review

501 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2015, worth a combined $24.1B — up 3.6% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AON positions and 51 closed out — a net gain of 9 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $362M. The largest seller was JP Morgan Chase, cutting an estimated $473M.

  • 501 institutional investors held Aon (AON) as of Q2 2015, up from 498 in Q1 2015.
  • Funds reported $24.1B of Aon stock for Q2 2015, up 3.6% quarter-over-quarter.
  • 60 funds opened new Aon positions in Q2 2015 and 51 closed out, a net change of +9 holders.
  • The largest Aon buyer in Q2 2015 was Lazard Asset Management, an estimated $362M added.
  • The largest Aon seller in Q2 2015 was JP Morgan Chase, an estimated $473M sold.

Based on aggregated 13F filings for Q2 2015.