We are live on ! Find out more

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
BC
201
Brinker Capital
Pennsylvania
$5.67M +$237K +1,680 +4%
PGFC
202
Peapack-Gladstone Financial Corp
New Jersey
$5.66M -$12.7K -90 -0.2%
MC
203
MRJ Capital
New York
$5.43M -$24.4K -173 -0.4%
BRC
204
Bishop Rock Capital
New York
$5.4M +$353K +2,507 +7%
MSV
205
MN Services Vermogensbeheer
Netherlands
$5.4M
NAM
206
Nissay Asset Management
Japan
$5.38M -$199K -1,414 -3%
US Bancorp
207
US Bancorp
Minnesota
$5.31M -$248K -1,762 -4%
AB
208
Amalgamated Bank
New York
$5.23M +$249K +1,768 +5%
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$5.17M -$160K -1,138 -3%
VHAM
210
Van Hulzen Asset Management
California
$5.12M +$5.26M +37,330 New
FNBOO
211
First National Bank of Omaha
Nebraska
$5.09M -$86.9K -617 -2%
MG
212
Markel Group
Virginia
$5.08M
CIM
213
Contravisory Investment Management
Massachusetts
$4.96M -$52.8K -375 -1%
ACA
214
Anchor Capital Advisors
Massachusetts
$4.76M -$137K -972 -3%
Walleye Trading
215
Walleye Trading
New York
$4.74M +$4.87M +34,551 New
CWM
216
CIBC World Markets
New York
$4.74M +$370K +2,626 +8%
MSA
217
Mason Street Advisors
Wisconsin
$4.71M +$1.97K +14 +0%
KCM
218
Kornitzer Capital Management
Kansas
$4.66M
AHB
219
Abner Herrman & Brock
New Jersey
$4.62M -$89.9K -638 -2%
QT
220
Quantbot Technologies
New York
$4.61M +$3.4M +24,112 +254%
SLAM
221
Swiss Life Asset Management
$4.6M -$2.82K -20 -0.1%
SAM
222
Silvercrest Asset Management
New York
$4.53M +$1.78M +12,662 +62%
MOACM
223
Mutual of America Capital Management
New York
$4.32M +$5.35K +38 +0.1%
BF
224
BOK Financial
Oklahoma
$4.26M +$180K +1,275 +4%
B
225
BP
United Kingdom
$4.12M

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.