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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
BC
201
Brinker Capital
Pennsylvania
$6.5M +$133K +909 +2%
SLAM
202
Swiss Life Asset Management
$6.47M +$1.26M +8,600 +26%
Nomura Asset Management
203
Nomura Asset Management
Japan
$6.38M -$116K -796 -2%
MC
204
MRJ Capital
New York
$6.34M +$234K +1,600 +4%
PGFC
205
Peapack-Gladstone Financial Corp
New Jersey
$6.22M -$115K -789 -2%
ECM
206
Element Capital Management
New York
$6.13M +$5.83M +39,831 New
BRC
207
Bishop Rock Capital
New York
$6.12M +$63.3K +433 +1%
MSV
208
MN Services Vermogensbeheer
Netherlands
$6.05M
VHAM
209
Van Hulzen Asset Management
California
$6.04M +$289K +1,975 +5%
US Bancorp
210
US Bancorp
Minnesota
$5.94M -$6.14K -42 -0.1%
SAM
211
Sompo Asset Management
Japan
$5.92M +$3.18M +21,770 +130%
MG
212
Markel Group
Virginia
$5.69M
AB
213
Amalgamated Bank
New York
$5.68M -$172K -1,178 -3%
FNBOO
214
First National Bank of Omaha
Nebraska
$5.67M -$36.7K -251 -0.7%
Mitsubishi UFJ Asset Management
215
Mitsubishi UFJ Asset Management
Japan
$5.62M -$162K -1,110 -3%
CIM
216
Contravisory Investment Management
Massachusetts
$5.38M -$165K -1,126 -3%
First Trust Advisors
217
First Trust Advisors
Illinois
$5.38M -$1.4M -9,557 -21%
MSA
218
Mason Street Advisors
Wisconsin
$5.25M -$28.4K -194 -0.6%
HSBC Holdings
219
HSBC Holdings
United Kingdom
$5.24M -$3.81M -26,048 -43%
SAM
220
Silvercrest Asset Management
New York
$5.24M +$158K +1,079 +3%
ACA
221
Anchor Capital Advisors
Massachusetts
$5.24M -$94.3K -645 -2%
KCM
222
Kornitzer Capital Management
Kansas
$5.23M
AHB
223
Abner Herrman & Brock
New Jersey
$5.15M -$23.1K -158 -0.5%
CWM
224
CIBC World Markets
New York
$4.92M -$374K -2,560 -7%
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$4.91M +$2.71M +18,527 +138%

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.