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Aon
AON

457 hedge funds and large institutions have $21.4B invested in Aon in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 124 increasing their positions, 194 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 30

15% more capital invested

Capital invested by funds: $18.6B → $21.4B (+$2.8B)

13% more funds holding in top 10

Funds holding in top 10: 24 → 27 (+3)

10% more funds holding

Funds holding: 417 → 457 (+40)

3.35% more ownership

Funds ownership: 81.62% → 84.97% (+3.3%)

15% less call options, than puts

Call options by funds: $218M | Put options by funds: $255M

36% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 194

Holders
457
Holders Change
+40
Holders Change %
+9.59%
% of All Funds
13.27%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.78%
New
73
Increased
124
Reduced
194
Closed
30
Calls
$218M
Puts
$255M
Net Calls
-$37.4M
Net Calls Change
+$45.7M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$544M
2
TCM
Tran Capital Management
California
+$258M
3
JP Morgan Chase
JP Morgan Chase
New York
+$218M
4
O
OppenheimerFunds
New York
+$178M
5
Wells Fargo
Wells Fargo
California
+$148M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$411M
2
Artisan Partners
Artisan Partners
Wisconsin
-$132M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$130M
4
Norges Bank
Norges Bank
Norway
-$118M
5
FTCM
Fir Tree Capital Management
New York
-$85.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$1.34B -$14M -176,859 -1%
State Street
2
State Street
Massachusetts
$1.29B +$5.09M +64,251 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.17B -$7.35M -92,846 -0.7%
Artisan Partners
4
Artisan Partners
Wisconsin
$1.14B -$132M -1,670,091 -11%
SAM
5
Southeastern Asset Management
Tennessee
$867M -$411M -5,185,844 -33%
Harris Associates
6
Harris Associates
Illinois
$753M +$544M +6,861,420 +325%
LP
7
Longview Partners
Guernsey
$707M +$26.6M +335,210 +4%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$700M -$7.27M -91,832 -1%
BIT
9
BlackRock Institutional Trust
California
$687M -$22.3M -281,178 -3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$612M -$51M -643,401 -8%
Norges Bank
11
Norges Bank
Norway
$610M -$118M -1,489,851 -17%
FPA
12
First Pacific Advisors
California
$532M -$40.2M -507,700 -7%
Invesco
13
Invesco
Georgia
$492M -$70.7M -892,062 -13%
JP Morgan Chase
14
JP Morgan Chase
New York
$483M +$218M +2,757,032 +92%
Ameriprise
15
Ameriprise
Minnesota
$443M -$51.9M -654,708 -11%
AllianceBernstein
16
AllianceBernstein
Tennessee
$407M +$37.9M +478,978 +11%
FTCM
17
Fir Tree Capital Management
New York
$380M -$85.5M -1,079,020 -19%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$372M -$9.55M -120,523 -3%
Northern Trust
19
Northern Trust
Illinois
$325M -$2.48M -31,308 -0.8%
BFA
20
BlackRock Fund Advisors
California
$315M +$11.4M +144,397 +4%
NIMC
21
NWQ Investment Management Company
California
$282M -$15.3M -193,387 -5%
TCM
22
Tran Capital Management
California
$273M +$258M +3,253,911 New
Wells Fargo
23
Wells Fargo
California
$213M +$148M +1,865,498 +277%
O
24
OppenheimerFunds
New York
$211M +$178M +2,240,970 +831%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$181M +$1.09M +13,754 +0.6%
1
2 3 4 5

AON Hedge Fund Activity: Q4 2013 in Review

457 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2013, worth a combined $21.4B — up 15% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AON positions and 30 closed out — a net gain of 43 holders — while 124 added to existing stakes and 194 trimmed.

The largest buyer was Harris Associates, adding an estimated $544M. The largest seller was Southeastern Asset Management, cutting an estimated $411M.

  • 457 institutional investors held Aon (AON) as of Q4 2013, up from 417 in Q3 2013.
  • Funds reported $21.4B of Aon stock for Q4 2013, up 15% quarter-over-quarter.
  • 73 funds opened new Aon positions in Q4 2013 and 30 closed out, a net change of +43 holders.
  • The largest Aon buyer in Q4 2013 was Harris Associates, an estimated $544M added.
  • The largest Aon seller in Q4 2013 was Southeastern Asset Management, an estimated $411M sold.

Based on aggregated 13F filings for Q4 2013.