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464 hedge funds and large institutions have $22.9B invested in Aon in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 141 increasing their positions, 187 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $57.7M | Put options by funds: $28.2M

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

13% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $21.5B → $22.9B (+$1.41B)

0.97% more ownership

Funds ownership: 84.62%85.6% (+0.97%)

0% more funds holding

Funds holding: 464464 (0)

25% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 187

Holders
464
Holders Change
Holders Change %
0%
% of All Funds
13.34%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.8%
New
45
Increased
141
Reduced
187
Closed
40
Calls
$57.7M
Puts
$28.2M
Net Calls
+$29.5M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$1.32B -$122M -1,404,359 -9%
State Street
2
State Street
Massachusetts
$1.32B -$19.2M -221,378 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.32B +$29.5M +340,516 +2%
Artisan Partners
4
Artisan Partners
Wisconsin
$1.02B -$69.3M -800,109 -7%
Harris Associates
5
Harris Associates
Illinois
$918M +$113M +1,306,633 +15%
SAM
6
Southeastern Asset Management
Tennessee
$826M -$77.7M -897,470 -9%
LP
7
Longview Partners
Guernsey
$736M -$16.8M -193,830 -2%
BIT
8
BlackRock Institutional Trust
California
$720M -$19M -219,533 -3%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$647M -$832K -9,609 -0.1%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$640M -$22.2M -256,516 -3%
FPA
11
First Pacific Advisors
California
$595M
Ameriprise
12
Ameriprise
Minnesota
$585M +$116M +1,340,923 +26%
Norges Bank
13
Norges Bank
Norway
$533M -$63.8M -737,503 -11%
JHIU
14
Janus Henderson Investors US
Colorado
$520M +$167M +1,927,068 +50%
JP Morgan Chase
15
JP Morgan Chase
New York
$504M -$18.7M -215,536 -4%
Invesco
16
Invesco
Georgia
$461M -$68.7M -793,224 -13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$410M -$42.9M -495,441 -10%
AllianceBernstein
18
AllianceBernstein
Tennessee
$363M -$12.1M -139,278 -3%
Northern Trust
19
Northern Trust
Illinois
$341M -$15.3M -177,273 -4%
BFA
20
BlackRock Fund Advisors
California
$323M -$21.5M -248,003 -6%
FTCM
21
Fir Tree Capital Management
New York
$300M -$82.6M -954,000 -22%
TCM
22
Tran Capital Management
California
$293M -$5.98M -69,083 -2%
O
23
OppenheimerFunds
New York
$269M +$18.1M +208,640 +8%
Principal Financial Group
24
Principal Financial Group
Iowa
$245M +$228M +2,629,966 +2,936%
RFC
25
Russell Frank Company
Washington
$219M +$7.81M +90,195 +4%

AON Hedge Fund Activity: Q2 2014 in Review

464 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2014, worth a combined $22.9B — up 6.6% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AON positions and 40 closed out — a net gain of 5 holders — while 141 added to existing stakes and 187 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $228M. The largest seller was Eagle Capital Management (New York), cutting an estimated $122M.

  • 464 institutional investors held Aon (AON) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $22.9B of Aon stock for Q2 2014, up 6.6% quarter-over-quarter.
  • 45 funds opened new Aon positions in Q2 2014 and 40 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q2 2014 was Principal Financial Group, an estimated $228M added.
  • The largest Aon seller in Q2 2014 was Eagle Capital Management (New York), an estimated $122M sold.

Based on aggregated 13F filings for Q2 2014.