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451 hedge funds and large institutions have $21.4B invested in Aon in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $161M | Put options by funds: $86.5M

1.32% less ownership

Funds ownership: 85.6%84.27% (-1.3%)

3% less funds holding

Funds holding: 464451 (-13)

6% less capital invested

Capital invested by funds: $22.9B → $21.4B (-$1.47B)

13% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 179

14% less funds holding in top 10

Funds holding in top 10: 2824 (-4)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

Holders
451
Holders Change
-13
Holders Change %
-2.8%
% of All Funds
13.09%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.7%
New
27
Increased
156
Reduced
179
Closed
39
Calls
$161M
Puts
$86.5M
Net Calls
+$74.1M
Net Calls Change
+$44.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.31B +$25.5M +292,563 +2%
State Street
2
State Street
Massachusetts
$1.3B +$14.7M +168,535 +1%
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$1.29B +$1.2M +13,782 +0.1%
Harris Associates
4
Harris Associates
Illinois
$951M +$56.5M +647,162 +6%
Artisan Partners
5
Artisan Partners
Wisconsin
$943M -$49M -561,623 -5%
SAM
6
Southeastern Asset Management
Tennessee
$750M -$54.1M -618,990 -7%
LP
7
Longview Partners
Guernsey
$706M -$10.4M -119,044 -1%
BIT
8
BlackRock Institutional Trust
California
$688M -$13.4M -153,946 -2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$685M +$62.6M +717,056 +10%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$636M +$5.65M +64,732 +0.9%
Ameriprise
11
Ameriprise
Minnesota
$622M +$51.8M +592,727 +9%
FPA
12
First Pacific Advisors
California
$584M +$4.58M +52,400 +0.8%
JHIU
13
Janus Henderson Investors US
Colorado
$578M +$70.1M +802,958 +14%
Invesco
14
Invesco
Georgia
$434M -$14.6M -166,685 -3%
JP Morgan Chase
15
JP Morgan Chase
New York
$411M -$78.2M -895,659 -16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$386M -$13.1M -150,204 -3%
AllianceBernstein
17
AllianceBernstein
Tennessee
$376M +$22.5M +258,109 +6%
Northern Trust
18
Northern Trust
Illinois
$329M -$2.39M -27,386 -0.7%
BFA
19
BlackRock Fund Advisors
California
$321M +$6.38M +73,107 +2%
TCM
20
Tran Capital Management
California
$273M -$12.5M -143,508 -4%
O
21
OppenheimerFunds
New York
$258M -$3.7M -42,380 -1%
Norges Bank
22
Norges Bank
Norway
$241M -$276M -3,163,476 -54%
Principal Financial Group
23
Principal Financial Group
Iowa
$239M +$361K +4,139 +0.2%
Mawer Investment Management
24
Mawer Investment Management
Alberta, Canada
$232M +$21M +240,319 +10%
RFC
25
Russell Frank Company
Washington
$205M -$8.52M -97,591 -4%

AON Hedge Fund Activity: Q3 2014 in Review

451 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2014, worth a combined $21.4B — down 6.4% from $22.9B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AON and 27 opened new positions — a net loss of 12 holders — while 179 trimmed existing stakes and 156 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $145M. The largest seller was Fir Tree Capital Management, exiting entirely with an estimated $300M sold.

  • 451 institutional investors held Aon (AON) as of Q3 2014, down from 464 in Q2 2014.
  • Funds reported $21.4B of Aon stock for Q3 2014, down 6.4% quarter-over-quarter.
  • 27 funds opened new Aon positions in Q3 2014 and 39 closed out, a net change of -12 holders.
  • The largest Aon buyer in Q3 2014 was Viking Global Investors, an estimated $145M added.
  • The largest Aon seller in Q3 2014 was Fir Tree Capital Management, an estimated $300M sold.

Based on aggregated 13F filings for Q3 2014.