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501 hedge funds and large institutions have $22.7B invested in Aon in 2015 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 175 increasing their positions, 187 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $11.7M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

7% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 41

0% more funds holding

Funds holding: 501501 (0)

6% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 187

1.46% less ownership

Funds ownership: 86.23%84.77% (-1.5%)

6% less capital invested

Capital invested by funds: $24.1B → $22.7B (-$1.42B)

Holders
501
Holders Change
Holders Change %
0%
% of All Funds
13.99%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.59%
New
44
Increased
175
Reduced
187
Closed
41
Calls
$15.7M
Puts
$11.7M
Net Calls
+$4.01M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.72B -$1.88M -19,393 Closed
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.4B +$14.3M +147,523 +0.9%
State Street
3
State Street
Massachusetts
$1.21B -$6.4M -66,075 -0.5%
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.18B +$8.37M +86,467 +0.7%
Harris Associates
5
Harris Associates
Illinois
$1.04B -$19.7M -203,920 -2%
SAM
6
Southeastern Asset Management
Tennessee
$819M -$171M -1,768,922 -16%
Lazard Asset Management
7
Lazard Asset Management
New York
$801M +$213M +2,195,592 +32%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$715M -$5.11M -52,744 -0.6%
LP
9
Longview Partners
Guernsey
$671M -$22.8M -235,642 -3%
FPA
10
First Pacific Advisors
California
$659M +$27.6M +285,130 +4%
BIT
11
BlackRock Institutional Trust
California
$656M -$3.67M -37,906 -0.5%
Ameriprise
12
Ameriprise
Minnesota
$595M -$64.8M -669,678 -9%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$548M -$27.9M -288,311 -4%
Norges Bank
14
Norges Bank
Norway
$538M +$101M +1,042,500 +21%
Boston Partners
15
Boston Partners
Massachusetts
$512M +$23.3M +240,373 +4%
Principal Financial Group
16
Principal Financial Group
Iowa
$422M +$72.6M +750,020 +19%
Artisan Partners
17
Artisan Partners
Wisconsin
$372M -$40.1M -413,732 -9%
BFA
18
BlackRock Fund Advisors
California
$361M +$14.5M +150,022 +4%
Invesco
19
Invesco
Georgia
$360M -$3.72M -38,434 -0.9%
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$319M +$40.3M +416,611 +13%
Northern Trust
21
Northern Trust
Illinois
$318M -$3.33M -34,414 -0.9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$239M -$6.54M -67,592 -2%
AllianceBernstein
23
AllianceBernstein
Tennessee
$236M -$161M -1,663,293 -38%
AGA
24
Altrinsic Global Advisors
Connecticut
$223M +$11.6M +119,546 +5%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$214M -$40.8M -421,707 -15%

AON Hedge Fund Activity: Q3 2015 in Review

501 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2015, worth a combined $22.7B — down 5.9% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AON positions and 41 closed out — a net gain of 3 holders — while 175 added to existing stakes and 187 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $213M. The largest seller was Janus Henderson Investors US, cutting an estimated $370M.

  • 501 institutional investors held Aon (AON) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $22.7B of Aon stock for Q3 2015, down 5.9% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q3 2015 and 41 closed out, a net change of +3 holders.
  • The largest Aon buyer in Q3 2015 was Lazard Asset Management, an estimated $213M added.
  • The largest Aon seller in Q3 2015 was Janus Henderson Investors US, an estimated $370M sold.

Based on aggregated 13F filings for Q3 2015.