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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$4.53B -$117M -530,798 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.01B -$34.3M -155,608 -0.9%
BlackRock
3
BlackRock
New York
$3.93B -$52.8M -239,870 -1%
State Street
4
State Street
Massachusetts
$2.14B +$78.1M +354,887 +4%
Capital International Investors
5
Capital International Investors
California
$2.03B -$268M -1,216,687 -12%
Eagle Capital Management (New York)
6
Eagle Capital Management (New York)
New York
$1.52B -$122M -553,338 -8%
Lazard Asset Management
7
Lazard Asset Management
New York
$1.37B +$94.1M +427,479 +8%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$1.34B +$50.8M +230,956 +4%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$1.11B +$81.3M +369,482 +8%
WCM Investment Management
10
WCM Investment Management
California
$1.05B +$27M +122,633 +3%
Berkshire Hathaway
11
Berkshire Hathaway
Nebraska
$943M +$902M +4,096,146 New
Neuberger Berman Group
12
Neuberger Berman Group
New York
$923M +$99.5M +451,871 +13%
LP
13
Longview Partners
Guernsey
$841M -$166M -756,081 -17%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$823M +$1.19M +5,393 +0.2%
IFP
15
Independent Franchise Partners
United Kingdom
$780M +$11.7M +53,103 +2%
Bank of America
16
Bank of America
North Carolina
$662M +$47.1M +213,763 +8%
Northern Trust
17
Northern Trust
Illinois
$661M -$10.2M -46,225 -2%
FCM
18
Farallon Capital Management
California
$565M +$40.2M +182,680 +8%
Artisan Partners
19
Artisan Partners
Wisconsin
$550M -$338M -1,536,094 -39%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$546M +$29M +131,890 +6%
EIG
21
EdgePoint Investment Group
Ontario, Canada
$540M +$72M +327,210 +16%
Viking Global Investors
22
Viking Global Investors
Connecticut
$496M -$91.6M -416,131 -16%
Capital World Investors
23
Capital World Investors
California
$445M -$1.12B -5,091,689 -72%
Principal Financial Group
24
Principal Financial Group
Iowa
$405M -$106M -482,019 -22%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$405M -$21.6M -98,061 -5%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.