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989 hedge funds and large institutions have $56.2B invested in Aon in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 282 increasing their positions, 381 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 61

15% more call options, than puts

Call options by funds: $176M | Put options by funds: $154M

9% more funds holding

Funds holding: 909989 (+80)

1% less capital invested

Capital invested by funds: $56.9B → $56.2B (-$718M)

3.15% less ownership

Funds ownership: 88.41%85.25% (-3.2%)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

26% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 381

Holders
989
Holders Change
+80
Holders Change %
+8.8%
% of All Funds
15.22%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.43%
New
153
Increased
282
Reduced
381
Closed
61
Calls
$176M
Puts
$154M
Net Calls
+$22.4M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$5.43B -$184M -612,123 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.03B -$98.3M -327,736 -2%
BlackRock
3
BlackRock
New York
$4.33B -$508M -1,693,755 -11%
State Street
4
State Street
Massachusetts
$3.02B +$29.6M +98,794 +1%
Capital International Investors
5
Capital International Investors
California
$2B -$187M -624,217 -9%
Mawer Investment Management
6
Mawer Investment Management
Alberta, Canada
$1.85B +$19.9M +66,280 +1%
Lazard Asset Management
7
Lazard Asset Management
New York
$1.61B -$134M -447,598 -8%
Eagle Capital Management (New York)
8
Eagle Capital Management (New York)
New York
$1.41B -$500M -1,666,679 -26%
WCM Investment Management
9
WCM Investment Management
California
$1.39B +$7.43M +24,793 +0.5%
Capital World Investors
10
Capital World Investors
California
$1.32B +$51.4M +171,508 +4%
Berkshire Hathaway
11
Berkshire Hathaway
Nebraska
$1.32B
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.05B -$184M -614,978 -15%
Northern Trust
13
Northern Trust
Illinois
$863M -$39.2M -130,798 -4%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$807M -$59.1M -197,166 -7%
LP
15
Longview Partners
Guernsey
$800M -$88M -293,577 -10%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$788M +$22.9M +76,301 +3%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$773M -$107M -355,307 -12%
Bank of America
18
Bank of America
North Carolina
$739M -$98.2M -327,594 -12%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$704M -$84.2M -281,014 -11%
Artisan Partners
20
Artisan Partners
Wisconsin
$703M +$46.6M +155,397 +7%
IFP
21
Independent Franchise Partners
United Kingdom
$698M -$251M -838,647 -27%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$680M -$61.4M -204,882 -8%
Legal & General Group
23
Legal & General Group
United Kingdom
$470M -$21.9M -72,975 -4%
Viking Global Investors
24
Viking Global Investors
Connecticut
$454M +$453M +1,510,517 New
Invesco
25
Invesco
Georgia
$441M +$6.51M +21,718 +2%

AON Hedge Fund Activity: Q4 2021 in Review

989 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2021, worth a combined $56.2B — down 1.3% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AON positions and 61 closed out — a net gain of 92 holders — while 282 added to existing stakes and 381 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $453M. The largest seller was BlackRock, cutting an estimated $508M.

  • 989 institutional investors held Aon (AON) as of Q4 2021, up from 909 in Q3 2021.
  • Funds reported $56.2B of Aon stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 153 funds opened new Aon positions in Q4 2021 and 61 closed out, a net change of +92 holders.
  • The largest Aon buyer in Q4 2021 was Viking Global Investors, an estimated $453M added.
  • The largest Aon seller in Q4 2021 was BlackRock, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2021.