Portfolio changes · featured 13Fs
Activity
Moves in AON across featured managers — New / Exit / Add / Reduce.
AON · all sizes
8 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| AON | Add | Andreas Halvorsen - Viking Global Investors | +0.11% | +5.9% sh | Q1→Q2 |
| AON | Reduce | Farallon Capital Management | −2.51% | −45.0% sh | Q1→Q2 |
| AON | Reduce | First Pacific Advisors | −0.39% | −3.1% sh | Q1→Q2 |
| 13 Aug 3 | |||||
| AON | Add | Chris James - Meritage Group | +0.46% | +0.6% sh | Q1→Q2 |
| AON | Add | Dodge & Cox | +0.05% | +5.9% sh | Q1→Q2 |
| AON | Reduce | Seth Klarman - Baupost Group | −0.64% | −10.7% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| AON | Reduce | Polen Capital Management | −2.55% | −87.9% sh | Q1→Q2 |
| 29 Jul 1 | |||||
| AON | Exit | William Von Mueffling - Cantillon Capital Management | −2.35% | was 2.4% | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home