Aaon
AAON
210 hedge funds and large institutions have $2.61B invested in Aaon in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 21 closing their positions.
48% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 21
4% more funds holding
Funds holding: 202 → 210 (+8)
4% more capital invested
Capital invested by funds: $2.52B → $2.61B (+$95.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 72
1.34% less ownership
Funds ownership: 108.59% → 107.24% (-1.3%)
73% less call options, than puts
Call options by funds: $1.1M | Put options by funds: $4.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$9.06M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.48M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$4.71M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$3.49M |
| 5 |
JP Morgan Chase
New York
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$12.3M |
| 2 |
Rockefeller Capital Management
New York
|
-$9.91M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$9.75M |
| 4 |
Goldman Sachs
New York
|
-$9.36M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -113 | Closed |
|
|
FFG
227
Fortem Financial Group
Palm Desert,
California
| – | -$4K | -84 | Closed |
|
|
BC
228
Bartlett & Co
Cincinnati,
Ohio
| – | -$2K | -45 | Closed |
|
|
BCWM
229
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$2K | -45 | Closed |
|
|
HGWM
230
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$2K | -36 | Closed |
|
|
MWP
231
Meridian Wealth Partners
Exton,
Pennsylvania
| – | +$392 | +8 | New |
|
AAON Hedge Fund Activity: Q1 2021 in Review
210 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2021, worth a combined $2.61B — up 3.8% from $2.52B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AAON positions and 21 closed out — a net gain of 10 holders — while 70 added to existing stakes and 72 trimmed.
The largest buyer was BlackRock, adding an estimated $9.06M. The largest seller was Dimensional Fund Advisors, cutting an estimated $12.3M.
- 210 institutional investors held Aaon (AAON) as of Q1 2021, up from 202 in Q4 2020.
- Funds reported $2.61B of Aaon stock for Q1 2021, up 3.8% quarter-over-quarter.
- 31 funds opened new Aaon positions in Q1 2021 and 21 closed out, a net change of +10 holders.
- The largest Aaon buyer in Q1 2021 was BlackRock, an estimated $9.06M added.
- The largest Aaon seller in Q1 2021 was Dimensional Fund Advisors, an estimated $12.3M sold.
Based on aggregated 13F filings for Q1 2021.