Aaon
AAON
205 hedge funds and large institutions have $2.11B invested in Aaon in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 31 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 68
0.52% more ownership
Funds ownership: 107.53% → 108.05% (+0.52%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 213 → 205 (-8)
13% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 31
29% less capital invested
Capital invested by funds: $2.98B → $2.11B (-$870M)
79% less call options, than puts
Call options by funds: $262K | Put options by funds: $1.25M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$21.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$12.8M |
| 3 |
Goldman Sachs
New York
|
+$11.5M |
| 4 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$6.34M |
| 5 |
Renaissance Technologies
New York
|
+$5.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$35.2M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$14.4M |
| 3 |
Morgan Stanley
New York
|
-$8.77M |
| 4 |
Neuberger Berman Group
New York
|
-$6.11M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$5.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
226
First Horizon Advisors
Memphis,
Tennessee
| – | -$26K | -503 | Closed |
|
|
IPW
227
IronBridge Private Wealth
Austin,
Texas
| – | -$7K | -123 | Closed |
|
228
AssetMark Inc
Concord,
California
| – | -$5K | -87 | Closed |
|
|
ST
229
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$4K | -71 | Closed |
|
230
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -66 | Closed |
|
|
PA
231
Parallel Advisors
San Francisco,
California
| – | -$3K | -50 | Closed |
|
|
LF
232
Lee Financial
Dallas,
Texas
| – | -$1K | -21 | Closed |
|
|
SC
233
Schubert & Co
Mckinney,
Texas
| – | -$530 | -13 | -62% |
|
|
SIC
234
SJS Investment Consulting
Sylvania,
Ohio
| – | +$82 | +2 | New |
|
|
DI
235
Disciplined Investments
Tulsa,
Oklahoma
| – | +$367 | +9 | New |
|
|
CI
236
Cordant Inc
Portland,
Oregon
| – | +$448 | +11 | New |
|
AAON Hedge Fund Activity: Q1 2022 in Review
205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2022, worth a combined $2.11B — down 29% from $2.98B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of AAON and 27 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 80 added.
The largest buyer was Eaton Vance Management, adding an estimated $21.1M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $35.2M.
- 205 institutional investors held Aaon (AAON) as of Q1 2022, down from 213 in Q4 2021.
- Funds reported $2.11B of Aaon stock for Q1 2022, down 29% quarter-over-quarter.
- 27 funds opened new Aaon positions in Q1 2022 and 31 closed out, a net change of -4 holders.
- The largest Aaon buyer in Q1 2022 was Eaton Vance Management, an estimated $21.1M added.
- The largest Aaon seller in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $35.2M sold.
Based on aggregated 13F filings for Q1 2022.