Aaon
AAON
221 hedge funds and large institutions have $2.04B invested in Aaon in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 71 reducing their positions, and 14 closing their positions.
129% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 14
14% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 71
9% more funds holding
Funds holding: 203 → 221 (+18)
0% more call options, than puts
Call options by funds: $2.14M | Put options by funds: $2.14M
0.1% less ownership
Funds ownership: 107.21% → 107.11% (-0.1%)
2% less capital invested
Capital invested by funds: $2.08B → $2.04B (-$33.8M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$27.1M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$12.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.25M |
| 4 |
BlackRock
New York
|
+$3.18M |
| 5 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$58M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$6.69M |
| 3 |
Morgan Stanley
New York
|
-$3.39M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.79M |
| 5 |
Holocene Advisors
New York
|
-$2.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Lazard Asset Management
New York
| – | -$52K | -1,446 | Closed |
|
|
ETC
227
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$26K | -702 | Closed |
|
|
HFS
228
Heritage Financial Services
Westwood,
Massachusetts
| – | -$21K | -581 | Closed |
|
|
PA
229
Parallel Advisors
San Francisco,
California
| – | -$5K | -147 | Closed |
|
|
STCOSD
230
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| – | -$1K | -39 | Closed |
|
|
UFF
231
USA Financial Formulas
Ada,
Michigan
| – | -$1K | -36 | Closed |
|
|
MAM
232
Meeder Asset Management
Dublin,
Ohio
| – | -$154 | -4 | -27% |
|
|
DI
233
Disciplined Investments
Tulsa,
Oklahoma
| – | +$116 | +3 | +27% |
|
|
SIC
234
SJS Investment Consulting
Sylvania,
Ohio
| – | +$308 | +8 | New |
|
AAON Hedge Fund Activity: Q3 2022 in Review
221 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2022, worth a combined $2.04B — down 1.6% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AAON positions and 14 closed out — a net gain of 18 holders — while 81 added to existing stakes and 71 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $27.1M. The largest seller was Neuberger Berman Group, cutting an estimated $58M.
- 221 institutional investors held Aaon (AAON) as of Q3 2022, up from 203 in Q2 2022.
- Funds reported $2.04B of Aaon stock for Q3 2022, down 1.6% quarter-over-quarter.
- 32 funds opened new Aaon positions in Q3 2022 and 14 closed out, a net change of +18 holders.
- The largest Aaon buyer in Q3 2022 was Victory Capital Management, an estimated $27.1M added.
- The largest Aaon seller in Q3 2022 was Neuberger Berman Group, an estimated $58M sold.
Based on aggregated 13F filings for Q3 2022.