Aaon
AAON
291 hedge funds and large institutions have $3.28B invested in Aaon in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 126 reducing their positions, and 49 closing their positions.
4% less funds holding
Funds holding: 303 → 291 (-12)
11% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 126
11% less capital invested
Capital invested by funds: $3.71B → $3.28B (-$422M)
20% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 49
36% less call options, than puts
Call options by funds: $4.05M | Put options by funds: $6.37M
37.38% less ownership
Funds ownership: 108.07% → 70.69% (-37%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$31.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$29.8M |
| 3 |
BlackRock
New York
|
+$25.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.9M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$98.5M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$20.6M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$14.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$12M |
| 5 |
Morgan Stanley
New York
|
-$11.2M |
AAON Hedge Fund Activity: Q3 2023 in Review
291 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2023, worth a combined $3.28B — down 11% from $3.71B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of AAON and 39 opened new positions — a net loss of 10 holders — while 126 trimmed existing stakes and 112 added.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $31.5M. The largest seller was Capital Advisors Inc, cutting an estimated $98.5M.
- 291 institutional investors held Aaon (AAON) as of Q3 2023, down from 303 in Q2 2023.
- Funds reported $3.28B of Aaon stock for Q3 2023, down 11% quarter-over-quarter.
- 39 funds opened new Aaon positions in Q3 2023 and 49 closed out, a net change of -10 holders.
- The largest Aaon buyer in Q3 2023 was Lord, Abbett & Co, an estimated $31.5M added.
- The largest Aaon seller in Q3 2023 was Capital Advisors Inc, an estimated $98.5M sold.
Based on aggregated 13F filings for Q3 2023.