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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
291
Holders Change
-12
Holders Change %
-3.96%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
39
Increased
112
Reduced
126
Closed
49
Calls
$4.05M
Puts
$6.37M
Net Calls
-$2.31M
Net Calls Change
-$1.7M

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$31.5M
2
Ameriprise
Ameriprise
Minnesota
+$29.8M
3
BlackRock
BlackRock
New York
+$25.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$21.9M
5
Comerica Bank
Comerica Bank
Texas
+$18.6M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$98.5M
2
Macquarie Group
Macquarie Group
Australia
-$20.6M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$14.5M
4
Norges Bank
Norges Bank
Norway
-$12M
5
Morgan Stanley
Morgan Stanley
New York
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
326
HBK Sorce Advisory
Pennsylvania
– -$206K -3,260 Closed
AWM
327
Axxcess Wealth Management
California
– -$203K -3,219 Closed
KI
328
Kapitalo Investimentos
Brazil
– -$60.2K -1,428 Closed
SWM
329
Spire Wealth Management
Virginia
– -$88.1K -1,394 Closed
CFO
330
CVA Family Office
Colorado
– -$71K -1,124 Closed
TCPG
331
Trivant Custom Portfolio Group
California
– -$67.8K -1,073 Closed
WTG
332
West Tower Group
Virginia
– -$65.7K -1,040 Closed
IA
333
IFP Advisors
Florida
– -$26K -411 Closed
GTAM
334
Global Trust Asset Management
Florida
– -$9.48K -150 Closed
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
– -$9.1K -144 Closed
RI
336
Ridgewood Investments
New Jersey
– -$2.18K -35 Closed
BTI
337
Blue Trust Inc
Georgia
– -$1K -20 Closed
DI
338
Disciplined Investments
Oklahoma
– -$664 -11 Closed
TWP
339
TFO Wealth Partners
Ohio
– -$190 -3 Closed
HIIFS
340
Harel Insurance Investments & Financial Services
Israel
– +$64 +1 New
10 11 12 13
14

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.