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159 hedge funds and large institutions have $1.34B invested in Aaon in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 158159 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.54% less ownership

Funds ownership: 111.64%110.11% (-1.5%)

9% less capital invested

Capital invested by funds: $1.47B → $1.34B (-$130M)

39% less call options, than puts

Call options by funds: $449K | Put options by funds: $739K

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
59
Reduced
50
Closed
18
Calls
$449K
Puts
$739K
Net Calls
-$290K
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$7.39M +$1.83M +76,337 +32%
EAM
27
Eagle Asset Management
Florida
$6.09M +$37.3K +1,552 +0.6%
Goldman Sachs
28
Goldman Sachs
New York
$4.72M -$1.39M -57,879 -22%
Ohio Public Employees Retirement System (OPERS)
29
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.54M +$10.4K +432 +0.2%
EAM
30
Erste Asset Management
Austria
$4.43M +$4.58M +190,500 New
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$4.21M +$695K +28,928 +19%
EAM
32
EULAV Asset Management
Florida
$4.15M
RJFSA
33
Raymond James Financial Services Advisors
Florida
$3.73M +$5.69K +237 +0.1%
Invesco
34
Invesco
Georgia
$3.7M +$890K +37,044 +31%
Morgan Stanley
35
Morgan Stanley
New York
$3.56M -$140K -5,827 -4%
Legal & General Group
36
Legal & General Group
United Kingdom
$3.34M -$913 -38 -0%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$3.22M -$219K -9,127 -6%
FTIOP
38
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.06M -$31K -1,289 -1%
TA
39
Teachers Advisors
New York
$3.04M +$100K +4,184 +3%
CAM
40
Congress Asset Management
Massachusetts
$2.94M -$40.1K -1,668 -1%
TCIM
41
TIAA CREF Investment Management
New York
$2.88M -$108K -4,497 -4%
Comerica Bank
42
Comerica Bank
Texas
$2.81M +$43.2K +1,800 +2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$2.59M +$28.8K +1,200 +1%
UBS Group
44
UBS Group
Switzerland
$2.34M -$1.13M -47,254 -32%
PPA
45
Parametric Portfolio Associates
Washington
$2.31M +$195K +8,127 +9%
Prudential Financial
46
Prudential Financial
New Jersey
$2.31M -$76.4K -3,180 -3%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$2.27M +$49.4K +2,057 +2%
Brown Advisory
48
Brown Advisory
Maryland
$2.26M -$586K -24,382 -20%
US Bancorp
49
US Bancorp
Minnesota
$2.22M +$63.8K +2,658 +3%
Citadel Advisors
50
Citadel Advisors
Florida
$2.2M -$3.14M -130,903 -58%

AAON Hedge Fund Activity: Q4 2018 in Review

159 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2018, worth a combined $1.34B — down 8.8% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AAON positions and 18 closed out — a net gain of 1 holder — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $7.99M. The largest seller was Conestoga Capital Advisors, cutting an estimated $21M.

  • 159 institutional investors held Aaon (AAON) as of Q4 2018, up from 158 in Q3 2018.
  • Funds reported $1.34B of Aaon stock for Q4 2018, down 8.8% quarter-over-quarter.
  • 19 funds opened new Aaon positions in Q4 2018 and 18 closed out, a net change of +1 holder.
  • The largest Aaon buyer in Q4 2018 was Loomis, Sayles & Company, an estimated $7.99M added.
  • The largest Aaon seller in Q4 2018 was Conestoga Capital Advisors, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2018.