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167 hedge funds and large institutions have $1.78B invested in Aaon in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

33% more capital invested

Capital invested by funds: $1.34B → $1.78B (+$443M)

5% more funds holding

Funds holding: 159167 (+8)

1.36% more ownership

Funds ownership: 110.11%111.46% (+1.4%)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $1.22M

Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
3.61%
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
55
Closed
11
Calls
$1.17M
Puts
$1.22M
Net Calls
-$51K
Net Calls Change
+$239K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$8.82M +$2.22M +84,415 +42%
EAM
27
Eagle Asset Management
Florida
$8.09M +$50.9K +1,938 +0.7%
EAM
28
Erste Asset Management
Austria
$6.79M +$788K +30,000 +16%
Ohio Public Employees Retirement System (OPERS)
29
Ohio Public Employees Retirement System (OPERS)
Ohio
$6M +$13.3K +507 +0.3%
Bank of America
30
Bank of America
North Carolina
$5.62M -$3.51M -133,485 -42%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$5.56M +$14.4K +549 +0.3%
EAM
32
EULAV Asset Management
Florida
$5.5M
Legal & General Group
33
Legal & General Group
United Kingdom
$5.05M +$551K +20,982 +15%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$4.89M -$21.9K -835 -0.5%
AI
35
Atria Investments
North Carolina
$4.53M +$3.03M +115,374 +518%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$4.26M +$17.7K +673 +0.5%
TA
37
Teachers Advisors
New York
$4.07M +$57.7K +2,197 +2%
CAM
38
Congress Asset Management
Massachusetts
$3.81M -$54.7K -2,084 -2%
First Trust Advisors
39
First Trust Advisors
Illinois
$3.79M +$1.21M +45,945 +60%
TCIM
40
TIAA CREF Investment Management
New York
$3.68M -$101K -3,850 -3%
Invesco
41
Invesco
Georgia
$3.57M -$1.12M -42,457 -27%
Swiss National Bank
42
Swiss National Bank
Switzerland
$3.51M +$78.8K +3,000 +3%
Comerica Bank
43
Comerica Bank
Texas
$3.5M -$7.2K -274 -0.2%
PPA
44
Parametric Portfolio Associates
Washington
$3.41M +$308K +11,709 +12%
Prudential Financial
45
Prudential Financial
New Jersey
$3.03M -$9.85K -375 -0.4%
US Bancorp
46
US Bancorp
Minnesota
$2.98M +$55.7K +2,122 +2%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$2.92M -$57.9K -2,204 -2%
ASRS
48
Arizona State Retirement System
Arizona
$2.89M -$1.42K -54 -0.1%
Brown Advisory
49
Brown Advisory
Maryland
$2.79M -$156K -5,925 -6%
AllianceBernstein
50
AllianceBernstein
Tennessee
$2.69M

AAON Hedge Fund Activity: Q1 2019 in Review

167 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2019, worth a combined $1.78B — up 33% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AAON positions and 11 closed out — a net gain of 8 holders — while 59 added to existing stakes and 55 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $8.99M. The largest seller was Neuberger Berman Group, cutting an estimated $5.28M.

  • 167 institutional investors held Aaon (AAON) as of Q1 2019, up from 159 in Q4 2018.
  • Funds reported $1.78B of Aaon stock for Q1 2019, up 33% quarter-over-quarter.
  • 19 funds opened new Aaon positions in Q1 2019 and 11 closed out, a net change of +8 holders.
  • The largest Aaon buyer in Q1 2019 was Loomis, Sayles & Company, an estimated $8.99M added.
  • The largest Aaon seller in Q1 2019 was Neuberger Berman Group, an estimated $5.28M sold.

Based on aggregated 13F filings for Q1 2019.