We are live on ! Find out more

205 hedge funds and large institutions have $2.4B invested in Aaon in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $490K | Put options by funds: $254K

14% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 66

5% more capital invested

Capital invested by funds: $2.29B → $2.4B (+$110M)

0.47% more ownership

Funds ownership: 104.9%105.37% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 207205 (-2)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

Holders
205
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
75
Reduced
66
Closed
21
Calls
$490K
Puts
$254K
Net Calls
+$236K
Net Calls Change
+$811K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$15.5M +$1.32M +30,402 +9%
Comerica Bank
27
Comerica Bank
Texas
$12.7M +$1.06M +24,355 +10%
N
28
Nuveen
North Carolina
$10.1M -$1.58M -36,462 -14%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$9.7M +$9.66M +222,662 New
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$9.3M
PCA
31
Personal Capital Advisors
California
$8.93M -$608 -14 -0%
CS
32
Credit Suisse
Switzerland
$8.69M -$1.2M -27,553 -12%
Bank of America
33
Bank of America
North Carolina
$8.38M +$1.73M +39,768 +26%
JP Morgan Chase
34
JP Morgan Chase
New York
$8.25M +$6.06M +139,588 +281%
PPA
35
Parametric Portfolio Associates
Washington
$8.1M +$735K +16,938 +10%
EAM
36
EULAV Asset Management
Florida
$7.8M +$19.5K +450 +0.3%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$7.63M -$1.16M -26,713 -13%
Legal & General Group
38
Legal & General Group
United Kingdom
$7.52M +$599K +13,808 +9%
Daiwa Securities Group
39
Daiwa Securities Group
Japan
$6.91M +$1.04M +24,057 +18%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$6.77M +$97K +2,235 +1%
Goldman Sachs
41
Goldman Sachs
New York
$6.16M -$2.06M -47,430 -25%
Swiss National Bank
42
Swiss National Bank
Switzerland
$6.05M +$26K +600 +0.4%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.46M
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$5.1M +$334K +7,704 +7%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.74M +$3.34K +77 +0.1%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$4.68M +$1.96M +45,054 +72%
AllianceBernstein
47
AllianceBernstein
Tennessee
$4.55M -$120K -2,760 -3%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$4.47M +$3.51M +80,842 +371%
Citadel Advisors
49
Citadel Advisors
Florida
$4.12M -$1.65M -38,007 -29%
Barclays
50
Barclays
United Kingdom
$4.07M +$2.33M +53,805 +136%

AAON Hedge Fund Activity: Q3 2021 in Review

205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2021, worth a combined $2.4B — up 4.8% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AAON and 19 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 75 added.

The largest buyer was Eaton Vance Management, adding an estimated $18.4M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $42.6M.

  • 205 institutional investors held Aaon (AAON) as of Q3 2021, down from 207 in Q2 2021.
  • Funds reported $2.4B of Aaon stock for Q3 2021, up 4.8% quarter-over-quarter.
  • 19 funds opened new Aaon positions in Q3 2021 and 21 closed out, a net change of -2 holders.
  • The largest Aaon buyer in Q3 2021 was Eaton Vance Management, an estimated $18.4M added.
  • The largest Aaon seller in Q3 2021 was Kayne Anderson Rudnick Investment Management, an estimated $42.6M sold.

Based on aggregated 13F filings for Q3 2021.