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213 hedge funds and large institutions have $2.98B invested in Aaon in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $2.4B → $2.98B (+$574M)

4% more funds holding

Funds holding: 205213 (+8)

2.16% more ownership

Funds ownership: 105.37%107.53% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 77

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
77
Reduced
77
Closed
21
Calls
$262K
Puts
Net Calls
+$262K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$20.8M +$732K +14,649 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
27
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M +$13.6M +271,050 New
Comerica Bank
28
Comerica Bank
Texas
$13.6M +$1.91M +38,126 +14%
N
29
Nuveen
North Carolina
$11.4M -$836K -16,711 -7%
CS
30
Credit Suisse
Switzerland
$11.4M +$745K +14,896 +7%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$11.3M
JP Morgan Chase
32
JP Morgan Chase
New York
$10.8M +$762K +15,237 +8%
PCA
33
Personal Capital Advisors
California
$10.8M -$77.9K -1,558 -0.8%
PPA
34
Parametric Portfolio Associates
Washington
$9.87M +$15.4K +309 +0.2%
Bank of America
35
Bank of America
North Carolina
$9.84M -$334K -6,676 -3%
Legal & General Group
36
Legal & General Group
United Kingdom
$9.46M +$299K +5,982 +3%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$9.41M +$129K +2,572 +1%
EAM
38
EULAV Asset Management
Florida
$9.36M
Daiwa Securities Group
39
Daiwa Securities Group
Japan
$8.95M +$525K +10,500 +7%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$8.32M +$2.01M +40,220 +34%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$8.28M +$48.1K +963 +0.6%
Swiss National Bank
42
Swiss National Bank
Switzerland
$7.34M -$15K -300 -0.2%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.7M +$59.3K +1,185 +0.9%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.76M +$1.8K +36 +0%
AllianceBernstein
45
AllianceBernstein
Tennessee
$5.51M -$23.6K -471 -0.5%
Stifel Financial
46
Stifel Financial
Missouri
$4.78M -$53K -1,059 -1%
TC
47
TownSquare Capital
Utah
$4.71M +$146K +2,911 +3%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$4.63M +$96K +1,921 +2%
Barclays
49
Barclays
United Kingdom
$4.39M -$520K -10,398 -11%
US Bancorp
50
US Bancorp
Minnesota
$3.88M +$55.7K +1,114 +2%

AAON Hedge Fund Activity: Q4 2021 in Review

213 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2021, worth a combined $2.98B — up 24% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AAON positions and 21 closed out — a net gain of 9 holders — while 77 added to existing stakes and 77 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $33.8M. The largest seller was Millennium Management, exiting entirely with an estimated $15.5M sold.

  • 213 institutional investors held Aaon (AAON) as of Q4 2021, up from 205 in Q3 2021.
  • Funds reported $2.98B of Aaon stock for Q4 2021, up 24% quarter-over-quarter.
  • 30 funds opened new Aaon positions in Q4 2021 and 21 closed out, a net change of +9 holders.
  • The largest Aaon buyer in Q4 2021 was Conestoga Capital Advisors, an estimated $33.8M added.
  • The largest Aaon seller in Q4 2021 was Millennium Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2021.