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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: 303291 (-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: 42 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$21.3M +$8.13K +128 +0%
Comerica Bank
27
Comerica Bank
Texas
$16.6M +$18.6M +292,121 New
N
28
Nuveen
North Carolina
$15.2M -$1.07M -16,884 -6%
Norges Bank
29
Norges Bank
Norway
$14.8M -$12M -189,339 -42%
Legal & General Group
30
Legal & General Group
United Kingdom
$13.7M +$329K +5,172 +2%
Fuller & Thaler Asset Management
31
Fuller & Thaler Asset Management
California
$12.1M +$1.03M +16,192 +8%
EAM
32
Eagle Asset Management
Florida
$12.1M +$72.6K +1,143 +0.5%
EAM
33
EULAV Asset Management
Florida
$11.9M +$1.46M +22,950 +12%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$11.5M -$497K -7,814 -4%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$10.5M +$4.24M +66,756 +56%
Grantham, Mayo, Van Otterloo & Co (GMO)
36
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.2M +$2.48M +39,062 +28%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$10.2M +$369K +5,814 +3%
CS
38
Credit Suisse
Switzerland
$9.67M +$426K +6,697 +4%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$8.76M -$42.8K -673 -0.4%
Swiss National Bank
40
Swiss National Bank
Switzerland
$8.65M +$114K +1,800 +1%
SEI Investments
41
SEI Investments
Pennsylvania
$8.39M +$183K +2,884 +2%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$8.34M -$1.19M -18,768 -11%
TC
43
TwinBeech Capital
New York
$7.19M +$3.79M +59,709 +90%
Bank of America
44
Bank of America
North Carolina
$7.16M +$1.14M +17,902 +17%
Citadel Advisors
45
Citadel Advisors
Florida
$6.94M -$3.1M -48,751 -29%
TC
46
TownSquare Capital
Utah
$6.26M -$568K -8,943 -8%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$5.89M +$2.42M +38,146 +58%
WG
48
Winton Group
United Kingdom
$5.69M +$6.35M +100,005 New
RJA
49
Raymond James & Associates
Florida
$5.39M +$46.7K +735 +0.8%
Man Group
50
Man Group
United Kingdom
$5.15M -$5.54M -87,129 Closed

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.