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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
UBS Group
51
UBS Group
Switzerland
$2.51M -$485K -18,450 -18%
Citadel Advisors
52
Citadel Advisors
Florida
$2.23M -$568K -21,612 -23%
Morgan Stanley
53
Morgan Stanley
New York
$2.18M -$2.15M -81,810 -54%
WB
54
WesBanco Bank
West Virginia
$2.08M
CCG
55
Chatham Capital Group
Georgia
$2.02M +$8.01K +305 +0.5%
Stifel Financial
56
Stifel Financial
Missouri
$1.98M +$49.9K +1,901 +3%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$1.87M
AIA
58
Allied Investment Advisors
Montana
$1.85M +$1.58M +60,053 New
Deutsche Bank
59
Deutsche Bank
Germany
$1.73M +$166K +6,336 +13%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.72M +$63K +2,400 +4%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$1.72M -$392K -14,912 -21%
AAM
62
Azzad Asset Management
Virginia
$1.69M -$690K -26,272 -32%
RJA
63
Raymond James & Associates
Florida
$1.59M -$15.9K -605 -1%
BG
64
Bahl & Gaynor
Ohio
$1.47M +$33.6K +1,278 +3%
AIG
65
American International Group
New York
$1.44M -$33.8K -1,288 -3%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$1.43M +$86.3K +3,287 +8%
CS
67
Credit Suisse
Switzerland
$1.4M -$27.8K -1,058 -2%
UBS AM
68
UBS AM
Illinois
$1.4M
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$1.34M -$7.49K -285 -0.6%
Barclays
70
Barclays
United Kingdom
$1.3M +$366K +13,924 +49%
TPSF
71
Texas Permanent School Fund
Texas
$1.27M +$36.9K +1,406 +4%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.25M +$82.3K +3,133 +8%
TAM
73
THB Asset Management
Connecticut
$1.17M +$9.04K +344 +0.9%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$1.16M +$18.6K +708 +2%
Citigroup
75
Citigroup
New York
$1.09M -$343K -13,043 -27%

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.