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169 hedge funds and large institutions have $1.92B invested in Aaon in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

8% more capital invested

Capital invested by funds: $1.78B → $1.92B (+$141M)

1% more funds holding

Funds holding: 167169 (+2)

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.08% less ownership

Funds ownership: 111.46%110.38% (-1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $903K

Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
54
Closed
14
Calls
Puts
$903K
Net Calls
-$903K
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$2.38M -$44.2K -1,392 -2%
Goldman Sachs
52
Goldman Sachs
New York
$2.31M -$6.9M -217,308 -76%
WB
53
WesBanco Bank
West Virginia
$2.26M
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.2M +$317K +9,998 +18%
Stifel Financial
55
Stifel Financial
Missouri
$2.19M +$18.6K +585 +0.9%
CCG
56
Chatham Capital Group
Georgia
$2.16M -$31.2K -983 -2%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$2.14M +$105K +3,300 +5%
AIA
58
Allied Investment Advisors
Montana
$2.01M
Millennium Management
59
Millennium Management
New York
$1.92M +$1.82M +57,441 New
RJA
60
Raymond James & Associates
Florida
$1.72M -$413 -13 -0%
CS
61
Credit Suisse
Switzerland
$1.7M +$170K +5,369 +12%
UBS AM
62
UBS AM
Illinois
$1.68M +$156K +4,912 +11%
EI
63
EAM Investors
California
$1.67M +$1.59M +50,013 New
BG
64
Bahl & Gaynor
Ohio
$1.63M +$34.4K +1,085 +2%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$1.6M +$36.4K +1,146 +2%
AAM
66
Azzad Asset Management
Virginia
$1.58M -$244K -7,670 -14%
AIG
67
American International Group
New York
$1.54M -$16.7K -527 -1%
UBS Group
68
UBS Group
Switzerland
$1.5M -$1.17M -36,713 -45%
AI
69
Atria Investments
North Carolina
$1.39M -$2.88M -90,661 -66%
TPSF
70
Texas Permanent School Fund
Texas
$1.38M +$2.89K +91 +0.2%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$1.37M -$90.5K -2,850 -7%
Squarepoint
72
Squarepoint
New York
$1.36M +$1.29M +40,704 New
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$1.32M +$59.6K +1,878 +5%
PI
74
PineBridge Investments
New York
$1.32M +$1.16M +36,429 +1,238%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.28M -$73.4K -2,311 -6%

AAON Hedge Fund Activity: Q2 2019 in Review

169 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2019, worth a combined $1.92B — up 7.9% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AAON positions and 14 closed out — a net gain of 6 holders — while 55 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.91M. The largest seller was Wasatch Advisors, cutting an estimated $13.2M.

  • 169 institutional investors held Aaon (AAON) as of Q2 2019, up from 167 in Q1 2019.
  • Funds reported $1.92B of Aaon stock for Q2 2019, up 7.9% quarter-over-quarter.
  • 20 funds opened new Aaon positions in Q2 2019 and 14 closed out, a net change of +6 holders.
  • The largest Aaon buyer in Q2 2019 was Morgan Stanley, an estimated $7.91M added.
  • The largest Aaon seller in Q2 2019 was Wasatch Advisors, an estimated $13.2M sold.

Based on aggregated 13F filings for Q2 2019.