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171 hedge funds and large institutions have $1.85B invested in Aaon in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 43

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

3.77% more ownership

Funds ownership: 110.38%114.16% (+3.8%)

1% more funds holding

Funds holding: 169171 (+2)

4% less capital invested

Capital invested by funds: $1.92B → $1.85B (-$74M)

78% less call options, than puts

Call options by funds: $606K | Put options by funds: $2.79M

Holders
171
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
69
Reduced
43
Closed
15
Calls
$606K
Puts
$2.79M
Net Calls
-$2.18M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$2.4M +$63.5K +1,968 +3%
SG Americas Securities
52
SG Americas Securities
New York
$2.35M +$2.04M +63,359 +476%
ASRS
53
Arizona State Retirement System
Arizona
$2.19M -$742K -22,981 -24%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.13M +$128K +3,966 +6%
WB
55
WesBanco Bank
West Virginia
$2.07M
Stifel Financial
56
Stifel Financial
Missouri
$2.06M +$72.5K +2,248 +3%
CCG
57
Chatham Capital Group
Georgia
$1.96M -$12.8K -397 -0.6%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$1.96M
UBS Group
59
UBS Group
Switzerland
$1.94M +$597K +18,485 +41%
UBS AM
60
UBS AM
Illinois
$1.87M +$351K +10,878 +22%
AIA
61
Allied Investment Advisors
Montana
$1.84M
Citadel Advisors
62
Citadel Advisors
Florida
$1.74M -$461K -14,277 -20%
CS
63
Credit Suisse
Switzerland
$1.67M +$126K +3,915 +8%
RJA
64
Raymond James & Associates
Florida
$1.61M +$29.6K +916 +2%
BG
65
Bahl & Gaynor
Ohio
$1.5M +$4.78K +148 +0.3%
AI
66
Atria Investments
North Carolina
$1.49M +$55K +1,704 +4%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$1.48M +$23.6K +732 +2%
SOADOR
68
State of Alaska Department of Revenue
Alaska
$1.43M +$842K +26,082 +126%
AIG
69
American International Group
New York
$1.4M -$16.4K -508 -1%
Citigroup
70
Citigroup
New York
$1.37M +$1.13M +34,982 +359%
PI
71
PineBridge Investments
New York
$1.36M +$165K +5,115 +13%
Goldman Sachs
72
Goldman Sachs
New York
$1.34M -$824K -25,518 -37%
TPSF
73
Texas Permanent School Fund
Texas
$1.27M +$3.65K +113 +0.3%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$1.24M +$30.1K +933 +2%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$1.2M -$55.8K -1,728 -4%

AAON Hedge Fund Activity: Q3 2019 in Review

171 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2019, worth a combined $1.85B — down 3.8% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AAON positions and 15 closed out — a net gain of 2 holders — while 69 added to existing stakes and 43 trimmed.

The largest buyer was Adams Asset Advisors, opening a new position worth an estimated $48.4M. The largest seller was Neuberger Berman Group, cutting an estimated $3.41M.

  • 171 institutional investors held Aaon (AAON) as of Q3 2019, up from 169 in Q2 2019.
  • Funds reported $1.85B of Aaon stock for Q3 2019, down 3.8% quarter-over-quarter.
  • 17 funds opened new Aaon positions in Q3 2019 and 15 closed out, a net change of +2 holders.
  • The largest Aaon buyer in Q3 2019 was Adams Asset Advisors, an estimated $48.4M added.
  • The largest Aaon seller in Q3 2019 was Neuberger Berman Group, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2019.