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Aaon
AAON

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: 205 → 213 (+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: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
CCA
Conestoga Capital Advisors
Pennsylvania
+$33.8M
2
Goldman Sachs
Goldman Sachs
New York
+$23.6M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$13.6M
4
Morgan Stanley
Morgan Stanley
New York
+$12.8M
5
BlackRock
BlackRock
New York
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$15.5M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.7M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.27M
4
Norges Bank
Norges Bank
Norway
-$5.24M
5
BF
BOK Financial
Oklahoma
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
51
UBS AM
Illinois
$3.65M – – –
Citadel Advisors
52
Citadel Advisors
Florida
$3.48M -$1.44M -28,892 -31%
CCG
53
Chatham Capital Group
Georgia
$3.43M +$9.35K +187 +0.3%
Prudential Financial
54
Prudential Financial
New Jersey
$3.26M -$36K -720 -1%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$3.24M -$2.07M -41,466 -40%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$3.2M +$329K +6,575 +12%
YCM
57
Yousif Capital Management
Michigan
$3.01M +$2.84M +56,826 New
Voloridge Investment Management
58
Voloridge Investment Management
Florida
$2.99M +$129K +2,582 +5%
SAM
59
Storebrand Asset Management
Norway
$2.96M +$574K +11,470 +26%
Citigroup
60
Citigroup
New York
$2.95M +$703K +14,058 +34%
Canada Life
61
Canada Life
Manitoba, Canada
$2.88M +$47.7K +954 +2%
State of New Jersey Common Pension Fund D
62
State of New Jersey Common Pension Fund D
New Jersey
$2.88M -$165K -3,303 -6%
Los Angeles Capital Management
63
Los Angeles Capital Management
California
$2.87M +$1.78M +35,510 +190%
SEI Investments
64
SEI Investments
Pennsylvania
$2.86M -$223K -4,469 -8%
RJA
65
Raymond James & Associates
Florida
$2.81M +$8.2K +164 +0.3%
Tudor Investment Corp
66
Tudor Investment Corp
Connecticut
$2.75M -$1.66M -33,132 -39%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$2.68M +$18.3K +366 +0.7%
AAM
68
Azzad Asset Management
Virginia
$2.61M +$42.4K +847 +2%
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.49M -$6.4K -128 -0.3%
BG
70
Bahl & Gaynor
Ohio
$2.48M +$2.75K +55 +0.1%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$2.44M -$3.06M -61,271 -57%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$2.4M +$6.2K +124 +0.3%
TPSF
73
Texas Permanent School Fund
Texas
$2.38M -$47.4K -948 -2%
EAM
74
Erste Asset Management
Austria
$2.37M +$931K +18,610 +71%
SOADOR
75
State of Alaska Department of Revenue
Alaska
$2.33M -$65.3K -1,305 -3%
1 2
3
4 5

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.