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Aaon
AAON

253 hedge funds and large institutions have $2.7B invested in Aaon in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

32% more capital invested

Capital invested by funds: $2.04B → $2.7B (+$655M)

14% more funds holding

Funds holding: 221 → 253 (+32)

4% more call options, than puts

Call options by funds: $776K | Put options by funds: $746K

0% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 84

2.29% less ownership

Funds ownership: 107.11% → 104.82% (-2.3%)

Holders
253
Holders Change
+32
Holders Change %
+14.48%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
84
Reduced
84
Closed
18
Calls
$776K
Puts
$746K
Net Calls
+$30K
Net Calls Change
+$25K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$97.1M
2
Millennium Management
Millennium Management
New York
+$18.8M
3
DCM
Driehaus Capital Management
Illinois
+$14.7M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$12.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$9.28M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$34M
2
Ameriprise
Ameriprise
Minnesota
-$24.6M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$23.3M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$21M
5
CVA
Ceredex Value Advisors
Florida
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.68M -$729K -15,627 -14%
TC
52
TownSquare Capital
Utah
$4.41M +$977K +20,937 +31%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$4.33M +$201K +4,298 +5%
RJA
54
Raymond James & Associates
Florida
$4.32M -$3.54M -75,797 -47%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$4.11M +$46.1K +989 +1%
CSS
56
Cubist Systematic Strategies
Connecticut
$4.02M +$3.74M +80,093 New
Voloridge Investment Management
57
Voloridge Investment Management
Florida
$3.98M +$3.7M +79,212 New
US Bancorp
58
US Bancorp
Minnesota
$3.81M -$467K -10,019 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
59
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.8M +$475K +10,175 +16%
First Trust Advisors
60
First Trust Advisors
Illinois
$3.7M +$424K +9,083 +14%
MAP
61
Moody Aldrich Partners
Massachusetts
$3.51M -$1.62M -34,623 -33%
COPPSERS
62
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.39M +$470K +10,074 +18%
SAM
63
Storebrand Asset Management
Norway
$3.34M -$660K -14,154 -18%
Canada Life
64
Canada Life
Manitoba, Canada
$3.3M -$242K -5,189 -7%
CCG
65
Chatham Capital Group
Georgia
$3.26M -$4.2K -90 -0.1%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$3.25M -$21.1K -452 -0.7%
Stifel Financial
67
Stifel Financial
Missouri
$3.15M -$247K -5,287 -8%
EAM
68
Erste Asset Management
Austria
$2.86M -$43K -921 -2%
SFI
69
Susquehanna Fundamental Investments
Pennsylvania
$2.56M – – –
BG
70
Bahl & Gaynor
Ohio
$2.5M -$34.1K -730 -1%
AAM
71
Azzad Asset Management
Virginia
$2.5M -$2.81M -60,215 -55%
SWP
72
Strategic Wealth Partners
Ohio
$2.49M +$696K +14,925 +43%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$2.4M – – –
Citigroup
74
Citigroup
New York
$2.26M +$413K +8,859 +25%
State of New Jersey Common Pension Fund D
75
State of New Jersey Common Pension Fund D
New Jersey
$2.23M -$733K -15,719 -26%
1 2
3
4 5

AAON Hedge Fund Activity: Q4 2022 in Review

253 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2022, worth a combined $2.7B — up 32% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AAON positions and 18 closed out — a net gain of 37 holders — while 84 added to existing stakes and 84 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.1M. The largest seller was Neuberger Berman Group, cutting an estimated $34M.

  • 253 institutional investors held Aaon (AAON) as of Q4 2022, up from 221 in Q3 2022.
  • Funds reported $2.7B of Aaon stock for Q4 2022, up 32% quarter-over-quarter.
  • 55 funds opened new Aaon positions in Q4 2022 and 18 closed out, a net change of +37 holders.
  • The largest Aaon buyer in Q4 2022 was Morgan Stanley, an estimated $97.1M added.
  • The largest Aaon seller in Q4 2022 was Neuberger Berman Group, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2022.