Aaon
AAON
277 hedge funds and large institutions have $3.71B invested in Aaon in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 107 increasing their positions, 79 reducing their positions, and 23 closing their positions.
122% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 23
93% more call options, than puts
Call options by funds: $3.01M | Put options by funds: $1.56M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
38% more capital invested
Capital invested by funds: $2.7B → $3.71B (+$1.02B)
35% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 79
9% more funds holding
Funds holding: 253 → 277 (+24)
2.92% more ownership
Funds ownership: 104.82% → 107.74% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$40.8M |
| 2 |
JP Morgan Chase
New York
|
+$37.4M |
| 3 |
Rockefeller Capital Management
New York
|
+$26.5M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$21.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$68.1M |
| 2 |
Morgan Stanley
New York
|
-$28.1M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$24M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$8.46M |
| 5 |
Millennium Management
New York
|
-$7.38M |
AAON Hedge Fund Activity: Q1 2023 in Review
277 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2023, worth a combined $3.71B — up 38% from $2.7B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new AAON positions and 23 closed out — a net gain of 28 holders — while 107 added to existing stakes and 79 trimmed.
The largest buyer was Invesco, adding an estimated $40.8M. The largest seller was Neuberger Berman Group, cutting an estimated $68.1M.
- 277 institutional investors held Aaon (AAON) as of Q1 2023, up from 253 in Q4 2022.
- Funds reported $3.71B of Aaon stock for Q1 2023, up 38% quarter-over-quarter.
- 51 funds opened new Aaon positions in Q1 2023 and 23 closed out, a net change of +28 holders.
- The largest Aaon buyer in Q1 2023 was Invesco, an estimated $40.8M added.
- The largest Aaon seller in Q1 2023 was Neuberger Berman Group, an estimated $68.1M sold.
Based on aggregated 13F filings for Q1 2023.