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303 hedge funds and large institutions have $3.71B invested in Aaon in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 104 increasing their positions, 102 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

9% more funds holding

Funds holding: 277303 (+26)

2% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 102

0.34% more ownership

Funds ownership: 107.74%108.07% (+0.34%)

0% less capital invested

Capital invested by funds: $3.71B → $3.71B (-$8.91M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $2.84M

Holders
303
Holders Change
+26
Holders Change %
+9.39%
% of All Funds
4.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
104
Reduced
102
Closed
27
Calls
$2.23M
Puts
$2.84M
Net Calls
-$616K
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$7.5M +$152K +2,400 +2%
Deutsche Bank
52
Deutsche Bank
Germany
$7.49M +$4.49M +70,990 +149%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.21M +$205K +3,239 +3%
Bank of America
54
Bank of America
North Carolina
$6.83M -$2.55M -40,317 -27%
Daiwa Securities Group
55
Daiwa Securities Group
Japan
$6.7M -$664K -10,500 -9%
RJA
56
Raymond James & Associates
Florida
$5.94M +$87.1K +1,377 +1%
First Trust Advisors
57
First Trust Advisors
Illinois
$5.93M +$791K +12,507 +15%
NA
58
Navellier & Associates
Nevada
$5.85M +$505K +7,983 +9%
AllianceBernstein
59
AllianceBernstein
Tennessee
$5.68M
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.64M -$778K -12,302 -12%
1CP
61
11 Capital Partners
Connecticut
$5.64M +$5.65M +89,235 New
Man Group
62
Man Group
United Kingdom
$5.51M +$5.51M +87,129 New
EGM
63
Engineers Gate Manager
New York
$5.49M +$385K +6,093 +8%
UBS Group
64
UBS Group
Switzerland
$5.4M +$3.32M +52,470 +159%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$5.26M +$172K +2,717 +3%
Citigroup
66
Citigroup
New York
$5.25M +$2.92M +46,226 +126%
COPPSERS
67
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.59M +$375K +5,922 +9%
EAM
68
Erste Asset Management
Austria
$4.38M +$69.3K +1,095 +2%
Canada Life
69
Canada Life
Manitoba, Canada
$4.3M -$126K -1,991 -3%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$4.23M +$835K +13,206 +25%
TC
71
TwinBeech Capital
New York
$4.21M +$4.22M +66,647 New
Neuberger Berman Group
72
Neuberger Berman Group
New York
$4.14M -$98.9K -1,564 -2%
Stifel Financial
73
Stifel Financial
Missouri
$4.03M +$121K +1,914 +3%
CCG
74
Chatham Capital Group
Georgia
$3.93M -$180K -2,851 -4%
BG
75
Bahl & Gaynor
Ohio
$3.92M +$375K +5,935 +11%

AAON Hedge Fund Activity: Q2 2023 in Review

303 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2023, worth a combined $3.71B — down 0.24% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new AAON positions and 27 closed out — a net gain of 26 holders — while 104 added to existing stakes and 102 trimmed.

The largest buyer was BlackRock, adding an estimated $73.6M. The largest seller was Victory Capital Management, cutting an estimated $38.5M.

  • 303 institutional investors held Aaon (AAON) as of Q2 2023, up from 277 in Q1 2023.
  • Funds reported $3.71B of Aaon stock for Q2 2023, down 0.24% quarter-over-quarter.
  • 53 funds opened new Aaon positions in Q2 2023 and 27 closed out, a net change of +26 holders.
  • The largest Aaon buyer in Q2 2023 was BlackRock, an estimated $73.6M added.
  • The largest Aaon seller in Q2 2023 was Victory Capital Management, an estimated $38.5M sold.

Based on aggregated 13F filings for Q2 2023.