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291 hedge funds and large institutions have $3.28B invested in Aaon in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 126 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 303291 (-12)

11% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 126

11% less capital invested

Capital invested by funds: $3.71B → $3.28B (-$422M)

20% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 49

36% less call options, than puts

Call options by funds: $4.05M | Put options by funds: $6.37M

37.38% less ownership

Funds ownership: 108.07%70.69% (-37%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
291
Holders Change
-12
Holders Change %
-3.96%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
39
Increased
112
Reduced
126
Closed
49
Calls
$4.05M
Puts
$6.37M
Net Calls
-$2.31M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$5.11M -$64 -1 -0%
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.07M -$3.11K -49 -0.1%
Daiwa Securities Group
53
Daiwa Securities Group
Japan
$5.04M -$1.11M -17,401 -16%
NA
54
Navellier & Associates
Nevada
$5.03M -$260K -4,094 -4%
Prudential Financial
55
Prudential Financial
New Jersey
$4.97M -$6.35M -99,978 -53%
1CP
56
11 Capital Partners
Connecticut
$4.95M -$138K -2,177 -2%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.76M -$1.93M -30,396 -27%
Renaissance Technologies
58
Renaissance Technologies
New York
$4.57M -$2.58M -40,534 -34%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$4.39M +$4.64M +72,987 +1,749%
Victory Capital Management
60
Victory Capital Management
Texas
$4.38M -$5.98M -94,071 -55%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$4.33M -$454K -7,150 -9%
EGM
62
Engineers Gate Manager
New York
$4.22M -$802K -12,618 -15%
Connor, Clark & Lunn Investment Management (CC&L)
63
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.07M +$3.6M +56,641 +380%
Canada Life
64
Canada Life
Manitoba, Canada
$4.01M +$150K +2,361 +3%
First Trust Advisors
65
First Trust Advisors
Illinois
$3.98M -$1.52M -23,893 -25%
Squarepoint
66
Squarepoint
New York
$3.91M +$1.86M +29,299 +74%
SAM
67
Storebrand Asset Management
Norway
$3.91M +$665K +10,461 +18%
EAM
68
Erste Asset Management
Austria
$3.84M -$104K -1,631 -2%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$3.63M +$421K +6,626 +12%
Stifel Financial
70
Stifel Financial
Missouri
$3.62M -$6.48K -102 -0.2%
BG
71
Bahl & Gaynor
Ohio
$3.58M +$64.1K +1,009 +2%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$3.52M +$29.4K +462 +0.8%
CCG
73
Chatham Capital Group
Georgia
$3.52M -$20.8K -327 -0.5%
UBS AM
74
UBS AM
Illinois
$3.47M +$624K +9,814 +19%
TPSF
75
Texas Permanent School Fund
Texas
$3.27M +$58.4K +919 +2%

AAON Hedge Fund Activity: Q3 2023 in Review

291 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2023, worth a combined $3.28B — down 11% from $3.71B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AAON and 39 opened new positions — a net loss of 10 holders — while 126 trimmed existing stakes and 112 added.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $31.5M. The largest seller was Capital Advisors Inc, cutting an estimated $98.5M.

  • 291 institutional investors held Aaon (AAON) as of Q3 2023, down from 303 in Q2 2023.
  • Funds reported $3.28B of Aaon stock for Q3 2023, down 11% quarter-over-quarter.
  • 39 funds opened new Aaon positions in Q3 2023 and 49 closed out, a net change of -10 holders.
  • The largest Aaon buyer in Q3 2023 was Lord, Abbett & Co, an estimated $31.5M added.
  • The largest Aaon seller in Q3 2023 was Capital Advisors Inc, an estimated $98.5M sold.

Based on aggregated 13F filings for Q3 2023.