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158 hedge funds and large institutions have $1.47B invested in Aaon in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $1.26B → $1.47B (+$212M)

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

3.24% more ownership

Funds ownership: 108.4%111.64% (+3.2%)

2% more funds holding

Funds holding: 155158 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

43% less call options, than puts

Call options by funds: $563K | Put options by funds: $986K

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
59
Reduced
51
Closed
12
Calls
$563K
Puts
$986K
Net Calls
-$423K
Net Calls Change
-$486K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
76
MetLife Investment Management
New Jersey
$722K
AG
77
Aperio Group
California
$685K -$436 -17 -0.1%
LSERS
78
Louisiana State Employees Retirement System
Louisiana
$679K -$3.85K -150 -0.6%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$629K
ZCM
80
Zebra Capital Management
Connecticut
$601K -$232K -9,045 -28%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$570K
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$510K
SOADOR
83
State of Alaska Department of Revenue
Alaska
$502K +$6.93K +270 +1%
SRAM
84
Stone Ridge Asset Management
New York
$498K
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$467K -$19.2K -750 -4%
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$467K
Victory Capital Management
87
Victory Capital Management
Texas
$464K +$69K +2,691 +17%
MSA
88
Mason Street Advisors
Wisconsin
$457K +$16.8K +654 +4%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$451K -$742K -28,943 -62%
AI
90
Atria Investments
North Carolina
$431K +$136K +5,286 +45%
OTPPB
91
Ontario Teachers' Pension Plan Board
Ontario, Canada
$402K +$409K +15,957 New
KeyBank National Association
92
KeyBank National Association
Ohio
$388K -$111K -4,346 -22%
COPPSERS
93
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$368K +$46.3K +1,804 +14%
XK
94
Xact Kapitalforvaltning
Sweden
$367K
JP Morgan Chase
95
JP Morgan Chase
New York
$361K -$1.41M -54,852 -79%
PIA
96
Piedmont Investment Advisors
North Carolina
$355K -$513 -20 -0.1%
Wolverine Trading
97
Wolverine Trading
Illinois
$354K +$361K +14,063 New
LWAC
98
Laurel Wealth Advisors (California)
California
$340K -$115K -4,500 -25%
Truist Financial
99
Truist Financial
North Carolina
$325K -$19.1K -746 -5%
AQR Capital Management
100
AQR Capital Management
Connecticut
$306K -$78K -3,039 -20%

AAON Hedge Fund Activity: Q3 2018 in Review

158 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2018, worth a combined $1.47B — up 17% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AAON positions and 12 closed out — a net gain of 5 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $37M. The largest seller was RK Capital Management (Colorado), exiting entirely with an estimated $6.25M sold.

  • 158 institutional investors held Aaon (AAON) as of Q3 2018, up from 155 in Q2 2018.
  • Funds reported $1.47B of Aaon stock for Q3 2018, up 17% quarter-over-quarter.
  • 17 funds opened new Aaon positions in Q3 2018 and 12 closed out, a net change of +5 holders.
  • The largest Aaon buyer in Q3 2018 was Kayne Anderson Rudnick Investment Management, an estimated $37M added.
  • The largest Aaon seller in Q3 2018 was RK Capital Management (Colorado), an estimated $6.25M sold.

Based on aggregated 13F filings for Q3 2018.