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159 hedge funds and large institutions have $1.34B invested in Aaon in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 158159 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.54% less ownership

Funds ownership: 111.64%110.11% (-1.5%)

9% less capital invested

Capital invested by funds: $1.47B → $1.34B (-$130M)

39% less call options, than puts

Call options by funds: $449K | Put options by funds: $739K

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
59
Reduced
50
Closed
18
Calls
$449K
Puts
$739K
Net Calls
-$290K
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$762K -$109K -4,530 -12%
M&T Bank
77
M&T Bank
New York
$746K +$57.4K +2,392 +8%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$739K -$3.6K -150 -0.5%
MIM
79
MetLife Investment Management
New Jersey
$669K
Barclays
80
Barclays
United Kingdom
$659K -$931K -38,775 -58%
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$624K -$142K -5,925 -18%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$602K +$18.6K +774 +3%
OPERF
83
Oregon Public Employees Retirement Fund
Oregon
$542K +$557K +23,180 New
LSERS
84
Louisiana State Employees Retirement System
Louisiana
$536K -$95.5K -3,976 -15%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$529K
AI
86
Atria Investments
North Carolina
$521K +$124K +5,169 +30%
COPPSERS
87
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$488K +$151K +6,302 +43%
SOADOR
88
State of Alaska Department of Revenue
Alaska
$477K +$12.1K +502 +3%
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$473K
Holocene Advisors
90
Holocene Advisors
New York
$466K +$224K +9,338 +88%
Victory Capital Management
91
Victory Capital Management
Texas
$448K +$17.9K +747 +4%
MSA
92
Mason Street Advisors
Wisconsin
$442K +$19.5K +810 +4%
Public Employees Retirement Association of Colorado
93
Public Employees Retirement Association of Colorado
Colorado
$433K
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$433K
MERSOM
95
Municipal Employees' Retirement System of Michigan
Michigan
$413K +$425K +17,685 New
AG
96
Aperio Group
California
$406K -$235K -9,786 -36%
JP Morgan Chase
97
JP Morgan Chase
New York
$370K +$35.4K +1,474 +10%
XK
98
Xact Kapitalforvaltning
Sweden
$341K
PIA
99
Piedmont Investment Advisors
North Carolina
$339K +$10.1K +422 +3%
LWAC
100
Laurel Wealth Advisors (California)
California
$315K

AAON Hedge Fund Activity: Q4 2018 in Review

159 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2018, worth a combined $1.34B — down 8.8% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AAON positions and 18 closed out — a net gain of 1 holder — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $7.99M. The largest seller was Conestoga Capital Advisors, cutting an estimated $21M.

  • 159 institutional investors held Aaon (AAON) as of Q4 2018, up from 158 in Q3 2018.
  • Funds reported $1.34B of Aaon stock for Q4 2018, down 8.8% quarter-over-quarter.
  • 19 funds opened new Aaon positions in Q4 2018 and 18 closed out, a net change of +1 holder.
  • The largest Aaon buyer in Q4 2018 was Loomis, Sayles & Company, an estimated $7.99M added.
  • The largest Aaon seller in Q4 2018 was Conestoga Capital Advisors, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2018.