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Aaon
AAON

253 hedge funds and large institutions have $2.7B invested in Aaon in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

32% more capital invested

Capital invested by funds: $2.04B → $2.7B (+$655M)

14% more funds holding

Funds holding: 221 → 253 (+32)

4% more call options, than puts

Call options by funds: $776K | Put options by funds: $746K

0% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 84

2.29% less ownership

Funds ownership: 107.11% → 104.82% (-2.3%)

Holders
253
Holders Change
+32
Holders Change %
+14.48%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
84
Reduced
84
Closed
18
Calls
$776K
Puts
$746K
Net Calls
+$30K
Net Calls Change
+$25K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$97.1M
2
Millennium Management
Millennium Management
New York
+$18.8M
3
DCM
Driehaus Capital Management
Illinois
+$14.7M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$12.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$9.28M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$34M
2
Ameriprise
Ameriprise
Minnesota
-$24.6M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$23.3M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$21M
5
CVA
Ceredex Value Advisors
Florida
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOADOR
76
State of Alaska Department of Revenue
Alaska
$2.2M +$13.6K +291 +0.7%
WB
77
WesBanco Bank
West Virginia
$2.16M +$2M +42,969 New
TPSF
78
Texas Permanent School Fund
Texas
$2.13M -$137K -2,928 -6%
AG
79
Algert Global
California
$2.13M +$1.97M +42,315 New
EGM
80
Engineers Gate Manager
New York
$2.09M +$1.95M +41,697 New
YCM
81
Yousif Capital Management
Michigan
$2.07M -$440K -9,435 -19%
RA
82
Royce & Associates
New York
$1.98M +$1.07M +22,864 +138%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$1.93M -$23.3M -500,010 -93%
E
84
Ergoteles
New York
$1.92M +$1.79M +38,277 New
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$1.91M +$756K +16,212 +74%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$1.82M +$986K +21,133 +140%
AIG
87
American International Group
New York
$1.79M -$12.6K -270 -0.8%
KCM
88
Kennedy Capital Management
Missouri
$1.77M +$787K +16,875 +92%
QC
89
Quadrature Capital
United Kingdom
$1.76M +$1.64M +35,112 New
MIM
90
MetLife Investment Management
New Jersey
$1.75M -$27.3K -585 -2%
AIA
91
Allied Investment Advisors
Montana
$1.73M -$19.6K -420 -1%
Deutsche Bank
92
Deutsche Bank
Germany
$1.73M +$180K +3,858 +13%
AI
93
Atria Investments
North Carolina
$1.69M -$237K -5,087 -13%
HF
94
HRT Financial
New York
$1.69M +$1.24M +26,516 +376%
Marshall Wace
95
Marshall Wace
United Kingdom
$1.65M +$1.53M +32,786 New
AB
96
Amalgamated Bank
New York
$1.57M +$15.3K +327 +1%
ZIM
97
Zacks Investment Management
Illinois
$1.57M +$13.6K +291 +0.9%
Barclays
98
Barclays
United Kingdom
$1.57M +$671K +14,387 +85%
Squarepoint
99
Squarepoint
New York
$1.55M -$2.09M -44,727 -59%
ECM
100
ExodusPoint Capital Management
New York
$1.52M +$1.42M +30,348 New
2 3
4
5 6

AAON Hedge Fund Activity: Q4 2022 in Review

253 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2022, worth a combined $2.7B — up 32% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AAON positions and 18 closed out — a net gain of 37 holders — while 84 added to existing stakes and 84 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.1M. The largest seller was Neuberger Berman Group, cutting an estimated $34M.

  • 253 institutional investors held Aaon (AAON) as of Q4 2022, up from 221 in Q3 2022.
  • Funds reported $2.7B of Aaon stock for Q4 2022, up 32% quarter-over-quarter.
  • 55 funds opened new Aaon positions in Q4 2022 and 18 closed out, a net change of +37 holders.
  • The largest Aaon buyer in Q4 2022 was Morgan Stanley, an estimated $97.1M added.
  • The largest Aaon seller in Q4 2022 was Neuberger Berman Group, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2022.