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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
SG Americas Securities
76
SG Americas Securities
New York
$3.27M +$3.65M +57,481 New
US Bancorp
77
US Bancorp
Minnesota
$3.24M +$63.9K +1,006 +2%
AAM
78
Azzad Asset Management
Virginia
$3.19M +$220K +3,466 +7%
SWP
79
Strategic Wealth Partners
Ohio
$3.13M +$173K +2,720 +5%
California Public Employees Retirement System
80
California Public Employees Retirement System
California
$3.02M +$3.37M +53,104 New
Allspring Global Investments
81
Allspring Global Investments
North Carolina
$2.87M +$3.08M +48,421 +2,375%
AA
82
ALPS Advisors
Colorado
$2.72M +$2.7M +42,483 +807%
PP
83
PDT Partners
New York
$2.61M +$2.92M +45,951 New
CP
84
CenterBook Partners
Connecticut
$2.6M +$380K +5,981 +15%
COPPSERS
85
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.58M -$1.74M -27,387 -38%
Los Angeles Capital Management
86
Los Angeles Capital Management
California
$2.53M +$351K +5,522 +14%
SOADOR
87
State of Alaska Department of Revenue
Alaska
$2.4M -$8.52K -134 -0.3%
Barclays
88
Barclays
United Kingdom
$2.36M -$186K -2,929 -7%
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$2.34M -$205K -3,232 -7%
DFCM
90
Dark Forest Capital Management
Puerto Rico
$2.31M +$2.21M +34,725 +592%
ZIM
91
Zacks Investment Management
Illinois
$2.17M -$46.4K -730 -2%
CAI
92
Capital Advisors Inc
Oklahoma
$2.17M -$98.5M -1,549,391 -98%
Deutsche Bank
93
Deutsche Bank
Germany
$2.15M -$5.12M -80,627 -68%
AIG
94
American International Group
New York
$2.11M +$62.3K +980 +3%
MAP
95
Moody Aldrich Partners
Massachusetts
$2.08M +$84.2K +1,325 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
96
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.04M +$1.04M +16,350 +84%
IMRF
97
Illinois Municipal Retirement Fund
Illinois
$2.04M +$2.28M +35,810 New
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.04M +$518K +8,158 +30%
MIM
99
MetLife Investment Management
New Jersey
$2.03M
YCM
100
Yousif Capital Management
Michigan
$1.98M -$28.2K -443 -1%

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.