We are live on ! Find out more

157 hedge funds and large institutions have $1.42B invested in Aaon in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 50

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $1.34B → $1.42B (+$82.9M)

0.03% more ownership

Funds ownership: 104.35%104.38% (+0.03%)

0% more funds holding

Funds holding: 157157 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more call options, than puts

Call options by funds: $222K | Put options by funds: $222K

Holders
157
Holders Change
Holders Change %
0%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
63
Reduced
50
Closed
11
Calls
$222K
Puts
$222K
Net Calls
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
XK
101
Xact Kapitalforvaltning
Sweden
$391K +$146K +6,000 +66%
MCIM
102
Meadow Creek Investment Management
Georgia
$388K -$508K -20,916 -58%
Truist Financial
103
Truist Financial
North Carolina
$367K +$656 +27 +0.2%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$364K +$22.4K +921 +7%
Teacher Retirement System of Texas
105
Teacher Retirement System of Texas
Texas
$362K -$188K -7,748 -36%
Victory Capital Management
106
Victory Capital Management
Texas
$353K +$103K +4,224 +45%
PIA
107
Piedmont Investment Advisors
North Carolina
$337K +$11.9K +488 +4%
Stifel Financial
108
Stifel Financial
Missouri
$333K +$79.1K +3,255 +34%
FA
109
FDx Advisors
Illinois
$312K -$874 -36 -0.3%
SCM
110
Silvant Capital Management
Georgia
$306K +$285K +11,754 New
EP
111
Elkfork Partners
Oregon
$305K -$399K -16,434 -58%
PA
112
Profund Advisors
Maryland
$304K +$70.8K +2,917 +33%
Citigroup
113
Citigroup
New York
$293K -$53.8K -2,215 -16%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$265K -$77.6K -3,193 -24%
OAC
115
OMERS Administration Corp
Ontario, Canada
$265K +$248K +10,200 New
ProShare Advisors
116
ProShare Advisors
Maryland
$255K -$30.3K -1,248 -11%
USAA
117
United Services Automobile Association
Texas
$254K +$238K +9,786 New
O
118
OppenheimerFunds
New York
$252K -$103K -4,231 -30%
Creative Planning
119
Creative Planning
Kansas
$249K
HighTower Advisors
120
HighTower Advisors
Illinois
$241K +$226K +9,294 New
CPH
121
C Partners Holding
Switzerland
$239K -$50.2K -2,066 -18%
CGH
122
Crossmark Global Holdings
Texas
$235K -$53.4K -2,199 -20%
AB
123
Amalgamated Bank
New York
$232K -$4.15K -171 -2%
TAM
124
Tyers Asset Management
Texas
$222K -$290K -11,952 -58%
GT
125
Glenmede Trust
Pennsylvania
$212K

AAON Hedge Fund Activity: Q1 2018 in Review

157 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2018, worth a combined $1.42B — up 6.2% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AAON positions and 11 closed out — a net gain of 2 holders — while 63 added to existing stakes and 50 trimmed.

The largest buyer was Invesco, adding an estimated $16.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $33.9M.

  • 157 institutional investors held Aaon (AAON) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $1.42B of Aaon stock for Q1 2018, up 6.2% quarter-over-quarter.
  • 13 funds opened new Aaon positions in Q1 2018 and 11 closed out, a net change of +2 holders.
  • The largest Aaon buyer in Q1 2018 was Invesco, an estimated $16.5M added.
  • The largest Aaon seller in Q1 2018 was T. Rowe Price Associates, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2018.