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167 hedge funds and large institutions have $1.78B invested in Aaon in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

33% more capital invested

Capital invested by funds: $1.34B → $1.78B (+$443M)

5% more funds holding

Funds holding: 159167 (+8)

1.36% more ownership

Funds ownership: 110.11%111.46% (+1.4%)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $1.22M

Holders
167
Holders Change
+8
Holders Change %
+5.03%
% 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
19
Increased
59
Reduced
55
Closed
11
Calls
$1.17M
Puts
$1.22M
Net Calls
-$51K
Net Calls Change
+$239K
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
101
Laurel Wealth Advisors (California)
California
$416K
ZCM
102
Zebra Capital Management
Connecticut
$413K +$62.4K +2,377 +22%
GHCM
103
Glen Harbor Capital Management
California
$367K
Victory Capital Management
104
Victory Capital Management
Texas
$363K -$193K -7,361 -38%
AB
105
Amalgamated Bank
New York
$307K +$8.22K +313 +3%
ECM
106
Everence Capital Management
Indiana
$305K +$260K +9,900 New
MCIM
107
Meadow Creek Investment Management
Georgia
$303K
USAA
108
United Services Automobile Association
Texas
$301K
AQR Capital Management
109
AQR Capital Management
Connecticut
$295K
Truist Financial
110
Truist Financial
North Carolina
$291K -$11.9K -453 -5%
O
111
OppenheimerFunds
New York
$290K +$2.1K +80 +0.9%
Creative Planning
112
Creative Planning
Kansas
$286K -$13.5K -514 -5%
ProShare Advisors
113
ProShare Advisors
Maryland
$261K +$223K +8,480 New
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$243K -$880K -33,520 -81%
EP
115
Elkfork Partners
Oregon
$238K
AIM
116
Axiom Investment Management
New York
$231K +$197K +7,500 New
CL
117
CIM LLC
New York
$218K +$186K +7,077 New
AG
118
Advisor Group
Arizona
$216K -$37.6K -1,430 -17%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$191K +$119K +4,541 +272%
RCM
120
Riverhead Capital Management
Delaware
$189K
TAM
121
Tyers Asset Management
Texas
$173K
AIP
122
Ameritas Investment Partners
Nebraska
$161K
SEI Investments
123
SEI Investments
Pennsylvania
$159K +$13.5K +514 +11%
Parallax Volatility Advisers
124
Parallax Volatility Advisers
California
$152K +$130K +4,950 New
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$139K

AAON Hedge Fund Activity: Q1 2019 in Review

167 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2019, worth a combined $1.78B — up 33% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AAON positions and 11 closed out — a net gain of 8 holders — while 59 added to existing stakes and 55 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $8.99M. The largest seller was Neuberger Berman Group, cutting an estimated $5.28M.

  • 167 institutional investors held Aaon (AAON) as of Q1 2019, up from 159 in Q4 2018.
  • Funds reported $1.78B of Aaon stock for Q1 2019, up 33% quarter-over-quarter.
  • 19 funds opened new Aaon positions in Q1 2019 and 11 closed out, a net change of +8 holders.
  • The largest Aaon buyer in Q1 2019 was Loomis, Sayles & Company, an estimated $8.99M added.
  • The largest Aaon seller in Q1 2019 was Neuberger Berman Group, an estimated $5.28M sold.

Based on aggregated 13F filings for Q1 2019.