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Aaon
AAON

205 hedge funds and large institutions have $2.4B invested in Aaon in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $490K | Put options by funds: $254K

14% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 66

5% more capital invested

Capital invested by funds: $2.29B → $2.4B (+$110M)

0.47% more ownership

Funds ownership: 104.9% → 105.37% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 207 → 205 (-2)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

Holders
205
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
75
Reduced
66
Closed
21
Calls
$490K
Puts
$254K
Net Calls
+$236K
Net Calls Change
+$811K

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$18.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$9.66M
3
Morgan Stanley
Morgan Stanley
New York
+$8.48M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.06M
5
Norges Bank
Norges Bank
Norway
+$4.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$42.6M
2
EAM
Erste Asset Management
Austria
-$7.37M
3
First Trust Advisors
First Trust Advisors
Illinois
-$4.28M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$3.36M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
101
Baker Tilly Wealth Management
Wisconsin
$899K +$85.5K +1,970 +11%
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$813K +$810K +18,660 New
OQS
103
Occudo Quantitative Strategies
Florida
$788K +$50.2K +1,156 +7%
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$774K – – –
AQR Capital Management
105
AQR Capital Management
Connecticut
$766K +$205K +4,721 +37%
ASRS
106
Arizona State Retirement System
Arizona
$747K +$3.65K +84 +0.5%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$736K – – –
Russell Investments Group
108
Russell Investments Group
United Kingdom
$733K -$225K -5,181 -24%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$656K +$41.8K +963 +7%
ACM
110
AlphaCrest Capital Management
New York
$637K -$437K -10,077 -41%
Handelsbanken Fonder
111
Handelsbanken Fonder
Sweden
$635K – – –
ETC
112
Exchange Traded Concepts
Oklahoma
$624K +$175K +4,043 +39%
GT
113
Glenmede Trust
Pennsylvania
$621K -$8.77K -202 -1%
NA
114
NewEdge Advisors
Louisiana
$610K – – –
SGI
115
Summit Global Investments
Utah
$549K -$710K -16,350 -56%
PWS
116
Precision Wealth Strategies
Missouri
$542K +$112K +2,572 +26%
Skandinaviska Enskilda Banken (SEB)
117
Skandinaviska Enskilda Banken (SEB)
Sweden
$542K +$540K +12,450 New
ECM
118
Everence Capital Management
Indiana
$535K – – –
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$525K – – –
CGH
120
Crossmark Global Holdings
Texas
$492K -$5.86K -135 -1%
LPL Financial
121
LPL Financial
California
$480K +$76.6K +1,765 +19%
CTC
122
Central Trust Company
Missouri
$466K +$465K +10,706 New
HSBC Holdings
123
HSBC Holdings
United Kingdom
$455K +$63.4K +1,462 +16%
CAM
124
Cresset Asset Management
Illinois
$452K +$17K +392 +4%
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$441K +$81.9K +1,888 +23%
3 4
5
6 7

AAON Hedge Fund Activity: Q3 2021 in Review

205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2021, worth a combined $2.4B — up 4.8% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AAON and 19 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 75 added.

The largest buyer was Eaton Vance Management, adding an estimated $18.4M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $42.6M.

  • 205 institutional investors held Aaon (AAON) as of Q3 2021, down from 207 in Q2 2021.
  • Funds reported $2.4B of Aaon stock for Q3 2021, up 4.8% quarter-over-quarter.
  • 19 funds opened new Aaon positions in Q3 2021 and 21 closed out, a net change of -2 holders.
  • The largest Aaon buyer in Q3 2021 was Eaton Vance Management, an estimated $18.4M added.
  • The largest Aaon seller in Q3 2021 was Kayne Anderson Rudnick Investment Management, an estimated $42.6M sold.

Based on aggregated 13F filings for Q3 2021.