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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
Holocene Advisors
126
Holocene Advisors
New York
$210K -$32.6K -1,344 -14%
M&T Bank
127
M&T Bank
New York
$204K +$190K +7,826 New
Mariner
128
Mariner
Kansas
$202K +$189K +7,781 New
CAL
129
Capital Analysts LLC
Pennsylvania
$201K
AIP
130
Ameritas Investment Partners
Nebraska
$136K
RCM
131
Riverhead Capital Management
Delaware
$133K
SEI Investments
132
SEI Investments
Pennsylvania
$127K +$40.7K +1,677 +52%
SG Americas Securities
133
SG Americas Securities
New York
$106K +$98.7K +4,062 New
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$89K
PG
135
PEAK6 Group
Illinois
$89K +$4.3K +177 +5%
HNB
136
Huntington National Bank
Ohio
$87K -$874 -36 -1%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$82K
OWA
138
One Wealth Advisors
California
$70K +$1.82K +75 +3%
LIA
139
LS Investment Advisors
Michigan
$48K +$2.65K +109 +6%
AIM
140
Anchor Investment Management
South Carolina
$46.8K
AG
141
Advisor Group
Arizona
$37K +$11.8K +487 +52%
APA
142
American Portfolios Advisors
New York
$31K -$1.09K -45 -4%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$29K +$1.7K +70 +7%
Parallax Volatility Advisers
144
Parallax Volatility Advisers
California
$25K -$206K -8,475 -90%
LTFS
145
Ladenburg Thalmann Financial Services
Florida
$23K +$12.8K +529 +155%
QCG
146
Quadrant Capital Group
Ohio
$22K
SWA
147
Sutton Wealth Advisors
Florida
$19.3K
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$8K +$1.24K +51 +18%
GAM
149
Gemmer Asset Management
California
$6K
MCM
150
MV Capital Management
Maryland
$6K

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.