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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
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$118K -$20.1K -764 -17%
BAM
127
Belpointe Asset Management
Nevada
$116K +$99K +3,768 New
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$98K -$22.7K -863 -21%
PI
129
PineBridge Investments
New York
$91K -$9.77K -372 -11%
OWA
130
One Wealth Advisors
California
$75K +$64.1K +2,441 New
HNB
131
Huntington National Bank
Ohio
$70K -$2.02K -77 -3%
PWM
132
PRW Wealth Management
Massachusetts
$60K
LIA
133
LS Investment Advisors
Michigan
$57K
MOACM
134
Mutual of America Capital Management
New York
$53K +$5.73K +218 +14%
APA
135
American Portfolios Advisors
New York
$37.9K -$79 -3 -0.2%
WAM
136
Wealthspire Advisors (Maryland)
Maryland
$31K
SWA
137
Sutton Wealth Advisors
Florida
$28.7K +$4.99K +190 +26%
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$28K -$5.44K -207 -18%
QCG
139
Quadrant Capital Group
Ohio
$27K
SWM
140
SeaCrest Wealth Management
New York
$24K
FHA
141
First Horizon Advisors
Tennessee
$13K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$13K +$5.75K +219 +112%
CAM
143
Cresset Asset Management
Illinois
$12K +$9.61K +366 +2,033%
SMFS
144
Squar Milner Financial Services
California
$10K
AIM
145
Anchor Investment Management
South Carolina
$8.08K -$17.7K -675 -72%
CB
146
CNB Bank
Pennsylvania
$7K
MCM
147
MV Capital Management
Maryland
$7K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$7K +$6.28K +239 New
RCAG
149
Rehmann Capital Advisory Group
Michigan
$6.28K +$5.36K +204 New
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$5K -$3.55K -135 -48%

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.