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Aaon
AAON

Overview Fund Activity

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
Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
3.62%
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

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$10.5M
2
CAI
Capital Advisors Inc
Oklahoma
+$9.81M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.87M
4
AI
Atria Investments
North Carolina
+$3.8M
5
Goldman Sachs
Goldman Sachs
New York
+$2.6M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.19M
2
Bank of America
Bank of America
North Carolina
-$4.11M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$3.06M
4
Morgan Stanley
Morgan Stanley
New York
-$2.52M
5
CCA
Conestoga Capital Advisors
Pennsylvania
-$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$118K -$23.6K -764 -17%
BAM
127
Belpointe Asset Management
Nevada
$116K +$116K +3,768 New
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$98K -$26.7K -863 -21%
PI
129
PineBridge Investments
New York
$91K -$11.5K -372 -11%
OWA
130
One Wealth Advisors
California
$75K +$75K +2,441 New
HNB
131
Huntington National Bank
Ohio
$70K -$2.39K -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 +$6.68K +218 +14%
APA
135
American Portfolios Advisors
New York
$37.9K -$92 -3 -0.2%
WAM
136
Wealthspire Advisors (Maryland)
Maryland
$31K – – –
SWA
137
Sutton Wealth Advisors
Florida
$28.7K +$5.85K +190 +26%
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$28K -$6.33K -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 +$6.88K +219 +112%
CAM
143
Cresset Asset Management
Illinois
$12K +$11.4K +366 +2,033%
SMFS
144
Squar Milner Financial Services
California
$10K – – –
AIM
145
Anchor Investment Management
South Carolina
$8.08K -$20.7K -675 -72%
CB
146
CNB Bank
Pennsylvania
$7K – – –
MCM
147
MV Capital Management
Maryland
$7K – – –
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$7K +$7K +239 New
RCAG
149
Rehmann Capital Advisory Group
Michigan
$6.28K +$6.28K +204 New
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$5K -$4.59K -135 -48%
4 5
6
7 8