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169 hedge funds and large institutions have $1.92B invested in Aaon in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

8% more capital invested

Capital invested by funds: $1.78B → $1.92B (+$141M)

1% more funds holding

Funds holding: 167169 (+2)

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.08% less ownership

Funds ownership: 111.46%110.38% (-1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $903K

Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
54
Closed
14
Calls
Puts
$903K
Net Calls
-$903K
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
126
Riverhead Capital Management
Delaware
$206K
CL
127
CIM LLC
New York
$201K -$34.3K -1,080 -15%
HSA
128
HBK Sorce Advisory
Pennsylvania
$201K +$191K +6,002 New
TAM
129
Tyers Asset Management
Texas
$188K
AIP
130
Ameritas Investment Partners
Nebraska
$175K
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$151K
Victory Capital Management
132
Victory Capital Management
Texas
$144K -$238K -7,486 -63%
BAM
133
Belpointe Asset Management
Nevada
$136K +$9.52K +300 +8%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$128K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$77K -$125K -3,945 -64%
MOACM
136
Mutual of America Capital Management
New York
$73K +$14.3K +450 +26%
EIP
137
Ellis Investment Partners
Pennsylvania
$70K +$67.8K +2,135 New
ST
138
Smithfield Trust
Pennsylvania
$66K +$63.1K +1,988 New
LIA
139
LS Investment Advisors
Michigan
$58K -$3.27K -103 -6%
HNB
140
Huntington National Bank
Ohio
$57K -$18.1K -570 -25%
APA
141
American Portfolios Advisors
New York
$39.6K -$1.52K -48 -4%
SWA
142
Sutton Wealth Advisors
Florida
$31.2K
LTFS
143
Ladenburg Thalmann Financial Services
Florida
$31K +$63 +2 +0.2%
QCG
144
Quadrant Capital Group
Ohio
$29K
NIT
145
NumerixS Investment Technologies
British Columbia, Canada
$20K +$19K +600 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
$17K +$2.76K +87 +21%
FHA
147
First Horizon Advisors
Tennessee
$15K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$13K +$5.24K +165 +69%
RCAG
149
Rehmann Capital Advisory Group
Michigan
$10.6K +$3.62K +114 +56%
AIM
150
Anchor Investment Management
South Carolina
$8.78K

AAON Hedge Fund Activity: Q2 2019 in Review

169 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2019, worth a combined $1.92B — up 7.9% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AAON positions and 14 closed out — a net gain of 6 holders — while 55 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.91M. The largest seller was Wasatch Advisors, cutting an estimated $13.2M.

  • 169 institutional investors held Aaon (AAON) as of Q2 2019, up from 167 in Q1 2019.
  • Funds reported $1.92B of Aaon stock for Q2 2019, up 7.9% quarter-over-quarter.
  • 20 funds opened new Aaon positions in Q2 2019 and 14 closed out, a net change of +6 holders.
  • The largest Aaon buyer in Q2 2019 was Morgan Stanley, an estimated $7.91M added.
  • The largest Aaon seller in Q2 2019 was Wasatch Advisors, an estimated $13.2M sold.

Based on aggregated 13F filings for Q2 2019.