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171 hedge funds and large institutions have $1.85B invested in Aaon in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 43

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

3.77% more ownership

Funds ownership: 110.38%114.16% (+3.8%)

1% more funds holding

Funds holding: 169171 (+2)

4% less capital invested

Capital invested by funds: $1.92B → $1.85B (-$74M)

78% less call options, than puts

Call options by funds: $606K | Put options by funds: $2.79M

Holders
171
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
69
Reduced
43
Closed
15
Calls
$606K
Puts
$2.79M
Net Calls
-$2.18M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
126
D.E. Shaw & Co
New York
$223K -$14.5K -450 -6%
RCM
127
Riverhead Capital Management
Delaware
$188K
TAM
128
Tyers Asset Management
Texas
$172K
AIP
129
Ameritas Investment Partners
Nebraska
$160K
AG
130
Advisor Group
Arizona
$159K -$68.8K -2,133 -29%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$152K +$14.5K +450 +10%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$150K +$82.6K +2,559 +113%
BAM
133
Belpointe Asset Management
Nevada
$125K
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$117K
QT
135
Quantamental Technologies
New York
$114K +$120K +3,711 New
Marshall Wace
136
Marshall Wace
United Kingdom
$82K +$85.5K +2,648 New
MOACM
137
Mutual of America Capital Management
New York
$69K +$2.74K +85 +4%
EIP
138
Ellis Investment Partners
Pennsylvania
$65K
ST
139
Smithfield Trust
Pennsylvania
$61K
LIA
140
LS Investment Advisors
Michigan
$53K
HNB
141
Huntington National Bank
Ohio
$52K
TRCT
142
Tower Research Capital (TRC)
New York
$52K +$54.5K +1,688 New
NIT
143
NumerixS Investment Technologies
British Columbia, Canada
$41K +$24.2K +750 +125%
APA
144
American Portfolios Advisors
New York
$36.2K
SWA
145
Sutton Wealth Advisors
Florida
$28.6K
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$27K -$1.65K -51 -6%
QCG
147
Quadrant Capital Group
Ohio
$27K
PMFA
148
Plante Moran Financial Advisors
Michigan
$21K +$22.4K +693 New
Bessemer Group
149
Bessemer Group
New Jersey
$16K +$16.6K +513 New
Fidelity Investments
150
Fidelity Investments
Massachusetts
$14K -$1.55K -48 -10%

AAON Hedge Fund Activity: Q3 2019 in Review

171 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2019, worth a combined $1.85B — down 3.8% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AAON positions and 15 closed out — a net gain of 2 holders — while 69 added to existing stakes and 43 trimmed.

The largest buyer was Adams Asset Advisors, opening a new position worth an estimated $48.4M. The largest seller was Neuberger Berman Group, cutting an estimated $3.41M.

  • 171 institutional investors held Aaon (AAON) as of Q3 2019, up from 169 in Q2 2019.
  • Funds reported $1.85B of Aaon stock for Q3 2019, down 3.8% quarter-over-quarter.
  • 17 funds opened new Aaon positions in Q3 2019 and 15 closed out, a net change of +2 holders.
  • The largest Aaon buyer in Q3 2019 was Adams Asset Advisors, an estimated $48.4M added.
  • The largest Aaon seller in Q3 2019 was Neuberger Berman Group, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2019.