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203 hedge funds and large institutions have $2.08B invested in Aaon in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $1.13M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 65

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0.84% less ownership

Funds ownership: 108.05%107.21% (-0.84%)

1% less funds holding

Funds holding: 205203 (-2)

1% less capital invested

Capital invested by funds: $2.11B → $2.08B (-$31M)

Holders
203
Holders Change
-2
Holders Change %
-0.98%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
75
Reduced
65
Closed
26
Calls
$1.73M
Puts
$1.13M
Net Calls
+$598K
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
126
Baird Financial Group
Wisconsin
$339K +$39.1K +1,118 +14%
ProShare Advisors
127
ProShare Advisors
Maryland
$336K -$167K -4,762 -34%
Creative Planning
128
Creative Planning
Kansas
$330K +$4.73K +135 +2%
LWAC
129
Laurel Wealth Advisors (California)
California
$329K
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$318K
GCM
131
Gibraltar Capital Management
Oklahoma
$317K
CL
132
CIM LLC
New York
$301K -$3.05K -87 -1%
Osaic Holdings
133
Osaic Holdings
Arizona
$293K +$83.2K +2,375 +42%
DTL
134
Dynamic Technology Lab
Singapore
$288K +$276K +7,890 New
CCA
135
Cadent Capital Advisors
Oklahoma
$277K
LPL Financial
136
LPL Financial
California
$274K +$8.82K +252 +3%
HSA
137
HBK Sorce Advisory
Pennsylvania
$273K +$262K +7,488 New
LA
138
Lindenwold Advisors
Pennsylvania
$248K +$33.1K +945 +16%
LWAM
139
Legacy Wealth Asset Management
Minnesota
$222K +$7.14K +204 +3%
II
140
Inspire Investing
Idaho
$214K -$19K -543 -8%
BCI
141
Brinker Capital Investments
Pennsylvania
$214K +$206K +5,876 New
CGH
142
Crossmark Global Holdings
Texas
$211K +$3.15K +90 +2%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$210K +$43.1K +1,230 +27%
VAS
144
Vestmark Advisory Solutions
Massachusetts
$205K -$15.1K -430 -7%
QCM
145
Quantinno Capital Management
New York
$204K
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$195K +$37.6K +1,073 +25%
KBC Group
147
KBC Group
Belgium
$195K +$187K +5,348 New
AIP
148
Ameritas Investment Partners
Nebraska
$182K
SOW
149
State of Wyoming
Wyoming
$170K +$49.4K +1,412 +44%
BAM
150
Belpointe Asset Management
Nevada
$159K

AAON Hedge Fund Activity: Q2 2022 in Review

203 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2022, worth a combined $2.08B — down 1.5% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AAON positions and 26 closed out — a net gain of 2 holders — while 75 added to existing stakes and 65 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $16.6M. The largest seller was Neuberger Berman Group, cutting an estimated $29.6M.

  • 203 institutional investors held Aaon (AAON) as of Q2 2022, down from 205 in Q1 2022.
  • Funds reported $2.08B of Aaon stock for Q2 2022, down 1.5% quarter-over-quarter.
  • 28 funds opened new Aaon positions in Q2 2022 and 26 closed out, a net change of +2 holders.
  • The largest Aaon buyer in Q2 2022 was Conestoga Capital Advisors, an estimated $16.6M added.
  • The largest Aaon seller in Q2 2022 was Neuberger Berman Group, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2022.