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159 hedge funds and large institutions have $1.34B invested in Aaon in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 158159 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.54% less ownership

Funds ownership: 111.64%110.11% (-1.5%)

9% less capital invested

Capital invested by funds: $1.47B → $1.34B (-$130M)

39% less call options, than puts

Call options by funds: $449K | Put options by funds: $739K

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.54%
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
50
Closed
18
Calls
$449K
Puts
$739K
Net Calls
-$290K
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$2K +$648 +27 +77%
TWA
152
TCI Wealth Advisors
Arizona
$2K +$1.56K +65 New
NFG
153
Next Financial Group
Texas
$1K
QI
154
QS Investors
New York
$1K
MSA
155
Marino Stram & Associates
Massachusetts
$1K +$1.49K +62 New
GT
156
Glenmede Trust
Pennsylvania
$165 -$33.3K -1,387 -16%
OTPPB
157
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$402K -15,957 Closed
KeyBank National Association
158
KeyBank National Association
Ohio
-$388K -15,378 Closed
Wolverine Trading
159
Wolverine Trading
Illinois
-$354K -14,063 Closed
SCM
160
Silvant Capital Management
Georgia
-$296K -11,754 Closed
PA
161
Profund Advisors
Maryland
-$282K -11,187 Closed
ProShare Advisors
162
ProShare Advisors
Maryland
-$230K -9,119 Closed
CGH
163
Crossmark Global Holdings
Texas
-$229K -9,084 Closed
EWA
164
EP Wealth Advisors
California
-$222K -8,811 Closed
CPH
165
C Partners Holding
Switzerland
-$120K -4,767 Closed
OWA
166
One Wealth Advisors
California
-$66K -2,616 Closed
NWM
167
Northwest Wealth Management
Iowa
-$38K -1,500 Closed
Simplex Trading
168
Simplex Trading
Illinois
-$28K -1,164 Closed
TPWA
169
TRUE Private Wealth Advisors
Oregon
-$11.3K -450 Closed
Parallax Volatility Advisers
170
Parallax Volatility Advisers
California
-$4K -141 Closed
IA
171
IFP Advisors
Florida
-$2K -99 Closed
SPIA
172
Steward Partners Investment Advisory
New York
-$2K -78 Closed
CAM
173
Cresset Asset Management
Illinois
+$432 +18 New

AAON Hedge Fund Activity: Q4 2018 in Review

159 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2018, worth a combined $1.34B — down 8.8% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AAON positions and 18 closed out — a net gain of 1 holder — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $7.99M. The largest seller was Conestoga Capital Advisors, cutting an estimated $21M.

  • 159 institutional investors held Aaon (AAON) as of Q4 2018, up from 158 in Q3 2018.
  • Funds reported $1.34B of Aaon stock for Q4 2018, down 8.8% quarter-over-quarter.
  • 19 funds opened new Aaon positions in Q4 2018 and 18 closed out, a net change of +1 holder.
  • The largest Aaon buyer in Q4 2018 was Loomis, Sayles & Company, an estimated $7.99M added.
  • The largest Aaon seller in Q4 2018 was Conestoga Capital Advisors, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2018.