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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 %
GAM
151
Gemmer Asset Management
California
$5K – – –
MNBTD
152
Moody National Bank Trust Division
Texas
$5K +$5K +159 New
OAM
153
Oppenheimer Asset Management
New York
$3K – – –
PFBT
154
Parkside Financial Bank & Trust
Missouri
$2K -$431 -11 -18%
TWA
155
TCI Wealth Advisors
Arizona
$2K – – –
NFG
156
Next Financial Group
Texas
$2K – – –
MSA
157
Marino Stram & Associates
Massachusetts
$2K +$203 +7 +11%
NFH
158
NEXT Financial Holdings
Texas
$2K +$2K +54 New
SIAS
159
Shine Investment Advisory Services
Colorado
$2K +$2K +80 New
KL
160
KWMG LLC
Kansas
$2K +$2K +81 New
LFA
161
Legacy Financial Advisors
Kentucky
$1K – – –
VCM
162
Versant Capital Management
Arizona
$1K +$576 +19 +136%
CAW
163
Cornerstone Advisors (Washington)
Washington
$1K +$1K +20 New
PCG
164
Private Capital Group
Connecticut
$1K +$1K +29 New
CFA
165
Carroll Financial Associates
North Carolina
$1K +$1K +35 New
HGWM
166
Harvest Group Wealth Management
Massachusetts
$1K +$1K +42 New
GT
167
Glenmede Trust
Pennsylvania
$218 – – –
FTIOP
168
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$3.06M -131,052 Closed
Canada Life
169
Canada Life
Manitoba, Canada
– -$1.72M -79,853 Closed
Holocene Advisors
170
Holocene Advisors
New York
– -$466K -19,955 Closed
SRAM
171
Stone Ridge Asset Management
New York
– -$258K -11,042 Closed
CAL
172
Capital Analysts LLC
Pennsylvania
– -$175K -7,497 Closed
WAM
173
Wakefield Asset Management
Colorado
– -$133K -5,693 Closed
QT
174
Quantamental Technologies
New York
– -$24K -1,011 Closed
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
– -$13K -563 Closed
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