We are live on ! Find out more

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
CB
151
CNB Bank
Pennsylvania
$8K
MCM
152
MV Capital Management
Maryland
$8K
FIA
153
FNY Investment Advisers
New York
$8K +$7.71K +243 New
GAM
154
Gemmer Asset Management
California
$5K
SMFS
155
Squar Milner Financial Services
California
$4K -$7.05K -222 -65%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$4K -$889 -28 -19%
OAM
157
Oppenheimer Asset Management
New York
$4K
SIAS
158
Shine Investment Advisory Services
Colorado
$3K
NFG
159
Next Financial Group
Texas
$2K
PFBT
160
Parkside Financial Bank & Trust
Missouri
$2K
TWA
161
TCI Wealth Advisors
Arizona
$2K
CFA
162
Carroll Financial Associates
North Carolina
$2K +$1.33K +42 +120%
BFEC
163
Benjamin F. Edwards & Company
Missouri
$2K +$1.78K +56 New
SPIA
164
Steward Partners Investment Advisory
New York
$2K +$2.48K +78 New
CAW
165
Cornerstone Advisors (Washington)
Washington
$1K
HGWM
166
Harvest Group Wealth Management
Massachusetts
$1K
GT
167
Glenmede Trust
Pennsylvania
$216 -$19.5K -615 -9%
Brown Advisory
168
Brown Advisory
Maryland
-$2.79M -90,773 Closed
PIA
169
Piedmont Investment Advisors
North Carolina
-$472K -15,329 Closed
PI
170
PEAK6 Investments
Illinois
-$444K -14,435 Closed
Parallax Volatility Advisers
171
Parallax Volatility Advisers
California
-$152K -4,950 Closed
OWA
172
One Wealth Advisors
California
-$75K -2,441 Closed
PWM
173
PRW Wealth Management
Massachusetts
-$60K -1,950 Closed
WAM
174
Wealthspire Advisors (Maryland)
Maryland
-$31K -1,001 Closed
SWM
175
SeaCrest Wealth Management
New York
-$24K -788 Closed

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.