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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
FHA
151
First Horizon Advisors
Tennessee
$14K +$775 +24 +5%
EW
152
Evoke Wealth
California
$9K +$9.49K +294 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$9K -$3.39K -105 -26%
AIM
154
Anchor Investment Management
South Carolina
$8.04K
MCM
155
MV Capital Management
Maryland
$7K
GAM
156
Gemmer Asset Management
California
$5K
VCM
157
Versant Capital Management
Arizona
$5K +$5.33K +165 +825%
FHA
158
Flagship Harbor Advisors
Massachusetts
$4K +$4.84K +150 New
OAM
159
Oppenheimer Asset Management
New York
$3K
RCAG
160
Rehmann Capital Advisory Group
Michigan
$2.66K -$7.46K -231 -73%
BFEC
161
Benjamin F. Edwards & Company
Missouri
$2K
NFG
162
Next Financial Group
Texas
$2K
PFBT
163
Parkside Financial Bank & Trust
Missouri
$2K
SPIA
164
Steward Partners Investment Advisory
New York
$2K
TWA
165
TCI Wealth Advisors
Arizona
$2K
SIAS
166
Shine Investment Advisory Services
Colorado
$1K -$1.52K -47 -59%
CFA
167
Carroll Financial Associates
North Carolina
$1K -$1.35K -42 -55%
HGWM
168
Harvest Group Wealth Management
Massachusetts
$1K
SFS
169
Sowell Financial Services
Arkansas
$1K +$1.35K +42 New
GT
170
Glenmede Trust
Pennsylvania
$207 +$10.1K +312 +5%
Canada Life
171
Canada Life
Manitoba, Canada
-$2.74M -82,040 Closed
EI
172
EAM Investors
California
-$1.67M -50,013 Closed
Squarepoint
173
Squarepoint
New York
-$1.36M -40,704 Closed
AAMU
174
Amundi Asset Management US
Massachusetts
-$893K -26,700 Closed
Balyasny Asset Management
175
Balyasny Asset Management
Illinois
-$759K -22,694 Closed

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.