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213 hedge funds and large institutions have $2.98B invested in Aaon in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $2.4B → $2.98B (+$574M)

4% more funds holding

Funds holding: 205213 (+8)

2.16% more ownership

Funds ownership: 105.37%107.53% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 77

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
77
Reduced
77
Closed
21
Calls
$262K
Puts
Net Calls
+$262K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$265K
6M
152
6 Meridian
Kansas
$262K +$850 +17 +0.3%
CIBC Asset Management
153
CIBC Asset Management
Ontario, Canada
$253K +$239K +4,776 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$249K -$650 -13 -0.3%
II
155
Inspire Investing
Idaho
$248K -$28.1K -561 -11%
SGI
156
Summit Global Investments
Utah
$238K -$405K -8,100 -64%
BAM
157
Belpointe Asset Management
Nevada
$231K +$15K +300 +7%
MIM
158
Marco Investment Management
Georgia
$230K +$217K +4,340 New
PAM
159
Panagora Asset Management
Massachusetts
$229K +$216K +4,329 New
Aberdeen Group
160
Aberdeen Group
United Kingdom
$227K +$214K +4,281 New
Balyasny Asset Management
161
Balyasny Asset Management
Illinois
$222K -$108K -2,154 -34%
SCM
162
Shelton Capital Management
Colorado
$209K +$198K +3,956 New
CAM
163
Cresset Asset Management
Illinois
$203K -$327K -6,543 -63%
JMPWA
164
JP Morgan Private Wealth Advisors
California
$200K +$189K +3,783 New
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$163K +$850 +17 +0.6%
SOW
166
State of Wyoming
Wyoming
$155K +$36.1K +723 +33%
PHK
167
Point72 Hong Kong
Hong Kong
$134K +$91.2K +1,823 +261%
EIP
168
Ellis Investment Partners
Pennsylvania
$113K
SO
169
STRS Ohio
Ohio
$111K -$323K -6,450 -75%
VI
170
Vestcor Inc
New Brunswick, Canada
$105K -$11.3K -225 -10%
Macquarie Group
171
Macquarie Group
Australia
$87K -$39.1K -782 -32%
SWM
172
Spire Wealth Management
Virginia
$84K -$6K -120 -7%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$81K +$33K +661 +76%
CSS
174
Cubist Systematic Strategies
Connecticut
$78K -$1.23M -24,564 -94%
HNB
175
Huntington National Bank
Ohio
$74K

AAON Hedge Fund Activity: Q4 2021 in Review

213 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2021, worth a combined $2.98B — up 24% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AAON positions and 21 closed out — a net gain of 9 holders — while 77 added to existing stakes and 77 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $33.8M. The largest seller was Millennium Management, exiting entirely with an estimated $15.5M sold.

  • 213 institutional investors held Aaon (AAON) as of Q4 2021, up from 205 in Q3 2021.
  • Funds reported $2.98B of Aaon stock for Q4 2021, up 24% quarter-over-quarter.
  • 30 funds opened new Aaon positions in Q4 2021 and 21 closed out, a net change of +9 holders.
  • The largest Aaon buyer in Q4 2021 was Conestoga Capital Advisors, an estimated $33.8M added.
  • The largest Aaon seller in Q4 2021 was Millennium Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2021.