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203 hedge funds and large institutions have $2.08B invested in Aaon in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $1.13M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 65

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0.84% less ownership

Funds ownership: 108.05%107.21% (-0.84%)

1% less funds holding

Funds holding: 205203 (-2)

1% less capital invested

Capital invested by funds: $2.11B → $2.08B (-$31M)

Holders
203
Holders Change
-2
Holders Change %
-0.98%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
75
Reduced
65
Closed
26
Calls
$1.73M
Puts
$1.13M
Net Calls
+$598K
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$140K
EIM
152
Essex Investment Management
Massachusetts
$119K +$114K +3,252 New
Fidelity Investments
153
Fidelity Investments
Massachusetts
$112K +$16.3K +466 +18%
BFEC
154
Benjamin F. Edwards & Company
Missouri
$109K +$50K +1,427 +92%
UBS Group
155
UBS Group
Switzerland
$91K -$147K -4,209 -63%
EIP
156
Ellis Investment Partners
Pennsylvania
$77K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$62K +$6.79K +194 +13%
Macquarie Group
158
Macquarie Group
Australia
$60K
SWM
159
Spire Wealth Management
Virginia
$58K
QCG
160
Quadrant Capital Group
Ohio
$57K -$1.26K -36 -2%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$56K +$54.1K +1,545 New
Lazard Asset Management
162
Lazard Asset Management
New York
$52K
HNB
163
Huntington National Bank
Ohio
$51K -$595 -17 -1%
SWA
164
Sutton Wealth Advisors
Florida
$47.7K +$525 +15 +1%
CFO
165
CVA Family Office
Colorado
$41K
WWM
166
Wolff Wiese Magana
California
$40K -$3.05K -87 -7%
APA
167
American Portfolios Advisors
New York
$32.8K +$1.89K +54 +6%
Allspring Global Investments
168
Allspring Global Investments
North Carolina
$31K -$233K -6,654 -89%
GRP
169
Global Retirement Partners
California
$29K -$105 -3 -0.4%
ETC
170
Exchange Traded Concepts
Oklahoma
$26K +$1.68K +48 +7%
HI
171
Harbour Investments
Wisconsin
$26K +$24.8K +707 New
FHA
172
First Horizon Advisors
Tennessee
$24K +$23.6K +675 New
Bessemer Group
173
Bessemer Group
New Jersey
$23K +$2.35K +67 +12%
HFS
174
Heritage Financial Services
Massachusetts
$21K +$20.3K +581 New
CI Investments Inc
175
CI Investments Inc
Ontario, Canada
$18K -$8.09K -231 -32%

AAON Hedge Fund Activity: Q2 2022 in Review

203 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2022, worth a combined $2.08B — down 1.5% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AAON positions and 26 closed out — a net gain of 2 holders — while 75 added to existing stakes and 65 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $16.6M. The largest seller was Neuberger Berman Group, cutting an estimated $29.6M.

  • 203 institutional investors held Aaon (AAON) as of Q2 2022, down from 205 in Q1 2022.
  • Funds reported $2.08B of Aaon stock for Q2 2022, down 1.5% quarter-over-quarter.
  • 28 funds opened new Aaon positions in Q2 2022 and 26 closed out, a net change of +2 holders.
  • The largest Aaon buyer in Q2 2022 was Conestoga Capital Advisors, an estimated $16.6M added.
  • The largest Aaon seller in Q2 2022 was Neuberger Berman Group, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2022.