Aaon
AAON
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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: 169 → 171 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAA
Adams Asset Advisors
Dallas,
Texas
|
+$48.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$5.66M |
| 3 |
Royal London Asset Management
United Kingdom
|
+$4.58M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$3.77M |
| 5 |
BlackRock
New York
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$3.41M |
| 2 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$2.74M |
| 3 |
Morgan Stanley
New York
|
-$1.82M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$1.67M |
| 5 |
Bank of New York Mellon
New York
|
-$1.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$667K | -19,950 | Closed |
|
|
ZCM
177
Zebra Capital Management
Stamford,
Connecticut
| – | -$355K | -10,610 | Closed |
|
|
USAA
178
United Services Automobile Association
San Antonio,
Texas
| – | -$298K | -8,901 | Closed |
|
|
AIM
179
Axiom Investment Management
New York
| – | -$251K | -7,500 | Closed |
|
|
HSA
180
HBK Sorce Advisory
Erie,
Pennsylvania
| – | -$201K | -6,002 | Closed |
|
|
CL
181
CIM LLC
Albany,
New York
| – | -$201K | -5,997 | Closed |
|
|
FIA
182
FNY Investment Advisers
New York
| – | -$8K | -243 | Closed |
|
|
CB
183
CNB Bank
Clearfield,
Pennsylvania
| – | -$8K | -240 | Closed |
|
184
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$4K | -119 | Closed |
|
|
CAW
185
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$1K | -20 | 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.