Aaon
AAON
166 hedge funds and large institutions have $1.85B invested in Aaon in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 15 closing their positions.
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
0% less capital invested
Capital invested by funds: $1.85B → $1.85B (-$4.64M)
5% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 57
3% less funds holding
Funds holding: 171 → 166 (-5)
4.06% less ownership
Funds ownership: 114.16% → 110.1% (-4.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
58% less call options, than puts
Call options by funds: $1.85M | Put options by funds: $4.44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$24.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.79M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
+$6.55M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$5.58M |
| 5 |
BlackRock
New York
|
+$3.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$73.2M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$31.6M |
| 3 |
Royal London Asset Management
United Kingdom
|
-$18.3M |
| 4 |
Neuberger Berman Group
New York
|
-$4.5M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$3.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
176
Quantamental Technologies
White Plains,
New York
| – | -$114K | -3,711 | Closed |
|
177
Marshall Wace
London,
United Kingdom
| – | -$82K | -2,648 | Closed |
|
|
LIA
178
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$53K | -1,733 | Closed |
|
|
TRCT
179
Tower Research Capital (TRC)
New York
| – | -$52K | -1,688 | Closed |
|
|
PMFA
180
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$21K | -693 | Closed |
|
AAON Hedge Fund Activity: Q4 2019 in Review
166 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2019, worth a combined $1.85B — down 0.25% from $1.85B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AAON positions and 15 closed out — a net gain of 2 holders — while 54 added to existing stakes and 57 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $24.6M. The largest seller was Capital Advisors Inc, cutting an estimated $73.2M.
- 166 institutional investors held Aaon (AAON) as of Q4 2019, down from 171 in Q3 2019.
- Funds reported $1.85B of Aaon stock for Q4 2019, down 0.25% quarter-over-quarter.
- 17 funds opened new Aaon positions in Q4 2019 and 15 closed out, a net change of +2 holders.
- The largest Aaon buyer in Q4 2019 was Kayne Anderson Rudnick Investment Management, an estimated $24.6M added.
- The largest Aaon seller in Q4 2019 was Capital Advisors Inc, an estimated $73.2M sold.
Based on aggregated 13F filings for Q4 2019.