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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
WWM
176
Wolff Wiese Magana
California
$62K -$7.7K -154 -12%
CFO
177
CVA Family Office
Colorado
$59K +$56.2K +1,124 New
Fidelity Investments
178
Fidelity Investments
Massachusetts
$58K -$1.1K -22 -2%
ACM
179
Aquatic Capital Management
Illinois
$56K +$52.5K +1,050 New
SWA
180
Sutton Wealth Advisors
Florida
$50.2K +$750 +15 +2%
QCG
181
Quadrant Capital Group
Ohio
$47K -$8.6K -172 -16%
APA
182
American Portfolios Advisors
New York
$46.4K +$50 +1 +0.1%
CI Investments Inc
183
CI Investments Inc
Ontario, Canada
$44K -$17.5K -350 -30%
HI
184
Harbour Investments
Wisconsin
$37K
Bessemer Group
185
Bessemer Group
New Jersey
$35K +$4.8K +96 +17%
FHA
186
First Horizon Advisors
Tennessee
$26K +$100 +2 +0.4%
RFA
187
Reilly Financial Advisors
California
$15K +$13.9K +278 New
HL
188
Harding Loevner
New Jersey
$15K +$14.1K +282 New
AF
189
Allworth Financial
California
$13K
SWA
190
SOA Wealth Advisors
New York
$13K
FF
191
FourThought Financial
Florida
$12K
STCOSD
192
Sageworth Trust Company of South Dakota
South Dakota
$12K +$11.4K +228 New
TWA
193
TCI Wealth Advisors
Arizona
$11K
PFBT
194
Parkside Financial Bank & Trust
Missouri
$10K +$1.7K +34 +22%
GAM
195
Gemmer Asset Management
California
$9K
IPW
196
IronBridge Private Wealth
Texas
$7K
KFP
197
KB Financial Partners
New Jersey
$6K +$5.7K +114 New
AssetMark Inc
198
AssetMark Inc
California
$5K -$250 -5 -5%
ST
199
Sageworth Trust
Pennsylvania
$4K -$11.8K -237 -77%
SPIA
200
Steward Partners Investment Advisory
New York
$4K

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.