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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
S
176
SignatureFD
Georgia
$13K -$9K -257 -42%
HL
177
Harding Loevner
New Jersey
$10K
AF
178
Allworth Financial
California
$9K
SWA
179
SOA Wealth Advisors
New York
$9K
EWA
180
EverSource Wealth Advisors
Alabama
$9K +$8.19K +234 New
EDRH
181
Edmond de Rothschild Holding
Switzerland
$7K -$3.08K -88 -32%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.72K +192 New
PFBT
183
Parkside Financial Bank & Trust
Missouri
$6K +$3.05K +87 +121%
HWMA
184
Heritage Wealth Management (Arizona)
Arizona
$5.97K
PA
185
Parallel Advisors
California
$5K +$5.15K +147 New
VCM
186
Versant Capital Management
Arizona
$4K -$875 -25 -19%
SPIA
187
Steward Partners Investment Advisory
New York
$3K -$12.4K -353 -82%
KFP
188
KB Financial Partners
New Jersey
$3K -$1.51K -43 -38%
MPWT
189
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.01K +86 New
IA
190
IFP Advisors
Florida
$2K
RA
191
Rise Advisors
New York
$2K
TWA
192
TCI Wealth Advisors
Arizona
$2K
Pacer Advisors
193
Pacer Advisors
Pennsylvania
$2K +$1.89K +54 New
MAM
194
Meeder Asset Management
Ohio
$1K -$2.1K -60 -80%
STCOSD
195
Sageworth Trust Company of South Dakota
South Dakota
$1K
UFF
196
USA Financial Formulas
Michigan
$1K
JWA
197
JFS Wealth Advisors
Pennsylvania
$1K +$315 +9 +35%
SC
198
Schubert & Co
Texas
$1K +$665 +19 +238%
BIA
199
Bell Investment Advisors
California
$1K +$1.05K +30 New
LC
200
Lindbrook Capital
California
$1K +$1.12K +32 New

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.