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Aaon
AAON

277 hedge funds and large institutions have $3.71B invested in Aaon in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 107 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

93% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $1.56M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

38% more capital invested

Capital invested by funds: $2.7B → $3.71B (+$1.02B)

35% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 79

9% more funds holding

Funds holding: 253 → 277 (+24)

2.92% more ownership

Funds ownership: 104.82% → 107.74% (+2.9%)

Holders
277
Holders Change
+24
Holders Change %
+9.49%
% of All Funds
4.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
51
Increased
107
Reduced
79
Closed
23
Calls
$3.01M
Puts
$1.56M
Net Calls
+$1.45M
Net Calls Change
+$1.42M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$40.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$37.4M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$26.5M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$21.3M
5
Norges Bank
Norges Bank
Norway
+$17.4M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$68.1M
2
Morgan Stanley
Morgan Stanley
New York
-$28.1M
3
CCA
Conestoga Capital Advisors
Pennsylvania
-$24M
4
CVA
Ceredex Value Advisors
Florida
-$8.46M
5
Millennium Management
Millennium Management
New York
-$7.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
176
First Manhattan
New York
$440K -$5.33K -97 -1%
CC
177
Centiva Capital
New York
$432K +$368K +6,698 New
LA
178
Lindenwold Advisors
Pennsylvania
$414K -$32.2K -585 -8%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$403K -$17.4K -317 -5%
Lazard Asset Management
180
Lazard Asset Management
New York
$398K +$290K +5,279 +581%
VPIM
181
Vanguard Personalized Indexing Management
California
$391K +$333K +6,060 New
SO
182
STRS Ohio
Ohio
$377K +$74.2K +1,350 +30%
QCM
183
Quantinno Capital Management
New York
$366K – – –
PI
184
Putnam Investments
Massachusetts
$365K +$311K +5,663 New
CGH
185
Crossmark Global Holdings
Texas
$347K – – –
AIP
186
Ameritas Investment Partners
Nebraska
$339K – – –
BBA
187
Baader Bank Aktiengesellschaft
Germany
$339K +$290K +5,267 New
AA
188
ALPS Advisors
Colorado
$336K +$287K +5,220 New
KBC Group
189
KBC Group
Belgium
$329K -$13.4K -243 -5%
BAM
190
Belpointe Asset Management
Nevada
$301K +$1.26K +23 +0.5%
MIM
191
Marco Investment Management
Georgia
$299K -$21.4K -390 -8%
XT
192
XTX Topco
Cayman Islands
$293K +$250K +4,541 New
BCM
193
Bayesian Capital Management
New York
$291K -$66.8K -1,215 -21%
ACI
194
Alpha Cubed Investments
California
$280K – – –
Two Sigma Advisers
195
Two Sigma Advisers
New York
$280K +$239K +4,350 New
ASN
196
Advisory Services Network
Georgia
$280K +$55 +1 +0%
WAG
197
Wallace Advisory Group
California
$279K +$825 +15 +0.3%
II
198
Inspire Investing
Idaho
$274K -$24.1K -438 -9%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$266K -$18.6K -339 -8%
JFG
200
Jefferies Financial Group
New York
$264K +$226K +4,103 New
6 7
8
9 10

AAON Hedge Fund Activity: Q1 2023 in Review

277 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2023, worth a combined $3.71B — up 38% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AAON positions and 23 closed out — a net gain of 28 holders — while 107 added to existing stakes and 79 trimmed.

The largest buyer was Invesco, adding an estimated $40.8M. The largest seller was Neuberger Berman Group, cutting an estimated $68.1M.

  • 277 institutional investors held Aaon (AAON) as of Q1 2023, up from 253 in Q4 2022.
  • Funds reported $3.71B of Aaon stock for Q1 2023, up 38% quarter-over-quarter.
  • 51 funds opened new Aaon positions in Q1 2023 and 23 closed out, a net change of +28 holders.
  • The largest Aaon buyer in Q1 2023 was Invesco, an estimated $40.8M added.
  • The largest Aaon seller in Q1 2023 was Neuberger Berman Group, an estimated $68.1M sold.

Based on aggregated 13F filings for Q1 2023.