We are live on ! Find out more
AAON icon

Aaon
AAON

210 hedge funds and large institutions have $2.61B invested in Aaon in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

4% more funds holding

Funds holding: 202 → 210 (+8)

4% more capital invested

Capital invested by funds: $2.52B → $2.61B (+$95.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

1.34% less ownership

Funds ownership: 108.59% → 107.24% (-1.3%)

73% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $4.1M

Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
70
Reduced
72
Closed
21
Calls
$1.1M
Puts
$4.1M
Net Calls
-$3M
Net Calls Change
-$525K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.06M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$6.48M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$4.71M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$3.49M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.3M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$9.91M
3
EAM
Eagle Asset Management
Florida
-$9.75M
4
Goldman Sachs
Goldman Sachs
New York
-$9.36M
5
Wells Fargo
Wells Fargo
California
-$7.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
201
Tarbox Family Office
California
$3K – – –
LWA
202
Lenox Wealth Advisors
New York
$2K +$1.86K +38 New
AIG
203
American International Group
New York
$1.91K -$22.4K -456 -1%
CFA
204
Carroll Financial Associates
North Carolina
$1K – – –
FPS
205
Fieldpoint Private Securities
Connecticut
$1K – – –
IAIM
206
International Assets Investment Management
Florida
$1K – – –
MAM
207
Meeder Asset Management
Ohio
$1K +$49 +1 +3%
VFA
208
Valeo Financial Advisors
Indiana
$1K +$883 +18 New
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$21 – – –
EAM
210
Eagle Asset Management
Florida
– -$9.75M -219,560 Closed
Nordea Investment Management
211
Nordea Investment Management
Sweden
– -$5.72M -128,858 Closed
MSA
212
Mason Street Advisors
Wisconsin
– -$1.01M -22,793 Closed
AIM
213
Aigen Investment Management
New York
– -$440K -9,915 Closed
AA
214
ALPS Advisors
Colorado
– -$304K -6,848 Closed
SAM
215
Sawgrass Asset Management
Florida
– -$289K -6,495 Closed
PP
216
PDT Partners
New York
– -$288K -6,488 Closed
CAM
217
Congress Asset Management
Massachusetts
– -$263K -5,925 Closed
6M
218
6 Meridian
Kansas
– -$200K -4,512 Closed
QT
219
Quantbot Technologies
New York
– -$172K -3,887 Closed
FC
220
FORA Capital
Florida
– -$93K -2,105 Closed
FTDI
221
First Trust Direct Indexing
Massachusetts
– -$89K -2,012 Closed
Group One Trading
222
Group One Trading
Illinois
– -$25K -558 Closed
VCG
223
Vantage Consulting Group
Virginia
– -$15K -339 Closed
PWPS
224
Pinnacle Wealth Planning Services
Ohio
– -$7K -168 Closed
VAIA
225
Virtus Alternative Investment Advisers
Connecticut
– -$7K -149 Closed
6 7 8
9
10

AAON Hedge Fund Activity: Q1 2021 in Review

210 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2021, worth a combined $2.61B — up 3.8% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AAON positions and 21 closed out — a net gain of 10 holders — while 70 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $9.06M. The largest seller was Dimensional Fund Advisors, cutting an estimated $12.3M.

  • 210 institutional investors held Aaon (AAON) as of Q1 2021, up from 202 in Q4 2020.
  • Funds reported $2.61B of Aaon stock for Q1 2021, up 3.8% quarter-over-quarter.
  • 31 funds opened new Aaon positions in Q1 2021 and 21 closed out, a net change of +10 holders.
  • The largest Aaon buyer in Q1 2021 was BlackRock, an estimated $9.06M added.
  • The largest Aaon seller in Q1 2021 was Dimensional Fund Advisors, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2021.