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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
PA
201
Parallel Advisors
California
$3K +$450 +9 +22%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.3K +66 New
RA
203
Rise Advisors
New York
$2.79K +$2.65K +53 New
UFF
204
USA Financial Formulas
Michigan
$2K
MCM
205
Manchester Capital Management
Vermont
$2K +$450 +9 +31%
Manulife (Manufacturers Life Insurance)
206
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.68K -$28.8K -575 -2%
CFA
207
Carroll Financial Associates
North Carolina
$1K -$1.55K -31 -47%
FPS
208
Fieldpoint Private Securities
Connecticut
$1K
JWA
209
JFS Wealth Advisors
Pennsylvania
$1K +$700 +14 New
C
210
Covestor
United Kingdom
$1K +$850 +17 New
LF
211
Lee Financial
Texas
$1K +$1.05K +21 New
SC
212
Schubert & Co
Texas
$1K +$1.05K +21 New
Millennium Management
213
Millennium Management
New York
-$15.5M -356,366 Closed
RCMC
214
RK Capital Management (Colorado)
Colorado
-$3.2M -73,500 Closed
Marshall Wace
215
Marshall Wace
United Kingdom
-$1.87M -42,819 Closed
Arrowstreet Capital
216
Arrowstreet Capital
Massachusetts
-$1.86M -42,605 Closed
HF
217
HRT Financial
New York
-$912K -20,945 Closed
Handelsbanken Fonder
218
Handelsbanken Fonder
Sweden
-$635K -14,574 Closed
Simplex Trading
219
Simplex Trading
Illinois
-$335K -8,045 Closed
Jane Street
220
Jane Street
New York
-$335K -7,695 Closed
AG
221
Algert Global
California
-$269K -6,170 Closed
PP
222
PDT Partners
New York
-$234K -5,373 Closed
JF
223
Jump Financial
Illinois
-$215K -4,944 Closed
DZ Bank
224
DZ Bank
Germany
-$65.8K -1,488 Closed
BFEC
225
Benjamin F. Edwards & Company
Missouri
-$47K -1,077 Closed

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.