We are live on ! Find out more

157 hedge funds and large institutions have $1.42B invested in Aaon in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 50

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $1.34B → $1.42B (+$82.9M)

0.03% more ownership

Funds ownership: 104.35%104.38% (+0.03%)

0% more funds holding

Funds holding: 157157 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more call options, than puts

Call options by funds: $222K | Put options by funds: $222K

Holders
157
Holders Change
Holders Change %
0%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
63
Reduced
50
Closed
11
Calls
$222K
Puts
$222K
Net Calls
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$201M +$1.58M +65,052 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$147M +$1.33M +54,918 +1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$145M -$498K -20,511 -0.4%
CAI
4
Capital Advisors Inc
Oklahoma
$123M +$10.9K +449 +0%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$72.9M -$2.46M -101,216 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$70.8M +$954K +39,286 +1%
WA
7
Wasatch Advisors
Utah
$68.6M +$13.7M +563,932 +27%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$60.8M +$11.4M +467,916 +25%
State Street
9
State Street
Massachusetts
$40.8M +$635K +26,135 +2%
Macquarie Group
10
Macquarie Group
Australia
$34.6M -$1.18M -48,528 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$30.4M -$231K -9,501 -0.8%
ACM
12
Atlanta Capital Management
Georgia
$26.6M -$457K -18,833 -2%
Northern Trust
13
Northern Trust
Illinois
$25.5M -$54.5K -2,244 -0.2%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$25.2M -$418K -17,214 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$23M -$7.31M -300,788 -25%
Invesco
16
Invesco
Georgia
$20.8M +$16.5M +679,621 +566%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$20.3M -$33.9M -1,394,706 -64%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$18.2M +$17M +701,592 New
Ameriprise
19
Ameriprise
Minnesota
$15.5M +$151K +6,213 +1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$15.1M +$313K +12,897 +2%
PCA
21
Personal Capital Advisors
California
$14.5M -$2.75M -113,389 -17%
BF
22
BOK Financial
Oklahoma
$13.5M
Principal Financial Group
23
Principal Financial Group
Iowa
$12.1M +$260K +10,704 +2%
Bank of America
24
Bank of America
North Carolina
$10.9M -$1.68M -69,167 -14%
Norges Bank
25
Norges Bank
Norway
$9.9M +$4.25M +175,182 +85%

AAON Hedge Fund Activity: Q1 2018 in Review

157 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2018, worth a combined $1.42B — up 6.2% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AAON positions and 11 closed out — a net gain of 2 holders — while 63 added to existing stakes and 50 trimmed.

The largest buyer was Invesco, adding an estimated $16.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $33.9M.

  • 157 institutional investors held Aaon (AAON) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $1.42B of Aaon stock for Q1 2018, up 6.2% quarter-over-quarter.
  • 13 funds opened new Aaon positions in Q1 2018 and 11 closed out, a net change of +2 holders.
  • The largest Aaon buyer in Q1 2018 was Invesco, an estimated $16.5M added.
  • The largest Aaon seller in Q1 2018 was T. Rowe Price Associates, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2018.