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167 hedge funds and large institutions have $1.78B invested in Aaon in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

33% more capital invested

Capital invested by funds: $1.34B → $1.78B (+$443M)

5% more funds holding

Funds holding: 159167 (+8)

1.36% more ownership

Funds ownership: 110.11%111.46% (+1.4%)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $1.22M

Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
59
Reduced
55
Closed
11
Calls
$1.17M
Puts
$1.22M
Net Calls
-$51K
Net Calls Change
+$239K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$272M +$975K +37,125 +0.4%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$212M -$175K -6,645 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$189M +$3.3M +125,595 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$163M -$5.28M -201,034 -4%
CAI
5
Capital Advisors Inc
Oklahoma
$151M +$8.39M +319,219 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$85.4M +$81.8K +3,113 +0.1%
WA
7
Wasatch Advisors
Utah
$77.4M -$471K -17,940 -0.7%
CCA
8
Conestoga Capital Advisors
Pennsylvania
$73.6M -$2.15M -81,738 -3%
State Street
9
State Street
Massachusetts
$53.6M +$1.57M +59,776 +4%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$36.9M +$39.7K +1,513 +0.1%
Northern Trust
11
Northern Trust
Illinois
$32M +$930K +35,403 +4%
ACM
12
Atlanta Capital Management
Georgia
$27.2M -$1.12M -42,609 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$25.7M -$398K -15,141 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$23.7M +$1.5M +57,099 +8%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$23.3M +$105K +3,998 +0.5%
Wells Fargo
16
Wells Fargo
California
$23.2M +$283K +10,784 +1%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$20.8M +$8.99M +342,150 +103%
Ameriprise
18
Ameriprise
Minnesota
$19.3M -$269K -10,238 -2%
BF
19
BOK Financial
Oklahoma
$15.8M -$180K -6,835 -1%
Principal Financial Group
20
Principal Financial Group
Iowa
$15M -$162K -6,164 -1%
PCA
21
Personal Capital Advisors
California
$14.9M -$233K -8,863 -2%
Charles Schwab
22
Charles Schwab
California
$14M +$1.14M +43,266 +10%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$13.2M +$179K +6,803 +2%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$12.5M +$1.32M +50,100 +14%
Norges Bank
25
Norges Bank
Norway
$12.2M +$934K +35,562 +10%

AAON Hedge Fund Activity: Q1 2019 in Review

167 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2019, worth a combined $1.78B — up 33% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AAON positions and 11 closed out — a net gain of 8 holders — while 59 added to existing stakes and 55 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $8.99M. The largest seller was Neuberger Berman Group, cutting an estimated $5.28M.

  • 167 institutional investors held Aaon (AAON) as of Q1 2019, up from 159 in Q4 2018.
  • Funds reported $1.78B of Aaon stock for Q1 2019, up 33% quarter-over-quarter.
  • 19 funds opened new Aaon positions in Q1 2019 and 11 closed out, a net change of +8 holders.
  • The largest Aaon buyer in Q1 2019 was Loomis, Sayles & Company, an estimated $8.99M added.
  • The largest Aaon seller in Q1 2019 was Neuberger Berman Group, an estimated $5.28M sold.

Based on aggregated 13F filings for Q1 2019.