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166 hedge funds and large institutions have $1.85B invested in Aaon in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0% less capital invested

Capital invested by funds: $1.85B → $1.85B (-$4.64M)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

3% less funds holding

Funds holding: 171166 (-5)

4.06% less ownership

Funds ownership: 114.16%110.1% (-4.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

58% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $4.44M

Holders
166
Holders Change
-5
Holders Change %
-2.92%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
54
Reduced
57
Closed
15
Calls
$1.85M
Puts
$4.44M
Net Calls
-$2.59M
Net Calls Change
-$407K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$300M +$3.05M +94,077 +1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$252M +$24.6M +760,173 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$212M +$8.79M +271,416 +4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$155M -$4.5M -138,966 -3%
CAI
5
Capital Advisors Inc
Oklahoma
$88.1M -$73.2M -2,260,800 -46%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$86.1M -$1.58M -48,704 -2%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$79.6M -$570K -17,606 -0.7%
WA
8
Wasatch Advisors
Utah
$73.4M +$5.58M +172,336 +8%
State Street
9
State Street
Massachusetts
$58.8M -$678K -20,924 -1%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$38.6M -$426K -13,135 -1%
Northern Trust
11
Northern Trust
Illinois
$33.2M -$802K -24,748 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$30.7M +$780K +24,060 +3%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$25.5M +$61K +1,883 +0.2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$25.2M -$1.98M -61,236 -7%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$25M +$217K +6,693 +0.9%
Wells Fargo
16
Wells Fargo
California
$22M -$2.95M -90,961 -12%
ACM
17
Atlanta Capital Management
Georgia
$22M +$81.9K +2,529 +0.4%
BF
18
BOK Financial
Oklahoma
$19.6M +$290K +8,945 +2%
Ameriprise
19
Ameriprise
Minnesota
$18.1M -$318K -9,807 -2%
Principal Financial Group
20
Principal Financial Group
Iowa
$16.1M -$14.2K -438 -0.1%
Charles Schwab
21
Charles Schwab
California
$15.3M +$138K +4,260 +0.9%
Norges Bank
22
Norges Bank
Norway
$13.4M +$349K +10,775 +3%
PCA
23
Personal Capital Advisors
California
$11.8M -$3.15M -97,200 -21%
Morgan Stanley
24
Morgan Stanley
New York
$11.7M +$2.94M +90,765 +34%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$10.6M

AAON Hedge Fund Activity: Q4 2019 in Review

166 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2019, worth a combined $1.85B — down 0.25% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AAON positions and 15 closed out — a net gain of 2 holders — while 54 added to existing stakes and 57 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $24.6M. The largest seller was Capital Advisors Inc, cutting an estimated $73.2M.

  • 166 institutional investors held Aaon (AAON) as of Q4 2019, down from 171 in Q3 2019.
  • Funds reported $1.85B of Aaon stock for Q4 2019, down 0.25% quarter-over-quarter.
  • 17 funds opened new Aaon positions in Q4 2019 and 15 closed out, a net change of +2 holders.
  • The largest Aaon buyer in Q4 2019 was Kayne Anderson Rudnick Investment Management, an estimated $24.6M added.
  • The largest Aaon seller in Q4 2019 was Capital Advisors Inc, an estimated $73.2M sold.

Based on aggregated 13F filings for Q4 2019.