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191 hedge funds and large institutions have $2.28B invested in Aaon in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $2.04B → $2.28B (+$235M)

0.57% more ownership

Funds ownership: 108.4%108.97% (+0.57%)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 194191 (-3)

72% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $7.68M

Holders
191
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
67
Reduced
67
Closed
22
Calls
$2.14M
Puts
$7.68M
Net Calls
-$5.54M
Net Calls Change
-$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$357M -$8.02M -209,306 -2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$313M +$1.34M +35,050 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$255M -$6.67M -173,922 -3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$199M -$513K -13,389 -0.3%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$105M +$3.53M +91,987 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$101M -$1.77M -46,285 -2%
State Street
7
State Street
Massachusetts
$73.4M -$1.72M -44,970 -2%
CAI
8
Capital Advisors Inc
Oklahoma
$66.4M
GCM
9
Geneva Capital Management
Wisconsin
$60.3M +$1.37M +35,757 +2%
WA
10
Wasatch Advisors
Utah
$52.9M -$327K -8,527 -0.6%
Ameriprise
11
Ameriprise
Minnesota
$39.7M +$19.5M +507,868 +106%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$37.6M -$1.07M -27,964 -3%
Northern Trust
13
Northern Trust
Illinois
$36.1M -$1.93M -50,408 -5%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$30.7M +$32.6K +850 +0.1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$30.4M +$123K +3,221 +0.4%
Wells Fargo
16
Wells Fargo
California
$28.7M -$3.68M -95,986 -12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$28.3M -$1.04M -27,054 -4%
Norges Bank
18
Norges Bank
Norway
$27.6M +$5.98M +155,899 +29%
BF
19
BOK Financial
Oklahoma
$23.8M
ACM
20
Atlanta Capital Management
Georgia
$23.5M +$229K +5,965 +1%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$21.7M +$19.3M +504,592 +1,425%
Morgan Stanley
22
Morgan Stanley
New York
$21.1M +$7.89M +205,967 +64%
Charles Schwab
23
Charles Schwab
California
$18.6M -$460K -12,006 -3%
Principal Financial Group
24
Principal Financial Group
Iowa
$17.9M -$697K -18,187 -4%
Goldman Sachs
25
Goldman Sachs
New York
$15.6M +$1.24M +32,274 +9%

AAON Hedge Fund Activity: Q3 2020 in Review

191 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2020, worth a combined $2.28B — up 12% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AAON and 20 opened new positions — a net loss of 2 holders — while 67 trimmed existing stakes and 67 added.

The largest buyer was Ameriprise, adding an estimated $19.5M. The largest seller was BlackRock, cutting an estimated $8.02M.

  • 191 institutional investors held Aaon (AAON) as of Q3 2020, down from 194 in Q2 2020.
  • Funds reported $2.28B of Aaon stock for Q3 2020, up 12% quarter-over-quarter.
  • 20 funds opened new Aaon positions in Q3 2020 and 22 closed out, a net change of -2 holders.
  • The largest Aaon buyer in Q3 2020 was Ameriprise, an estimated $19.5M added.
  • The largest Aaon seller in Q3 2020 was BlackRock, an estimated $8.02M sold.

Based on aggregated 13F filings for Q3 2020.