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202 hedge funds and large institutions have $2.52B invested in Aaon in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

10% more capital invested

Capital invested by funds: $2.28B → $2.52B (+$239M)

6% more funds holding

Funds holding: 191202 (+11)

0% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 69

0.38% less ownership

Funds ownership: 108.97%108.59% (-0.38%)

33% less call options, than puts

Call options by funds: $5.14M | Put options by funds: $7.62M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
69
Reduced
69
Closed
20
Calls
$5.14M
Puts
$7.62M
Net Calls
-$2.48M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$410M +$15.1M +358,361 +4%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$346M +$213K +5,040 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$285M +$2.58M +60,942 +1%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$216M -$4.02M -95,052 -2%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$116M +$239K +5,660 +0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$107M -$4.32M -102,144 -4%
State Street
7
State Street
Massachusetts
$82M +$701K +16,585 +0.9%
CAI
8
Capital Advisors Inc
Oklahoma
$73.7M +$261K +6,188 +0.4%
GCM
9
Geneva Capital Management
Wisconsin
$68.5M +$1.67M +39,511 +3%
WA
10
Wasatch Advisors
Utah
$57.5M -$903K -21,380 -2%
Ameriprise
11
Ameriprise
Minnesota
$52.5M +$8.13M +192,486 +19%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$43.4M +$1.74M +41,164 +4%
Northern Trust
13
Northern Trust
Illinois
$38.7M -$1.12M -26,461 -3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$33.5M -$455K -10,762 -1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$33.5M -$148K -3,494 -0.5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$30.7M -$587K -13,884 -2%
Wells Fargo
17
Wells Fargo
California
$30.5M -$1.13M -26,795 -4%
Norges Bank
18
Norges Bank
Norway
$30.5M
BF
19
BOK Financial
Oklahoma
$26.4M
ACM
20
Atlanta Capital Management
Georgia
$25M -$925K -21,889 -4%
Charles Schwab
21
Charles Schwab
California
$20.6M +$25.4K +600 +0.1%
Principal Financial Group
22
Principal Financial Group
Iowa
$19.4M -$448K -10,598 -2%
Morgan Stanley
23
Morgan Stanley
New York
$17.6M -$5.43M -128,561 -24%
Invesco
24
Invesco
Georgia
$16.7M +$11.1M +263,619 +234%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$14.7M -$8.81M -208,447 -39%

AAON Hedge Fund Activity: Q4 2020 in Review

202 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2020, worth a combined $2.52B — up 10% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AAON positions and 20 closed out — a net gain of 12 holders — while 69 added to existing stakes and 69 trimmed.

The largest buyer was BlackRock, adding an estimated $15.1M. The largest seller was Arrowstreet Capital, cutting an estimated $8.81M.

  • 202 institutional investors held Aaon (AAON) as of Q4 2020, up from 191 in Q3 2020.
  • Funds reported $2.52B of Aaon stock for Q4 2020, up 10% quarter-over-quarter.
  • 32 funds opened new Aaon positions in Q4 2020 and 20 closed out, a net change of +12 holders.
  • The largest Aaon buyer in Q4 2020 was BlackRock, an estimated $15.1M added.
  • The largest Aaon seller in Q4 2020 was Arrowstreet Capital, an estimated $8.81M sold.

Based on aggregated 13F filings for Q4 2020.