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207 hedge funds and large institutions have $2.29B invested in Aaon in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 69

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 210207 (-3)

2.34% less ownership

Funds ownership: 107.24%104.9% (-2.3%)

12% less capital invested

Capital invested by funds: $2.61B → $2.29B (-$320M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $575K

Holders
207
Holders Change
-3
Holders Change %
-1.43%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
77
Reduced
69
Closed
27
Calls
Puts
$575K
Net Calls
-$575K
Net Calls Change
+$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$383M -$10.8M -244,914 -3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$316M -$4.37M -99,169 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$276M +$2.64M +59,819 +0.9%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$197M -$6.51M -147,678 -3%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$109M -$1.86M -42,292 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$89.6M -$868K -19,698 -0.9%
State Street
7
State Street
Massachusetts
$80.4M +$2.66M +60,310 +3%
CAI
8
Capital Advisors Inc
Oklahoma
$68.7M -$26.4K -600 -0%
GCM
9
Geneva Capital Management
Wisconsin
$62.3M -$880K -19,986 -1%
Ameriprise
10
Ameriprise
Minnesota
$58.7M +$7.25M +164,534 +13%
WA
11
Wasatch Advisors
Utah
$55.6M -$380K -8,620 -0.6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$44.8M +$1.11M +25,163 +2%
Northern Trust
13
Northern Trust
Illinois
$34.7M -$249K -5,650 -0.7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$28.1M -$368K -8,359 -1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$27.5M -$1.81M -41,029 -6%
ACM
16
Atlanta Capital Management
Georgia
$23.1M -$85.8K -1,947 -0.4%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$22.8M -$278K -6,312 -1%
Norges Bank
18
Norges Bank
Norway
$20.6M -$3.59M -81,573 -14%
Charles Schwab
19
Charles Schwab
California
$20.4M +$677K +15,360 +3%
Morgan Stanley
20
Morgan Stanley
New York
$19M +$2.69M +61,146 +15%
Principal Financial Group
21
Principal Financial Group
Iowa
$18.1M +$37.5K +851 +0.2%
Invesco
22
Invesco
Georgia
$17.6M -$620K -14,075 -3%
Wells Fargo
23
Wells Fargo
California
$15.8M -$6.58M -149,372 -28%
Millennium Management
24
Millennium Management
New York
$13.6M +$6.76M +153,423 +89%
N
25
Nuveen
North Carolina
$11.2M +$780K +17,712 +7%

AAON Hedge Fund Activity: Q2 2021 in Review

207 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2021, worth a combined $2.29B — down 12% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AAON and 25 opened new positions — a net loss of 2 holders — while 69 trimmed existing stakes and 77 added.

The largest buyer was Ameriprise, adding an estimated $7.25M. The largest seller was BlackRock, cutting an estimated $10.8M.

  • 207 institutional investors held Aaon (AAON) as of Q2 2021, down from 210 in Q1 2021.
  • Funds reported $2.29B of Aaon stock for Q2 2021, down 12% quarter-over-quarter.
  • 25 funds opened new Aaon positions in Q2 2021 and 27 closed out, a net change of -2 holders.
  • The largest Aaon buyer in Q2 2021 was Ameriprise, an estimated $7.25M added.
  • The largest Aaon seller in Q2 2021 was BlackRock, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2021.