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213 hedge funds and large institutions have $2.98B invested in Aaon in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $2.4B → $2.98B (+$574M)

4% more funds holding

Funds holding: 205213 (+8)

2.16% more ownership

Funds ownership: 105.37%107.53% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 77

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
77
Reduced
77
Closed
21
Calls
$262K
Puts
Net Calls
+$262K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$500M +$12.3M +245,442 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$352M +$1.39M +27,862 +0.4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$348M -$1.27M -25,369 -0.4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$238M -$7.27M -145,488 -3%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$175M +$33.8M +675,178 +26%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$109M -$1.91M -38,124 -2%
State Street
7
State Street
Massachusetts
$106M +$3.61M +72,207 +4%
CAI
8
Capital Advisors Inc
Oklahoma
$87M -$14.3K -285 -0%
Ameriprise
9
Ameriprise
Minnesota
$80.4M +$5.21M +104,243 +7%
GCM
10
Geneva Capital Management
Wisconsin
$77M -$1.58M -31,637 -2%
WA
11
Wasatch Advisors
Utah
$66.9M -$3.27M -65,389 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$57.5M +$462K +9,236 +0.9%
Morgan Stanley
13
Morgan Stanley
New York
$48.1M +$12.8M +256,356 +39%
Northern Trust
14
Northern Trust
Illinois
$42.1M -$553K -11,062 -1%
BF
15
BOK Financial
Oklahoma
$35.8M -$3.47M -69,315 -9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$35.4M -$977K -19,546 -3%
EVM
17
Eaton Vance Management
Massachusetts
$33.6M +$10.1M +202,346 +47%
Goldman Sachs
18
Goldman Sachs
New York
$32.5M +$23.6M +471,797 +334%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$29.6M -$2.96M -59,236 -10%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$28.8M -$198K -3,952 -0.7%
ACM
21
Atlanta Capital Management
Georgia
$28.2M -$131K -2,613 -0.5%
Charles Schwab
22
Charles Schwab
California
$27.1M +$675K +13,504 +3%
Norges Bank
23
Norges Bank
Norway
$26.5M -$5.24M -104,701 -17%
Principal Financial Group
24
Principal Financial Group
Iowa
$22.5M -$609K -12,180 -3%
Wells Fargo
25
Wells Fargo
California
$21.9M +$1.07M +21,493 +5%

AAON Hedge Fund Activity: Q4 2021 in Review

213 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2021, worth a combined $2.98B — up 24% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AAON positions and 21 closed out — a net gain of 9 holders — while 77 added to existing stakes and 77 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $33.8M. The largest seller was Millennium Management, exiting entirely with an estimated $15.5M sold.

  • 213 institutional investors held Aaon (AAON) as of Q4 2021, up from 205 in Q3 2021.
  • Funds reported $2.98B of Aaon stock for Q4 2021, up 24% quarter-over-quarter.
  • 30 funds opened new Aaon positions in Q4 2021 and 21 closed out, a net change of +9 holders.
  • The largest Aaon buyer in Q4 2021 was Conestoga Capital Advisors, an estimated $33.8M added.
  • The largest Aaon seller in Q4 2021 was Millennium Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2021.