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205 hedge funds and large institutions have $2.11B invested in Aaon in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 68

0.52% more ownership

Funds ownership: 107.53%108.05% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 213205 (-8)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

29% less capital invested

Capital invested by funds: $2.98B → $2.11B (-$870M)

79% less call options, than puts

Call options by funds: $262K | Put options by funds: $1.25M

Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
3.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
80
Reduced
68
Closed
31
Calls
$262K
Puts
$1.25M
Net Calls
-$992K
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$352M +$1.4M +34,426 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$249M +$2.05M +50,336 +0.8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$212M -$35.2M -863,552 -13%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$163M -$6.11M -150,009 -3%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$124M +$1.39M +34,020 +1%
State Street
6
State Street
Massachusetts
$77.5M +$3.35M +82,184 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$75.7M -$992K -24,350 -1%
CAI
8
Capital Advisors Inc
Oklahoma
$61.2M +$198K +4,848 +0.3%
GCM
9
Geneva Capital Management
Wisconsin
$59.8M +$6.34M +155,651 +11%
Ameriprise
10
Ameriprise
Minnesota
$52.7M -$3.94M -96,677 -6%
WA
11
Wasatch Advisors
Utah
$46.5M -$419K -10,275 -0.8%
EVM
12
Eaton Vance Management
Massachusetts
$42.7M +$21.1M +516,597 +81%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$41.5M +$1.26M +30,942 +3%
Goldman Sachs
14
Goldman Sachs
New York
$33.3M +$11.5M +283,156 +46%
Northern Trust
15
Northern Trust
Illinois
$28.5M -$1.1M -27,104 -3%
Morgan Stanley
16
Morgan Stanley
New York
$25.7M -$8.77M -215,086 -24%
BF
17
BOK Financial
Oklahoma
$25M -$191K -4,680 -0.7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$24.8M -$64K -1,571 -0.2%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$20.2M +$25.4K +624 +0.1%
ACM
20
Atlanta Capital Management
Georgia
$19.9M +$79.6K +1,954 +0.4%
Charles Schwab
21
Charles Schwab
California
$19.8M +$894K +21,926 +4%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$19.2M -$1.76M -43,199 -8%
Wells Fargo
23
Wells Fargo
California
$16.5M +$1.18M +28,842 +7%
Principal Financial Group
24
Principal Financial Group
Iowa
$15.7M -$115K -2,819 -0.7%
Norges Bank
25
Norges Bank
Norway
$14M -$5.07M -124,523 -25%

AAON Hedge Fund Activity: Q1 2022 in Review

205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2022, worth a combined $2.11B — down 29% from $2.98B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of AAON and 27 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 80 added.

The largest buyer was Eaton Vance Management, adding an estimated $21.1M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $35.2M.

  • 205 institutional investors held Aaon (AAON) as of Q1 2022, down from 213 in Q4 2021.
  • Funds reported $2.11B of Aaon stock for Q1 2022, down 29% quarter-over-quarter.
  • 27 funds opened new Aaon positions in Q1 2022 and 31 closed out, a net change of -4 holders.
  • The largest Aaon buyer in Q1 2022 was Eaton Vance Management, an estimated $21.1M added.
  • The largest Aaon seller in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $35.2M sold.

Based on aggregated 13F filings for Q1 2022.