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203 hedge funds and large institutions have $2.08B invested in Aaon in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $1.13M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 65

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0.84% less ownership

Funds ownership: 108.05%107.21% (-0.84%)

1% less funds holding

Funds holding: 205203 (-2)

1% less capital invested

Capital invested by funds: $2.11B → $2.08B (-$31M)

Holders
203
Holders Change
-2
Holders Change %
-0.98%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
75
Reduced
65
Closed
26
Calls
$1.73M
Puts
$1.13M
Net Calls
+$598K
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$352M +$5.63M +160,818 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$248M +$2.98M +85,075 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$200M -$8.07M -230,398 -4%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$139M +$16.6M +474,543 +14%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$129M -$29.6M -845,010 -19%
State Street
6
State Street
Massachusetts
$78M +$1.48M +42,355 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$73.6M -$727K -20,775 -1%
Ameriprise
8
Ameriprise
Minnesota
$68.4M +$15.9M +453,498 +32%
CAI
9
Capital Advisors Inc
Oklahoma
$60.2M +$2.42K +69 +0%
GCM
10
Geneva Capital Management
Wisconsin
$58.5M -$258K -7,367 -0.5%
EVM
11
Eaton Vance Management
Massachusetts
$56.9M +$14.3M +407,854 +35%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$41.5M +$724K +20,671 +2%
WA
13
Wasatch Advisors
Utah
$39.9M -$5.57M -159,146 -13%
Goldman Sachs
14
Goldman Sachs
New York
$35.5M +$2.71M +77,271 +9%
Northern Trust
15
Northern Trust
Illinois
$28.2M +$133K +3,798 +0.5%
Morgan Stanley
16
Morgan Stanley
New York
$26.9M +$1.52M +43,479 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$24.7M +$382K +10,913 +2%
BF
18
BOK Financial
Oklahoma
$24.5M
Charles Schwab
19
Charles Schwab
California
$20.2M +$667K +19,044 +4%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$19.8M -$36.7K -1,049 -0.2%
ACM
21
Atlanta Capital Management
Georgia
$18.8M -$656K -18,724 -4%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$18.8M -$81.1K -2,317 -0.4%
Wells Fargo
23
Wells Fargo
California
$17.5M +$1.27M +36,182 +8%
Norges Bank
24
Norges Bank
Norway
$16.2M +$2.38M +68,099 +18%
Principal Financial Group
25
Principal Financial Group
Iowa
$14.4M -$926K -26,455 -6%

AAON Hedge Fund Activity: Q2 2022 in Review

203 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2022, worth a combined $2.08B — down 1.5% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AAON positions and 26 closed out — a net gain of 2 holders — while 75 added to existing stakes and 65 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $16.6M. The largest seller was Neuberger Berman Group, cutting an estimated $29.6M.

  • 203 institutional investors held Aaon (AAON) as of Q2 2022, down from 205 in Q1 2022.
  • Funds reported $2.08B of Aaon stock for Q2 2022, down 1.5% quarter-over-quarter.
  • 28 funds opened new Aaon positions in Q2 2022 and 26 closed out, a net change of +2 holders.
  • The largest Aaon buyer in Q2 2022 was Conestoga Capital Advisors, an estimated $16.6M added.
  • The largest Aaon seller in Q2 2022 was Neuberger Berman Group, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2022.