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221 hedge funds and large institutions have $2.04B invested in Aaon in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 71

9% more funds holding

Funds holding: 203221 (+18)

0% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $2.14M

0.1% less ownership

Funds ownership: 107.21%107.11% (-0.1%)

2% less capital invested

Capital invested by funds: $2.08B → $2.04B (-$33.8M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
221
Holders Change
+18
Holders Change %
+8.87%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
81
Reduced
71
Closed
14
Calls
$2.14M
Puts
$2.14M
Net Calls
+$5K
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$349M +$3.18M +82,385 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$247M +$3.25M +84,222 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$191M -$6.69M -173,501 -3%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$136M -$750K -19,456 -0.5%
State Street
5
State Street
Massachusetts
$77.6M +$1.24M +32,090 +2%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$73.1M -$58M -1,505,671 -43%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$72.2M -$266K -6,891 -0.3%
Ameriprise
8
Ameriprise
Minnesota
$64.7M -$2.79M -72,390 -4%
GCM
9
Geneva Capital Management
Wisconsin
$60M +$2.59M +67,098 +4%
CAI
10
Capital Advisors Inc
Oklahoma
$59.6M
EVM
11
Eaton Vance Management
Massachusetts
$56.9M +$938K +24,338 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$42.6M +$1.89M +48,992 +4%
WA
13
Wasatch Advisors
Utah
$40.2M +$991K +25,709 +2%
Goldman Sachs
14
Goldman Sachs
New York
$35.9M +$1.04M +26,868 +3%
Victory Capital Management
15
Victory Capital Management
Texas
$31.7M +$27.1M +704,087 +397%
Northern Trust
16
Northern Trust
Illinois
$27.7M -$347 -9 -0%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$24.8M +$512K +13,273 +2%
BF
18
BOK Financial
Oklahoma
$24.1M +$3.16K +82 +0%
Morgan Stanley
19
Morgan Stanley
New York
$23.3M -$3.39M -87,929 -12%
Charles Schwab
20
Charles Schwab
California
$20.6M +$793K +20,578 +4%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$19.3M -$167K -4,339 -0.8%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$18.4M -$103K -2,679 -0.5%
ACM
23
Atlanta Capital Management
Georgia
$17.4M -$1.21M -31,296 -6%
Wells Fargo
24
Wells Fargo
California
$17.4M +$187K +4,843 +1%
Norges Bank
25
Norges Bank
Norway
$16.3M +$427K +11,082 +2%

AAON Hedge Fund Activity: Q3 2022 in Review

221 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2022, worth a combined $2.04B — down 1.6% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AAON positions and 14 closed out — a net gain of 18 holders — while 81 added to existing stakes and 71 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $27.1M. The largest seller was Neuberger Berman Group, cutting an estimated $58M.

  • 221 institutional investors held Aaon (AAON) as of Q3 2022, up from 203 in Q2 2022.
  • Funds reported $2.04B of Aaon stock for Q3 2022, down 1.6% quarter-over-quarter.
  • 32 funds opened new Aaon positions in Q3 2022 and 14 closed out, a net change of +18 holders.
  • The largest Aaon buyer in Q3 2022 was Victory Capital Management, an estimated $27.1M added.
  • The largest Aaon seller in Q3 2022 was Neuberger Berman Group, an estimated $58M sold.

Based on aggregated 13F filings for Q3 2022.