Aaon
AAON
251 hedge funds and large institutions have $2.7B invested in Aaon in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 18 closing their positions.
206% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 18
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
32% more capital invested
Capital invested by funds: $2.04B → $2.7B (+$656M)
14% more funds holding
Funds holding: 220 → 251 (+31)
4% more call options, than puts
Call options by funds: $776K | Put options by funds: $746K
1% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 84
6.06% less ownership
Funds ownership: 107.08% → 101.02% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$97.1M |
| 2 |
Millennium Management
New York
|
+$18.8M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$14.7M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$12.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$9.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$34M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$24.6M |
| 3 |
Rockefeller Capital Management
New York
|
-$23.3M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$21M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$8.58M |
AAON Hedge Fund Activity: Q4 2022 in Review
251 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2022, worth a combined $2.7B — up 32% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AAON positions and 18 closed out — a net gain of 37 holders — while 83 added to existing stakes and 84 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $97.1M. The largest seller was Neuberger Berman Group, cutting an estimated $34M.
- 251 institutional investors held Aaon (AAON) as of Q4 2022, up from 220 in Q3 2022.
- Funds reported $2.7B of Aaon stock for Q4 2022, up 32% quarter-over-quarter.
- 55 funds opened new Aaon positions in Q4 2022 and 18 closed out, a net change of +37 holders.
- The largest Aaon buyer in Q4 2022 was Morgan Stanley, an estimated $97.1M added.
- The largest Aaon seller in Q4 2022 was Neuberger Berman Group, an estimated $34M sold.
Based on aggregated 13F filings for Q4 2022.