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Aaon
AAON

253 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, 84 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 (+$655M)

14% more funds holding

Funds holding: 221 → 253 (+32)

4% more call options, than puts

Call options by funds: $776K | Put options by funds: $746K

0% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 84

2.29% less ownership

Funds ownership: 107.11% → 104.82% (-2.3%)

Holders
253
Holders Change
+32
Holders Change %
+14.48%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
84
Reduced
84
Closed
18
Calls
$776K
Puts
$746K
Net Calls
+$30K
Net Calls Change
+$25K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$97.1M
2
Millennium Management
Millennium Management
New York
+$18.8M
3
DCM
Driehaus Capital Management
Illinois
+$14.7M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$12.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$9.28M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$34M
2
Ameriprise
Ameriprise
Minnesota
-$24.6M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$23.3M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$21M
5
CVA
Ceredex Value Advisors
Florida
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$497M +$7.87M +168,676 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$349M +$3.52M +75,540 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$244M -$21M -450,747 -8%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$189M -$1.11M -23,777 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$137M +$97.1M +2,081,391 +321%
State Street
6
State Street
Massachusetts
$105M -$3.59M -77,027 -4%
GCM
7
Geneva Capital Management
Wisconsin
$83.7M -$134K -2,871 -0.2%
CAI
8
Capital Advisors Inc
Oklahoma
$79.7M -$2.86M -61,368 -4%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$65.6M -$34M -728,804 -36%
Ameriprise
10
Ameriprise
Minnesota
$64.1M -$24.6M -526,228 -29%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$61.1M +$1.37M +29,442 +2%
WA
12
Wasatch Advisors
Utah
$54.6M -$1.46M -31,274 -3%
Victory Capital Management
13
Victory Capital Management
Texas
$45.2M +$857K +18,364 +2%
Goldman Sachs
14
Goldman Sachs
New York
$42M -$7.68M -164,536 -16%
Northern Trust
15
Northern Trust
Illinois
$39.4M +$594K +12,741 +2%
BF
16
BOK Financial
Oklahoma
$33.6M -$158K -3,394 -0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$32.8M -$1.74M -37,255 -5%
Charles Schwab
18
Charles Schwab
California
$29.4M +$526K +11,274 +2%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$25.7M +$57.7K +1,237 +0.2%
Wells Fargo
20
Wells Fargo
California
$22M -$2.15M -46,059 -10%
Millennium Management
21
Millennium Management
New York
$20.5M +$18.8M +402,831 +6,462%
Principal Financial Group
22
Principal Financial Group
Iowa
$19.5M -$116K -2,494 -0.6%
Comerica Bank
23
Comerica Bank
Texas
$17.2M -$941K -20,172 -6%
Macquarie Group
24
Macquarie Group
Australia
$16.7M +$228K +4,883 +1%
DCM
25
Driehaus Capital Management
Illinois
$15.8M +$14.7M +314,738 New
1
2 3 4 5

AAON Hedge Fund Activity: Q4 2022 in Review

253 of the 6,221 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 84 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.

  • 253 institutional investors held Aaon (AAON) as of Q4 2022, up from 221 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.