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277 hedge funds and large institutions have $3.71B invested in Aaon in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 107 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

93% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $1.56M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

38% more capital invested

Capital invested by funds: $2.7B → $3.71B (+$1.02B)

35% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 79

9% more funds holding

Funds holding: 253277 (+24)

2.92% more ownership

Funds ownership: 104.82%107.74% (+2.9%)

Holders
277
Holders Change
+24
Holders Change %
+9.49%
% of All Funds
4.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
51
Increased
107
Reduced
79
Closed
23
Calls
$3.01M
Puts
$1.56M
Net Calls
+$1.45M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$639M +$1.06M +19,269 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$452M +$3.96M +71,951 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$305M -$7.14M -129,814 -3%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$215M -$24M -436,618 -12%
Morgan Stanley
5
Morgan Stanley
New York
$143M -$28.1M -511,003 -19%
State Street
6
State Street
Massachusetts
$139M +$3.73M +67,824 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$128M -$1.86M -33,819 -2%
GCM
8
Geneva Capital Management
Wisconsin
$109M +$1.69M +30,704 +2%
CAI
9
Capital Advisors Inc
Oklahoma
$102M
Ameriprise
10
Ameriprise
Minnesota
$87M +$4.05M +73,740 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$81.8M +$2.92M +53,031 +4%
WA
12
Wasatch Advisors
Utah
$78.7M +$7.35M +133,670 +12%
Invesco
13
Invesco
Georgia
$57M +$40.8M +741,382 +517%
JP Morgan Chase
14
JP Morgan Chase
New York
$51.1M +$37.4M +679,654 +605%
Victory Capital Management
15
Victory Capital Management
Texas
$50.2M -$6.65M -120,946 -13%
Northern Trust
16
Northern Trust
Illinois
$49.5M -$870K -15,814 -2%
Goldman Sachs
17
Goldman Sachs
New York
$47.5M -$5.48M -99,584 -12%
BF
18
BOK Financial
Oklahoma
$43.1M +$30.7K +558 +0.1%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$42.1M +$21.3M +386,604 +145%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$41.1M -$842K -15,308 -2%
Norges Bank
21
Norges Bank
Norway
$38.6M +$17.4M +316,205 +112%
Charles Schwab
22
Charles Schwab
California
$37.6M -$45.4K -825 -0.1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$33.5M +$26.5M +481,213 +1,255%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$33.4M +$281K +5,105 +1%
DCM
25
Driehaus Capital Management
Illinois
$31.8M +$9.81M +178,410 +57%

AAON Hedge Fund Activity: Q1 2023 in Review

277 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2023, worth a combined $3.71B — up 38% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AAON positions and 23 closed out — a net gain of 28 holders — while 107 added to existing stakes and 79 trimmed.

The largest buyer was Invesco, adding an estimated $40.8M. The largest seller was Neuberger Berman Group, cutting an estimated $68.1M.

  • 277 institutional investors held Aaon (AAON) as of Q1 2023, up from 253 in Q4 2022.
  • Funds reported $3.71B of Aaon stock for Q1 2023, up 38% quarter-over-quarter.
  • 51 funds opened new Aaon positions in Q1 2023 and 23 closed out, a net change of +28 holders.
  • The largest Aaon buyer in Q1 2023 was Invesco, an estimated $40.8M added.
  • The largest Aaon seller in Q1 2023 was Neuberger Berman Group, an estimated $68.1M sold.

Based on aggregated 13F filings for Q1 2023.