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303 hedge funds and large institutions have $3.71B invested in Aaon in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 104 increasing their positions, 102 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

9% more funds holding

Funds holding: 277303 (+26)

2% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 102

0.34% more ownership

Funds ownership: 107.74%108.07% (+0.34%)

0% less capital invested

Capital invested by funds: $3.71B → $3.71B (-$8.91M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $2.84M

Holders
303
Holders Change
+26
Holders Change %
+9.39%
% of All Funds
4.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
104
Reduced
102
Closed
27
Calls
$2.23M
Puts
$2.84M
Net Calls
-$616K
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$700M +$73.6M +1,162,899 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$452M +$8.22M +129,987 +2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$285M -$13.9M -219,297 -5%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$209M -$1.34M -21,143 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$142M +$1.37M +21,675 +1%
State Street
6
State Street
Massachusetts
$141M +$4.56M +72,087 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$119M -$6.5M -102,816 -5%
GCM
8
Geneva Capital Management
Wisconsin
$107M -$263K -4,155 -0.2%
CAI
9
Capital Advisors Inc
Oklahoma
$100M +$48K +759 +0%
Invesco
10
Invesco
Georgia
$94.2M +$38.3M +605,039 +68%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$84.7M +$4.54M +71,740 +6%
JP Morgan Chase
12
JP Morgan Chase
New York
$84.2M +$34.1M +539,679 +68%
Ameriprise
13
Ameriprise
Minnesota
$71.9M -$13.4M -211,602 -16%
WA
14
Wasatch Advisors
Utah
$61.7M -$15.5M -244,626 -20%
Goldman Sachs
15
Goldman Sachs
New York
$53.1M +$6.53M +103,296 +14%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$51.3M +$10M +158,521 +24%
Northern Trust
17
Northern Trust
Illinois
$50.3M +$1.72M +27,222 +4%
BF
18
BOK Financial
Oklahoma
$42.2M -$38.7K -611 -0.1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$39.7M -$657K -10,380 -2%
Charles Schwab
20
Charles Schwab
California
$37M +$126K +1,985 +0.3%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$35.1M +$2.44M +38,527 +7%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$32.2M -$654K -10,344 -2%
Norges Bank
23
Norges Bank
Norway
$28.4M -$9.45M -149,390 -25%
Wells Fargo
24
Wells Fargo
California
$27.6M -$203K -3,206 -0.7%
Principal Financial Group
25
Principal Financial Group
Iowa
$23.6M -$433K -6,847 -2%

AAON Hedge Fund Activity: Q2 2023 in Review

303 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2023, worth a combined $3.71B — down 0.24% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new AAON positions and 27 closed out — a net gain of 26 holders — while 104 added to existing stakes and 102 trimmed.

The largest buyer was BlackRock, adding an estimated $73.6M. The largest seller was Victory Capital Management, cutting an estimated $38.5M.

  • 303 institutional investors held Aaon (AAON) as of Q2 2023, up from 277 in Q1 2023.
  • Funds reported $3.71B of Aaon stock for Q2 2023, down 0.24% quarter-over-quarter.
  • 53 funds opened new Aaon positions in Q2 2023 and 27 closed out, a net change of +26 holders.
  • The largest Aaon buyer in Q2 2023 was BlackRock, an estimated $73.6M added.
  • The largest Aaon seller in Q2 2023 was Victory Capital Management, an estimated $38.5M sold.

Based on aggregated 13F filings for Q2 2023.