We are live on ! Find out more

119 hedge funds and large institutions have $571M invested in Aaon in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 60 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $470M → $571M (+$101M)

4% more funds holding

Funds holding: 114119 (+5)

30% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 60

Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
42
Reduced
60
Closed
8
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Gotham Asset Management
New York
$5.02M +$2.64M +243,485 +134%
KCM
27
Kennedy Capital Management
Missouri
$4.51M -$4.26M -393,746 -51%
MAA
28
Managed Account Advisors
New Jersey
$4.31M -$296K -27,324 -7%
Principal Financial Group
29
Principal Financial Group
Iowa
$4.3M +$354K +32,724 +10%
Prudential Financial
30
Prudential Financial
New Jersey
$4.1M +$563K +52,029 +18%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$4.03M +$97.3K +8,992 +3%
RFC
32
Russell Frank Company
Washington
$3.78M +$790K +72,962 +30%
Morgan Stanley
33
Morgan Stanley
New York
$3.7M +$42.9K +3,964 +1%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$3.46M +$457K +42,187 +17%
BIM
35
BlackRock Investment Management
Delaware
$2.49M +$108K +10,016 +5%
PCP
36
Perimeter Capital Partners
Georgia
$2.24M +$239K +22,046 +13%
NFA
37
Nationwide Fund Advisors
Ohio
$2.23M -$120K -11,083 -6%
Renaissance Technologies
38
Renaissance Technologies
New York
$2.09M +$862K +79,650 +82%
MSA
39
Mason Street Advisors
Wisconsin
$2.03M +$1.77M +163,540 +1,879%
Charles Schwab
40
Charles Schwab
California
$2.02M +$82.7K +7,639 +5%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$1.8M -$11 -1 -0%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.8M +$360K +33,299 +28%
COPPSERS
43
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.79M +$558K +51,525 +52%
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.7M +$934K +86,264 +150%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.66M -$367K -33,863 -19%
First Trust Advisors
46
First Trust Advisors
Illinois
$1.52M -$560K -51,771 -29%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.36M -$20.5K -1,891 -2%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.34M +$37.8K +3,491 +3%
QI
49
QS Investors
New York
$1.29M
EI
50
EAM Investors
California
$1.22M -$147K -13,572 -12%

AAON Hedge Fund Activity: Q3 2013 in Review

119 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2013, worth a combined $571M — up 21% from $470M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AAON positions and 8 closed out — a net gain of 6 holders — while 42 added to existing stakes and 60 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $8.27M. The largest seller was Capital Advisors Inc, cutting an estimated $16.8M.

  • 119 institutional investors held Aaon (AAON) as of Q3 2013, up from 114 in Q2 2013.
  • Funds reported $571M of Aaon stock for Q3 2013, up 21% quarter-over-quarter.
  • 14 funds opened new Aaon positions in Q3 2013 and 8 closed out, a net change of +6 holders.
  • The largest Aaon buyer in Q3 2013 was Conestoga Capital Advisors, an estimated $8.27M added.
  • The largest Aaon seller in Q3 2013 was Capital Advisors Inc, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2013.