We are live on ! Find out more
AAON icon

Aaon
AAON

126 hedge funds and large institutions have $723M invested in Aaon in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $568M → $723M (+$155M)

5% more funds holding

Funds holding: 120 → 126 (+6)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

Holders
126
Holders Change
+6
Holders Change %
+5%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
42
Reduced
48
Closed
9
Calls
$224K
Puts
–
Net Calls
+$224K
Net Calls Change
+$2.47M

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.91M
2
BFA
BlackRock Fund Advisors
California
+$3.85M
3
Wells Fargo
Wells Fargo
California
+$2.38M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.8M
5
Invesco
Invesco
Georgia
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
OSAM
O'Shaughnessy Asset Management
Connecticut
-$8.45M
2
RA
Royce & Associates
New York
-$6.86M
3
KG
Killen Group
Pennsylvania
-$6.64M
4
Macquarie Group
Macquarie Group
Australia
-$6.38M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
26
Personal Capital Advisors
California
$4.65M +$787K +58,945 +23%
CAM
27
Cortina Asset Management
Wisconsin
$4.2M -$231K -17,329 -6%
Morgan Stanley
28
Morgan Stanley
New York
$3.96M -$646K -48,408 -15%
Wells Fargo
29
Wells Fargo
California
$3.59M +$2.38M +178,069 +284%
TCIM
30
TIAA CREF Investment Management
New York
$3.35M -$196K -14,661 -6%
MAA
31
Managed Account Advisors
New Jersey
$3.22M -$116K -8,715 -4%
BIM
32
BlackRock Investment Management
Delaware
$3.08M -$36K -2,699 -1%
MSA
33
Mason Street Advisors
Wisconsin
$3.04M +$2.2K +165 +0.1%
Invesco
34
Invesco
Georgia
$2.7M +$1.29M +96,522 +114%
NFA
35
Nationwide Fund Advisors
Ohio
$2.67M +$4.72K +354 +0.2%
Charles Schwab
36
Charles Schwab
California
$2.62M +$78.1K +5,850 +3%
GAM
37
Gotham Asset Management
New York
$2.54M -$2.66M -199,380 -54%
TAM
38
THB Asset Management
Connecticut
$2.43M +$18.8K +1,405 +0.9%
PAM
39
Panagora Asset Management
Massachusetts
$2.41M +$494K +37,038 +30%
Deutsche Bank
40
Deutsche Bank
Germany
$2.09M +$395K +29,599 +27%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.99M -$1.31M -98,182 -42%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$1.94M – – –
Comerica Bank
43
Comerica Bank
Texas
$1.84M +$809K +60,637 +97%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.82M +$914K +68,445 +128%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.76M – – –
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.75M +$6.66K +499 +0.4%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.71M – – –
ICAP
48
Independence Capital Asset Partners
Colorado
$1.42M +$1.27M +95,250 New
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.39M – – –
OC
50
Oppenheimer & Co
New York
$1.38M +$1.23M +92,138 New
1
2
3 4 5

AAON Hedge Fund Activity: Q4 2014 in Review

126 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2014, worth a combined $723M — up 27% from $568M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AAON positions and 9 closed out — a net gain of 8 holders — while 42 added to existing stakes and 48 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $8.91M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $8.45M.

  • 126 institutional investors held Aaon (AAON) as of Q4 2014, up from 120 in Q3 2014.
  • Funds reported $723M of Aaon stock for Q4 2014, up 27% quarter-over-quarter.
  • 17 funds opened new Aaon positions in Q4 2014 and 9 closed out, a net change of +8 holders.
  • The largest Aaon buyer in Q4 2014 was Neuberger Berman Group, an estimated $8.91M added.
  • The largest Aaon seller in Q4 2014 was O'Shaughnessy Asset Management, an estimated $8.45M sold.

Based on aggregated 13F filings for Q4 2014.