We are live on ! Find out more
AAON icon

Aaon
AAON

159 hedge funds and large institutions have $1.11B invested in Aaon in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

95.52% more ownership

Funds ownership: 0% → 95.52% (+96%)

22% more capital invested

Capital invested by funds: $908M → $1.11B (+$202M)

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

9% more funds holding

Funds holding: 146 → 159 (+13)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
57
Reduced
49
Closed
6
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$301K

Top Buyers

1
CAI
Capital Advisors Inc
Oklahoma
+$34.3M
2
BFA
BlackRock Fund Advisors
California
+$10.9M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$6.45M
4
Morgan Stanley
Morgan Stanley
New York
+$5.36M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$3.34M

Top Sellers

1
RA
Royce & Associates
New York
-$6.87M
2
Millennium Management
Millennium Management
New York
-$3.17M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.49M
4
Macquarie Group
Macquarie Group
Australia
-$2.04M
5
HIMCH
Hartford Investment Management Co (HIMCO)
Connecticut
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$7.65M +$1.01M +48,535 +16%
NFA
27
Nationwide Fund Advisors
Ohio
$7.48M +$287K +13,758 +4%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$6.81M +$6.45M +309,150 New
BIM
29
BlackRock Investment Management
Delaware
$6.68M +$1.06M +50,668 +20%
TAM
30
Tiverton Asset Management
Delaware
$6.06M – – –
JHIU
31
Janus Henderson Investors US
Colorado
$5.99M +$300K +14,361 +6%
Wells Fargo
32
Wells Fargo
California
$5.87M +$450K +21,583 +9%
Charles Schwab
33
Charles Schwab
California
$5.12M +$249K +11,955 +5%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$5.02M -$1.23M -58,950 -21%
TCIM
35
TIAA CREF Investment Management
New York
$3.83M -$222K -10,625 -6%
Prudential Financial
36
Prudential Financial
New Jersey
$3.51M -$125K -5,970 -4%
HIMCH
37
Hartford Investment Management Co (HIMCO)
Connecticut
$3.37M -$1.98M -95,027 -38%
JP Morgan Chase
38
JP Morgan Chase
New York
$3.23M +$538K +25,806 +21%
EAM
39
EULAV Asset Management
Florida
$3.17M +$848K +40,650 +39%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$2.75M -$65.7K -3,150 -2%
EAM
41
Eagle Asset Management
Florida
$2.62M +$69K +3,306 +3%
Invesco
42
Invesco
Georgia
$2.54M -$16.2K -778 -0.7%
BG
43
BlackRock Group
United Kingdom
$2.54M +$864K +41,430 +56%
Citigroup
44
Citigroup
New York
$2.46M +$1.39M +66,810 +149%
TA
45
Teachers Advisors
New York
$2.4M +$68.9K +3,303 +3%
Legal & General Group
46
Legal & General Group
United Kingdom
$2.35M +$1.01M +48,475 +84%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.24M – – –
Goldman Sachs
48
Goldman Sachs
New York
$2.15M +$1.73M +82,777 +560%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$2.14M +$33.5K +1,606 +2%
AllianceBernstein
50
AllianceBernstein
Tennessee
$2.12M – – –
1
2
3 4 5

AAON Hedge Fund Activity: Q4 2016 in Review

159 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2016, worth a combined $1.11B — up 22% from $908M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AAON positions and 6 closed out — a net gain of 15 holders — while 57 added to existing stakes and 49 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $34.3M. The largest seller was Royce & Associates, cutting an estimated $6.87M.

  • 159 institutional investors held Aaon (AAON) as of Q4 2016, up from 146 in Q3 2016.
  • Funds reported $1.11B of Aaon stock for Q4 2016, up 22% quarter-over-quarter.
  • 21 funds opened new Aaon positions in Q4 2016 and 6 closed out, a net change of +15 holders.
  • The largest Aaon buyer in Q4 2016 was Capital Advisors Inc, an estimated $34.3M added.
  • The largest Aaon seller in Q4 2016 was Royce & Associates, an estimated $6.87M sold.

Based on aggregated 13F filings for Q4 2016.