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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
RFC
51
Russell Frank Company
Washington
$1.35M – – –
TA
52
Teachers Advisors
New York
$1.33M -$24.7K -1,853 -2%
American Century Companies
53
American Century Companies
Missouri
$1.26M +$1.13M +84,294 New
TRSOTSOK
54
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M -$134K -10,023 -11%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$1.25M -$3.51K -263 -0.3%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$1.24M +$106K +7,970 +11%
WB
57
WesBanco Bank
West Virginia
$1.22M +$11K +822 +1%
PPA
58
Parametric Portfolio Associates
Washington
$1.2M -$20.7K -1,551 -2%
EAM
59
Eagle Asset Management
Florida
$1.19M +$1.07M +80,010 New
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$1.15M -$8.45M -633,288 -89%
Swiss National Bank
61
Swiss National Bank
Switzerland
$1.1M +$20K +1,500 +2%
DC
62
Deere & Company
Illinois
$1.07M – – –
ZCM
63
Zebra Capital Management
Connecticut
$915K -$4.28K -321 -0.5%
Bank of America
64
Bank of America
North Carolina
$859K +$413K +30,932 +116%
TPSF
65
Texas Permanent School Fund
Texas
$845K -$13.1K -980 -2%
RJA
66
Raymond James & Associates
Florida
$814K +$728K +54,534 New
Luther King Capital Management (LKCM)
67
Luther King Capital Management (LKCM)
Texas
$783K +$700K +52,460 New
Millennium Management
68
Millennium Management
New York
$774K -$99.2K -7,435 -13%
AQR Capital Management
69
AQR Capital Management
Connecticut
$763K -$1.38M -103,365 -67%
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$741K +$61.8K +4,631 +10%
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$740K -$62.1K -4,650 -9%
AIG
72
American International Group
New York
$704K -$20K -1,495 -3%
VRS
73
Virginia Retirement Systems
Virginia
$671K +$86.1K +6,450 +17%
Citadel Advisors
74
Citadel Advisors
Florida
$660K -$550K -41,222 -48%
ASRS
75
Arizona State Retirement System
Arizona
$655K -$2K -150 -0.3%
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.