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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
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$2.06M +$1.95M +93,522 New
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$2.04M +$65.9K +3,159 +4%
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.88M – – –
PPA
54
Parametric Portfolio Associates
Washington
$1.77M +$62.1K +2,976 +4%
TRSOTSOK
55
Teachers Retirement System of the State of Kentucky
Kentucky
$1.75M -$25K -1,200 -1%
GHCM
56
Glen Harbor Capital Management
California
$1.74M +$1.64M +78,846 New
Canada Life
57
Canada Life
Manitoba, Canada
$1.73M -$38.2K -1,831 -2%
CS
58
Credit Suisse
Switzerland
$1.6M +$115K +5,502 +8%
WB
59
WesBanco Bank
West Virginia
$1.49M – – –
US Bancorp
60
US Bancorp
Minnesota
$1.48M +$168K +8,037 +14%
MCIM
61
Meadow Creek Investment Management
Georgia
$1.43M +$1.35M +64,932 New
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$1.41M +$38.8K +1,858 +3%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$1.41M +$31.3K +1,500 +2%
Comerica Bank
64
Comerica Bank
Texas
$1.4M +$68.9K +3,304 +5%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$1.38M -$136K -6,529 -9%
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$1.16M – – –
GC
67
Guggenheim Capital
Illinois
$1.14M -$198K -9,480 -15%
EP
68
Elkfork Partners
Oregon
$1.12M +$1.06M +51,018 New
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$1.09M – – –
Citadel Advisors
70
Citadel Advisors
Florida
$1.05M -$1.51M -72,429 -60%
MAP
71
Moody Aldrich Partners
Massachusetts
$1.01M -$1.23M -58,883 -56%
First Trust Advisors
72
First Trust Advisors
Illinois
$1M -$271K -13,002 -22%
SO
73
STRS Ohio
Ohio
$998K -$59.4K -2,850 -6%
AIG
74
American International Group
New York
$974K -$14K -673 -1%
TPSF
75
Texas Permanent School Fund
Texas
$954K -$43.2K -2,070 -5%
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.