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157 hedge funds and large institutions have $1.34B invested in Aaon in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

40% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 42

8% more funds holding

Funds holding: 145157 (+12)

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$98.3M)

1.69% more ownership

Funds ownership: 102.67%104.35% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

99% less call options, than puts

Call options by funds: $1K | Put options by funds: $143K

Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
59
Reduced
42
Closed
14
Calls
$1K
Puts
$143K
Net Calls
-$142K
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$2.4M -$492K -20,959 -18%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$2.4M -$36.7K -1,565 -2%
JP Morgan Chase
53
JP Morgan Chase
New York
$2.37M +$370K +15,766 +19%
CAM
54
Congress Asset Management
Massachusetts
$2.14M +$911K +38,855 +80%
AllianceBernstein
55
AllianceBernstein
Tennessee
$2.04M -$45.7K -1,950 -2%
Canada Life
56
Canada Life
Manitoba, Canada
$1.97M -$50.5K -2,154 -3%
US Bancorp
57
US Bancorp
Minnesota
$1.82M +$36.5K +1,554 +2%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$1.67M +$59.8K +2,550 +4%
TRSOTSOK
59
Teachers Retirement System of the State of Kentucky
Kentucky
$1.46M +$36.6K +1,562 +3%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$1.36M
CS
61
Credit Suisse
Switzerland
$1.34M -$440K -18,777 -25%
Luther King Capital Management (LKCM)
62
Luther King Capital Management (LKCM)
Texas
$1.28M
AIG
63
American International Group
New York
$1.2M +$4.17K +178 +0.4%
ZCM
64
Zebra Capital Management
Connecticut
$1.19M +$5.96K +254 +0.5%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.18M +$8.07K +344 +0.7%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$1.15M -$120K -5,130 -10%
GHCM
67
Glen Harbor Capital Management
California
$1.06M -$364K -15,504 -26%
DCM
68
Driehaus Capital Management
Illinois
$1.03M +$985K +42,002 New
TPSF
69
Texas Permanent School Fund
Texas
$1M -$79.5K -3,388 -8%
UBS AM
70
UBS AM
Illinois
$974K +$33K +1,406 +4%
Public Sector Pension Investment Board (PSP Investments)
71
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$919K
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$909K +$302K +12,885 +53%
MCIM
73
Meadow Creek Investment Management
Georgia
$877K -$299K -12,768 -26%
UBS Group
74
UBS Group
Switzerland
$810K -$38.6K -1,647 -5%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$778K

AAON Hedge Fund Activity: Q4 2017 in Review

157 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2017, worth a combined $1.34B — up 7.9% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AAON positions and 14 closed out — a net gain of 12 holders — while 59 added to existing stakes and 42 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $9.84M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $9.84M sold.

  • 157 institutional investors held Aaon (AAON) as of Q4 2017, up from 145 in Q3 2017.
  • Funds reported $1.34B of Aaon stock for Q4 2017, up 7.9% quarter-over-quarter.
  • 26 funds opened new Aaon positions in Q4 2017 and 14 closed out, a net change of +12 holders.
  • The largest Aaon buyer in Q4 2017 was Wasatch Advisors, an estimated $9.84M added.
  • The largest Aaon seller in Q4 2017 was Nationwide Fund Advisors, an estimated $9.84M sold.

Based on aggregated 13F filings for Q4 2017.