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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
VOYA Investment Management
76
VOYA Investment Management
Georgia
$648K – – –
BG
77
BlackRock Group
United Kingdom
$568K -$38.1K -2,854 -7%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$530K +$12K +900 +3%
CS
79
Credit Suisse
Switzerland
$527K -$773K -57,910 -62%
Public Employees Retirement Association of Colorado
80
Public Employees Retirement Association of Colorado
Colorado
$522K – – –
BA
81
BlackRock Advisors
Delaware
$507K -$27.3K -2,044 -6%
PP
82
PDT Partners
New York
$506K +$43.4K +3,250 +11%
US Bancorp
83
US Bancorp
Minnesota
$498K +$46.6K +3,492 +12%
KG
84
Killen Group
Pennsylvania
$487K -$6.64M -497,754 -94%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$484K +$34K +2,550 +9%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$480K +$429K +32,166 New
CAM
87
Capstone Asset Management
Texas
$446K -$174K -13,061 -30%
LSERS
88
Louisiana State Employees Retirement System
Louisiana
$420K -$14K -1,050 -4%
FA
89
FDx Advisors
Illinois
$407K +$20.9K +1,567 +6%
Citigroup
90
Citigroup
New York
$383K +$286K +21,448 +507%
UBS AM
91
UBS AM
Illinois
$368K +$42K +3,150 +15%
SO
92
STRS Ohio
Ohio
$365K -$162K -12,150 -33%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$342K -$2K -150 -0.7%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$314K – – –
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$314K +$281K +21,066 New
Goldman Sachs
96
Goldman Sachs
New York
$294K +$43.8K +3,282 +20%
AAM
97
Azzad Asset Management
Virginia
$287K +$257K +19,218 New
SCM
98
Sterling Capital Management
North Carolina
$285K – – –
NPIT
99
National Penn Investors Trust
Pennsylvania
$276K +$15.5K +1,163 +7%
AG
100
Aperio Group
California
$257K +$230K +17,195 New
2 3
4
5 6

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.