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Aaon
AAON

147 hedge funds and large institutions have $888M invested in Aaon in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

70% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 37

7% more funds holding

Funds holding: 138 → 147 (+9)

1% more capital invested

Capital invested by funds: $878M → $888M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
63
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$30.5M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$6.2M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$5.01M
4
Millennium Management
Millennium Management
New York
+$4.75M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.08M

Top Sellers

1
RIM
Ranger Investment Management
Texas
-$16.8M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$14.8M
3
RA
Royce & Associates
New York
-$10.6M
4
WC
Walthausen & Co
New York
-$6.47M
5
TAM
Tiverton Asset Management
Delaware
-$5.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$783K – – –
Public Sector Pension Investment Board (PSP Investments)
77
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$773K – – –
Fiera Capital (Canada)
78
Fiera Capital (Canada)
Quebec, Canada
$702K +$691K +38,250 New
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$671K -$5.42K -300 -0.8%
BIM
80
Bogle Investment Management
Massachusetts
$645K +$636K +35,222 New
AG
81
Algert Global
California
$630K +$261K +14,460 +73%
EA
82
Emerald Acquisition
Washington
$618K +$608K +33,678 New
LPL Financial
83
LPL Financial
California
$606K -$667K -36,940 -52%
RA
84
Rational Advisors
New York
$605K – – –
ASRS
85
Arizona State Retirement System
Arizona
$567K +$5.42K +300 +1%
ZCM
86
Zebra Capital Management
Connecticut
$557K +$59.3K +3,284 +12%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$529K +$30.9K +1,710 +6%
Citigroup
88
Citigroup
New York
$525K -$289K -16,003 -36%
Citadel Advisors
89
Citadel Advisors
Florida
$522K +$150K +8,287 +41%
BA
90
BlackRock Advisors
Delaware
$521K +$9.3K +515 +2%
VFA
91
Virtus Fund Advisers
Connecticut
$518K -$279K -15,430 -35%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$512K – – –
TD Asset Management
93
TD Asset Management
Ontario, Canada
$498K -$46.1K -2,550 -9%
LSERS
94
Louisiana State Employees Retirement System
Louisiana
$486K – – –
UBS AM
95
UBS AM
Illinois
$477K – – –
LWAC
96
Laurel Wealth Advisors (California)
California
$413K -$27.1K -1,500 -6%
CAM
97
Capstone Asset Management
Texas
$403K +$39.6K +2,190 +11%
AG
98
Aperio Group
California
$395K +$22.1K +1,224 +6%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$386K – – –
AAM
100
Azzad Asset Management
Virginia
$374K +$1.41K +78 +0.4%
2 3
4
5 6

AAON Hedge Fund Activity: Q2 2016 in Review

147 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2016, worth a combined $888M — up 1.2% from $878M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AAON positions and 9 closed out — a net gain of 11 holders — while 63 added to existing stakes and 37 trimmed.

The largest buyer was Macquarie Group, adding an estimated $30.5M. The largest seller was Ranger Investment Management, exiting entirely with an estimated $16.8M sold.

  • 147 institutional investors held Aaon (AAON) as of Q2 2016, up from 138 in Q1 2016.
  • Funds reported $888M of Aaon stock for Q2 2016, up 1.2% quarter-over-quarter.
  • 20 funds opened new Aaon positions in Q2 2016 and 9 closed out, a net change of +11 holders.
  • The largest Aaon buyer in Q2 2016 was Macquarie Group, an estimated $30.5M added.
  • The largest Aaon seller in Q2 2016 was Ranger Investment Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2016.