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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
ZCM
76
Zebra Capital Management
Connecticut
$954K +$152K +7,288 +20%
Millennium Management
77
Millennium Management
New York
$951K -$3.17M -151,996 -78%
Deutsche Bank
78
Deutsche Bank
Germany
$934K -$472K -22,611 -35%
Public Sector Pension Investment Board (PSP Investments)
79
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$929K – – –
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$921K -$8.16K -391 -0.9%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$911K -$28.7K -1,376 -3%
TAM
82
Tyers Asset Management
Texas
$818K +$774K +37,104 New
TD Asset Management
83
TD Asset Management
Ontario, Canada
$806K +$37.5K +1,800 +5%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$717K -$6.26K -300 -0.9%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$709K +$36.3K +1,740 +6%
BA
86
BlackRock Advisors
Delaware
$692K -$584 -28 -0.1%
LPL Financial
87
LPL Financial
California
$680K -$79.9K -3,830 -11%
ASRS
88
Arizona State Retirement System
Arizona
$672K -$6.26K -300 -1%
RA
89
Rational Advisors
New York
$661K -$62.6K -3,000 -9%
VFA
90
Virtus Fund Advisers
Connecticut
$628K – – –
RQS
91
Ramsey Quantitative Systems
Kentucky
$611K -$287K -13,761 -33%
AG
92
Aperio Group
California
$605K +$84.2K +4,035 +17%
ZIM
93
Zacks Investment Management
Illinois
$598K -$236K -11,332 -29%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$592K -$21.8K -1,045 -4%
CAM
95
Congress Asset Management
Massachusetts
$567K +$269K +12,885 +100%
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$542K – – –
AQR Capital Management
97
AQR Capital Management
Connecticut
$541K – – –
JIM
98
Jupiter Investment Management
United Kingdom
$539K +$115K +5,535 +29%
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$527K -$50.1K -2,400 -9%
AA
100
ALPS Advisors
Colorado
$513K +$4.55K +218 +0.9%
2 3
4
5 6

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.