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119 hedge funds and large institutions have $571M invested in Aaon in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 60 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $470M → $571M (+$101M)

4% more funds holding

Funds holding: 114119 (+5)

30% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 60

Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
42
Reduced
60
Closed
8
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$135K +$124K +11,457 New
Canada Life
102
Canada Life
Manitoba, Canada
$130K +$119K +11,025 New
PAM
103
Panagora Asset Management
Massachusetts
$124K -$434K -40,058 -79%
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$115K +$56.4K +5,210 +115%
OA
105
OFI Advisors
Pennsylvania
$104K -$4.15K -383 -4%
HNB
106
Huntington National Bank
Ohio
$93K -$42.4K -3,915 -33%
PI
107
PineBridge Investments
New York
$86K +$4.59K +424 +6%
TRCT
108
Tower Research Capital (TRC)
New York
$75K -$11.3K -1,043 -14%
Federated Hermes
109
Federated Hermes
Pennsylvania
$66K +$10.7K +987 +21%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$52K -$11 -1 -0%
BIM
111
Bridgecreek Investment Management
Oklahoma
$33K -$11 -1 -0%
PCM
112
Prelude Capital Management
New York
$32K -$80.2K -7,408 -73%
BlackRock
113
BlackRock
New York
$25K -$11 -1 -0%
HR
114
Howe & Rusling
New York
$18K -$5.59K -516 -25%
U
115
UBS
Switzerland
$13K -$34.4K -3,177 -74%
Creative Planning
116
Creative Planning
Kansas
$8K -$7.31K -675 -50%
MFS
117
MSI Financial Services
Massachusetts
$2K
Citigroup
118
Citigroup
New York
$1K -$2.9K -268 -76%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$593 -$17.1K -1,584 -3%
CCM
120
Cadence Capital Management
Massachusetts
-$1.24M -126,056 Closed
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
-$830K -84,723 Closed
Jane Street
122
Jane Street
New York
-$595K -60,720 Closed
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
-$227 -23,119 Closed
SCA
124
SAC Capital Advisors
Connecticut
-$225K -22,997 Closed
OMCS
125
Old Mutual Customised Solutions
South Africa
-$25K -2,531 Closed

AAON Hedge Fund Activity: Q3 2013 in Review

119 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2013, worth a combined $571M — up 21% from $470M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AAON positions and 8 closed out — a net gain of 6 holders — while 42 added to existing stakes and 60 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $8.27M. The largest seller was Capital Advisors Inc, cutting an estimated $16.8M.

  • 119 institutional investors held Aaon (AAON) as of Q3 2013, up from 114 in Q2 2013.
  • Funds reported $571M of Aaon stock for Q3 2013, up 21% quarter-over-quarter.
  • 14 funds opened new Aaon positions in Q3 2013 and 8 closed out, a net change of +6 holders.
  • The largest Aaon buyer in Q3 2013 was Conestoga Capital Advisors, an estimated $8.27M added.
  • The largest Aaon seller in Q3 2013 was Capital Advisors Inc, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2013.