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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
UBS Group
101
UBS Group
Switzerland
$503K +$171K +8,214 +56%
LWAC
102
Laurel Wealth Advisors (California)
California
$496K – – –
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$464K – – –
AAM
104
Azzad Asset Management
Virginia
$455K +$2.96K +142 +0.7%
WC
105
Wexford Capital
Florida
$397K +$376K +18,012 New
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$396K +$142K +6,791 +61%
CAM
107
Capstone Asset Management
Texas
$394K -$78.8K -3,780 -17%
SAM
108
Symphony Asset Management
California
$392K -$192K -9,201 -34%
Truist Financial
109
Truist Financial
North Carolina
$377K -$4.38K -210 -1%
MERSOM
110
Municipal Employees' Retirement System of Michigan
Michigan
$377K +$80.1K +3,840 +29%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$377K +$351K +16,839 New
UBS AM
112
UBS AM
Illinois
$329K -$353K -16,912 -53%
RJA
113
Raymond James & Associates
Florida
$313K -$647 -31 -0.2%
FA
114
FDx Advisors
Illinois
$298K -$15.8K -759 -5%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$298K +$82.1K +3,936 +41%
MSA
116
Mason Street Advisors
Wisconsin
$286K +$14.8K +711 +6%
VRS
117
Virginia Retirement Systems
Virginia
$284K +$269K +12,900 New
HSBC Holdings
118
HSBC Holdings
United Kingdom
$281K +$266K +12,756 New
TAM
119
THB Asset Management
Connecticut
$279K +$265K +12,705 New
JG
120
Jefferies Group
New York
$268K +$254K +12,164 New
O
121
OppenheimerFunds
New York
$248K +$235K +11,243 New
ProShare Advisors
122
ProShare Advisors
Maryland
$244K +$231K +11,054 New
PA
123
Profund Advisors
Maryland
$243K +$230K +11,010 New
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$226K +$15.1K +723 +8%
1GA
125
1st Global Advisors
Texas
$213K +$201K +9,651 New
3 4
5
6 7

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.