We are live on ! Find out more

148 hedge funds and large institutions have $1.24B invested in Aaon in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 49

11% more capital invested

Capital invested by funds: $1.11B → $1.24B (+$127M)

4.22% more ownership

Funds ownership: 95.52%99.74% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 159148 (-11)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
148
Holders Change
-11
Holders Change %
-6.92%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
62
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
101
Virginia Retirement Systems
Virginia
$371K +$65.4K +2,850 +22%
MAP
102
Moody Aldrich Partners
Massachusetts
$366K -$700K -30,510 -66%
Truist Financial
103
Truist Financial
North Carolina
$365K -$36.7K -1,598 -9%
Deutsche Bank
104
Deutsche Bank
Germany
$354K -$628K -27,362 -64%
RJA
105
Raymond James & Associates
Florida
$343K +$7.91K +345 +2%
MSA
106
Mason Street Advisors
Wisconsin
$326K +$20.2K +879 +7%
O
107
OppenheimerFunds
New York
$313K +$46.6K +2,032 +18%
TAM
108
THB Asset Management
Connecticut
$299K
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$294K -$23.7K -1,032 -8%
FA
110
FDx Advisors
Illinois
$285K -$32.9K -1,433 -11%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$272K +$30.4K +1,326 +13%
1GA
112
1st Global Advisors
Texas
$254K +$26.3K +1,145 +12%
PA
113
Profund Advisors
Maryland
$233K -$25.6K -1,117 -10%
GT
114
Glenmede Trust
Pennsylvania
$220K
ZCM
115
Zebra Capital Management
Connecticut
$218K -$781K -34,041 -79%
RA
116
Rational Advisors
New York
$212K -$482K -21,000 -70%
PI
117
PineBridge Investments
New York
$182K +$3.58K +156 +2%
Barclays
118
Barclays
United Kingdom
$159K +$134K +5,862 +658%
SOADOR
119
State of Alaska Department of Revenue
Alaska
$154K +$2.06K +90 +1%
Victory Capital Management
120
Victory Capital Management
Texas
$146K +$19.7K +859 +16%
AIP
121
Ameritas Investment Partners
Nebraska
$123K +$120K +5,234 New
LIA
122
LS Investment Advisors
Michigan
$102K +$46.1K +2,010 +86%
ASN
123
Advisory Services Network
Georgia
$90K +$87.6K +3,818 New
HNB
124
Huntington National Bank
Ohio
$79K
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$65K

AAON Hedge Fund Activity: Q1 2017 in Review

148 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2017, worth a combined $1.24B — up 11% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of AAON and 10 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 62 added.

The largest buyer was BlackRock, adding an estimated $163M. The largest seller was T. Rowe Price Associates, cutting an estimated $8.91M.

  • 148 institutional investors held Aaon (AAON) as of Q1 2017, down from 159 in Q4 2016.
  • Funds reported $1.24B of Aaon stock for Q1 2017, up 11% quarter-over-quarter.
  • 10 funds opened new Aaon positions in Q1 2017 and 16 closed out, a net change of -6 holders.
  • The largest Aaon buyer in Q1 2017 was BlackRock, an estimated $163M added.
  • The largest Aaon seller in Q1 2017 was T. Rowe Price Associates, an estimated $8.91M sold.

Based on aggregated 13F filings for Q1 2017.