We are live on ! Find out more

157 hedge funds and large institutions have $1.34B invested in Aaon in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

40% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 42

8% more funds holding

Funds holding: 145157 (+12)

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$98.3M)

1.69% more ownership

Funds ownership: 102.67%104.35% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

99% less call options, than puts

Call options by funds: $1K | Put options by funds: $143K

Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
59
Reduced
42
Closed
14
Calls
$1K
Puts
$143K
Net Calls
-$142K
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
101
Mason Street Advisors
Wisconsin
$386K +$8.8K +375 +2%
RJA
102
Raymond James & Associates
Florida
$377K +$7.53K +321 +2%
Truist Financial
103
Truist Financial
North Carolina
$345K -$12.9K -548 -4%
O
104
OppenheimerFunds
New York
$341K +$10.6K +453 +3%
Citigroup
105
Citigroup
New York
$330K -$519K -22,137 -62%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$328K
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$320K +$18.2K +777 +6%
PIA
108
Piedmont Investment Advisors
North Carolina
$305K -$18.2K -777 -6%
SOADOR
109
State of Alaska Department of Revenue
Alaska
$296K +$1.76K +75 +0.6%
FA
110
FDx Advisors
Illinois
$294K -$1.76K -75 -0.6%
CGH
111
Crossmark Global Holdings
Texas
$275K -$84.4K -3,599 -24%
CPH
112
C Partners Holding
Switzerland
$275K +$264K +11,246 New
ProShare Advisors
113
ProShare Advisors
Maryland
$271K +$260K +11,070 New
Barclays
114
Barclays
United Kingdom
$241K +$146K +6,205 +170%
JG
115
Jefferies Group
New York
$239K -$162K -6,892 -41%
Stifel Financial
116
Stifel Financial
Missouri
$236K +$226K +9,651 New
Creative Planning
117
Creative Planning
Kansas
$235K +$1.13K +48 +0.5%
Holocene Advisors
118
Holocene Advisors
New York
$231K +$221K +9,437 New
Parallax Volatility Advisers
119
Parallax Volatility Advisers
California
$231K +$222K +9,450 New
Victory Capital Management
120
Victory Capital Management
Texas
$229K +$19K +811 +10%
AB
121
Amalgamated Bank
New York
$222K +$213K +9,093 New
XK
122
Xact Kapitalforvaltning
Sweden
$221K +$212K +9,024 New
PA
123
Profund Advisors
Maryland
$215K +$206K +8,771 New
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$215K +$206K +8,793 New
GT
125
Glenmede Trust
Pennsylvania
$212K

AAON Hedge Fund Activity: Q4 2017 in Review

157 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2017, worth a combined $1.34B — up 7.9% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AAON positions and 14 closed out — a net gain of 12 holders — while 59 added to existing stakes and 42 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $9.84M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $9.84M sold.

  • 157 institutional investors held Aaon (AAON) as of Q4 2017, up from 145 in Q3 2017.
  • Funds reported $1.34B of Aaon stock for Q4 2017, up 7.9% quarter-over-quarter.
  • 26 funds opened new Aaon positions in Q4 2017 and 14 closed out, a net change of +12 holders.
  • The largest Aaon buyer in Q4 2017 was Wasatch Advisors, an estimated $9.84M added.
  • The largest Aaon seller in Q4 2017 was Nationwide Fund Advisors, an estimated $9.84M sold.

Based on aggregated 13F filings for Q4 2017.