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Aaon
AAON

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: 1 → 2 (+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: 114 → 119 (+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

Top Buyers

1
CCA
Conestoga Capital Advisors
Pennsylvania
+$8.27M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$7.35M
3
Invesco
Invesco
Georgia
+$5.41M
4
BFA
BlackRock Fund Advisors
California
+$3.58M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.83M

Top Sellers

1
CAI
Capital Advisors Inc
Oklahoma
-$16.8M
2
RA
Royce & Associates
New York
-$12.9M
3
KG
Killen Group
Pennsylvania
-$5.87M
4
ACM
Atlanta Capital Management
Georgia
-$5.63M
5
KCM
Kennedy Capital Management
Missouri
-$4.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
– -$20K -2,025 Closed
MA
127
MUFG Americas
New York
– -$2K -236 Closed
2 3 4 5
6

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.