Aaon
AAON
120 hedge funds and large institutions have $696M invested in Aaon in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 14 closing their positions.
22% more capital invested
Capital invested by funds: $571M → $696M (+$126M)
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
1% more funds holding
Funds holding: 119 → 120 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$5.24M |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$3.42M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$3.15M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.1M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$3.69M |
| 2 |
RA
Royce & Associates
New York
|
-$1.74M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
-$1.69M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.61M |
| 5 |
GAM
Gotham Asset Management
New York
|
-$1.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Tudor Investment Corp
Stamford,
Connecticut
| – | -$234K | -19,800 | Closed |
|
127
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| – | -$228K | -19,350 | Closed |
|
128
Citadel Advisors
Miami,
Florida
| – | -$225K | -19,044 | Closed |
|
129
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$156K | -13,163 | Closed |
|
130
SG Americas Securities
New York
| – | -$135K | -11,457 | Closed |
|
|
BIM
131
Bridgecreek Investment Management
Tulsa,
Oklahoma
| – | -$33K | -2,783 | Closed |
|
|
PCM
132
Prelude Capital Management
New York
| – | -$32K | -2,700 | Closed |
|
|
HR
133
Howe & Rusling
Rochester,
New York
| – | -$18K | -1,519 | Closed |
|
|
MFS
134
MSI Financial Services
Springfield,
Massachusetts
| – | -$2K | -203 | Closed |
|
AAON Hedge Fund Activity: Q4 2013 in Review
120 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2013, worth a combined $696M — up 22% from $571M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new AAON positions and 14 closed out — a net gain of 1 holder — while 41 added to existing stakes and 47 trimmed.
The largest buyer was Conestoga Capital Advisors, adding an estimated $5.24M. The largest seller was THB Asset Management, cutting an estimated $3.69M.
- 120 institutional investors held Aaon (AAON) as of Q4 2013, up from 119 in Q3 2013.
- Funds reported $696M of Aaon stock for Q4 2013, up 22% quarter-over-quarter.
- 15 funds opened new Aaon positions in Q4 2013 and 14 closed out, a net change of +1 holder.
- The largest Aaon buyer in Q4 2013 was Conestoga Capital Advisors, an estimated $5.24M added.
- The largest Aaon seller in Q4 2013 was THB Asset Management, an estimated $3.69M sold.
Based on aggregated 13F filings for Q4 2013.