Aaon
AAON
126 hedge funds and large institutions have $723M invested in Aaon in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
27% more capital invested
Capital invested by funds: $568M → $723M (+$155M)
5% more funds holding
Funds holding: 120 → 126 (+6)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
13% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$8.91M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.85M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.38M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$8.45M |
| 2 |
RA
Royce & Associates
New York
|
-$6.86M |
| 3 |
KG
Killen Group
Berwyn,
Pennsylvania
|
-$6.64M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$6.38M |
| 5 |
Renaissance Technologies
New York
|
-$3.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $611 | -$13.4K | -1,004 | -2% |
|
|
127
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$6.38M | -562,773 | Closed |
|
128
First Trust Advisors
Wheaton,
Illinois
| – | -$1.57M | -138,579 | Closed |
|
|
GC
129
Guggenheim Capital
Chicago,
Illinois
| – | -$867K | -76,478 | Closed |
|
|
BMCMI
130
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| – | -$792K | -69,852 | Closed |
|
131
Tudor Investment Corp
Stamford,
Connecticut
| – | -$229K | -20,166 | Closed |
|
|
TAM
132
Tocqueville Asset Management
New York
| – | -$217K | -19,170 | Closed |
|
133
KBC Group
Brussels,
Belgium
| – | -$92K | -8,073 | Closed |
|
134
BNP Paribas Financial Markets
Paris,
France
| – | -$42.3K | -3,732 | Closed |
|
|
HIM
135
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$34K | -3,000 | Closed |
|
AAON Hedge Fund Activity: Q4 2014 in Review
126 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2014, worth a combined $723M — up 27% from $568M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AAON positions and 9 closed out — a net gain of 8 holders — while 42 added to existing stakes and 48 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $8.91M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $8.45M.
- 126 institutional investors held Aaon (AAON) as of Q4 2014, up from 120 in Q3 2014.
- Funds reported $723M of Aaon stock for Q4 2014, up 27% quarter-over-quarter.
- 17 funds opened new Aaon positions in Q4 2014 and 9 closed out, a net change of +8 holders.
- The largest Aaon buyer in Q4 2014 was Neuberger Berman Group, an estimated $8.91M added.
- The largest Aaon seller in Q4 2014 was O'Shaughnessy Asset Management, an estimated $8.45M sold.
Based on aggregated 13F filings for Q4 2014.