Aaon
AAON
127 hedge funds and large institutions have $731M invested in Aaon in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
19% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 42
11% more capital invested
Capital invested by funds: $657M → $731M (+$73.4M)
4% more funds holding
Funds holding: 122 → 127 (+5)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$18.4M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.47M |
| 3 |
Neuberger Berman Group
New York
|
+$2.46M |
| 4 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$2.44M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$45.6M |
| 2 |
RA
Royce & Associates
New York
|
-$10.8M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$10.7M |
| 4 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$5.94M |
| 5 |
Morgan Stanley
New York
|
-$3.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Arrowstreet Capital
Boston,
Massachusetts
| – | -$1.26M | -97,592 | Closed |
|
|
PP
127
PDT Partners
New York
| – | -$1.23M | -94,946 | Closed |
|
|
GAM
128
Gotham Asset Management
New York
| – | -$1.04M | -80,601 | Closed |
|
129
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$450K | -34,800 | Closed |
|
|
TI
130
Trexquant Investment
Stamford,
Connecticut
| – | -$317K | -24,600 | Closed |
|
131
Simplex Trading
Chicago,
Illinois
| – | -$18K | -1,448 | Closed |
|
132
Barclays
London,
United Kingdom
| – | -$9K | -737 | Closed |
|
|
SIM
133
Sonora Investment Management
Tucson,
Arizona
| – | -$8K | -614 | Closed |
|
|
PAM
134
Panagora Asset Management
Boston,
Massachusetts
| – | -$3K | -200 | Closed |
|
|
WAM
135
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | +$303 | +20 | New |
|
AAON Hedge Fund Activity: Q4 2015 in Review
127 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2015, worth a combined $731M — up 11% from $657M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new AAON positions and 9 closed out — a net gain of 6 holders — while 50 added to existing stakes and 42 trimmed.
The largest buyer was State Street, opening a new position worth an estimated $18.4M. The largest seller was BOK Financial, cutting an estimated $45.6M.
- 127 institutional investors held Aaon (AAON) as of Q4 2015, up from 122 in Q3 2015.
- Funds reported $731M of Aaon stock for Q4 2015, up 11% quarter-over-quarter.
- 15 funds opened new Aaon positions in Q4 2015 and 9 closed out, a net change of +6 holders.
- The largest Aaon buyer in Q4 2015 was State Street, an estimated $18.4M added.
- The largest Aaon seller in Q4 2015 was BOK Financial, an estimated $45.6M sold.
Based on aggregated 13F filings for Q4 2015.