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146 hedge funds and large institutions have $908M invested in Aaon in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 41

2% more capital invested

Capital invested by funds: $888M → $908M (+$20.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 147146 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $291K

Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
64
Reduced
41
Closed
12
Calls
Puts
$291K
Net Calls
-$291K
Net Calls Change
-$291K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$35K +$6.03K +328 +22%
AIM
127
Anchor Investment Management
South Carolina
$31.7K +$30.3K +1,650 New
TWA
128
TCI Wealth Advisors
Arizona
$28K +$13.1K +711 +94%
Creative Planning
129
Creative Planning
Kansas
$25K +$18.9K +1,028 +381%
Barclays
130
Barclays
United Kingdom
$24K +$21.7K +1,179 +2,456%
RCM
131
Riverhead Capital Management
Delaware
$23K -$28K -1,523 -56%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$23K
QCG
133
Quadrant Capital Group
Ohio
$16K
SWA
134
Sutton Wealth Advisors
Florida
$14.3K
AG
135
Advisor Group
Arizona
$11K -$5.19K -282 -32%
PAM
136
Panagora Asset Management
Massachusetts
$10K +$9.75K +530 New
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$6K +$1.14K +62 +23%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$5K -$8.52K -463 -65%
MCM
139
MV Capital Management
Maryland
$4K
TCIM
140
TIAA CREF Investment Management
New York
$3.55K -$22.1K -1,200 -0.6%
TRCT
141
Tower Research Capital (TRC)
New York
$3K -$15.8K -858 -85%
FNBT
142
FineMark National Bank & Trust
Florida
$1K
NFG
143
Next Financial Group
Texas
$1K
QI
144
QS Investors
New York
$1K
VOYA Investment Management
145
VOYA Investment Management
Georgia
$537
American Century Companies
146
American Century Companies
Missouri
-$881K -48,038 Closed
Fiera Capital (Canada)
147
Fiera Capital (Canada)
Quebec, Canada
-$702K -38,250 Closed
BIM
148
Bogle Investment Management
Massachusetts
-$645K -35,222 Closed
AG
149
Algert Global
California
-$630K -34,368 Closed
HIM
150
Hillsdale Investment Management
Ontario, Canada
-$360K -19,650 Closed

AAON Hedge Fund Activity: Q3 2016 in Review

146 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2016, worth a combined $908M — up 2.3% from $888M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AAON and 11 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 64 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $5M. The largest seller was Macquarie Group, cutting an estimated $24.5M.

  • 146 institutional investors held Aaon (AAON) as of Q3 2016, down from 147 in Q2 2016.
  • Funds reported $908M of Aaon stock for Q3 2016, up 2.3% quarter-over-quarter.
  • 11 funds opened new Aaon positions in Q3 2016 and 12 closed out, a net change of -1 holder.
  • The largest Aaon buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $5M added.
  • The largest Aaon seller in Q3 2016 was Macquarie Group, an estimated $24.5M sold.

Based on aggregated 13F filings for Q3 2016.