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Aaon
AAON

159 hedge funds and large institutions have $1.11B invested in Aaon in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

95.52% more ownership

Funds ownership: 0% → 95.52% (+96%)

22% more capital invested

Capital invested by funds: $908M → $1.11B (+$202M)

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

9% more funds holding

Funds holding: 146 → 159 (+13)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
57
Reduced
49
Closed
6
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$301K

Top Buyers

1
CAI
Capital Advisors Inc
Oklahoma
+$34.3M
2
BFA
BlackRock Fund Advisors
California
+$10.9M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$6.45M
4
Morgan Stanley
Morgan Stanley
New York
+$5.36M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$3.34M

Top Sellers

1
RA
Royce & Associates
New York
-$6.87M
2
Millennium Management
Millennium Management
New York
-$3.17M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.49M
4
Macquarie Group
Macquarie Group
Australia
-$2.04M
5
HIMCH
Hartford Investment Management Co (HIMCO)
Connecticut
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
126
Glenmede Trust
Pennsylvania
$206K – – –
PI
127
PineBridge Investments
New York
$167K – – –
SOADOR
128
State of Alaska Department of Revenue
Alaska
$142K +$135K +6,450 New
BlackRock
129
BlackRock
New York
$119K +$12.5K +600 +13%
Victory Capital Management
130
Victory Capital Management
Texas
$118K -$2.71K -130 -2%
HNB
131
Huntington National Bank
Ohio
$74K -$42.1K -2,016 -37%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$60K – – –
LIA
133
LS Investment Advisors
Michigan
$52K +$3.63K +174 +8%
Fuller & Thaler Asset Management
134
Fuller & Thaler Asset Management
California
$43K – – –
PAM
135
Paradigm Asset Management
New York
$43K -$78.2K -3,750 -66%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$40K – – –
AIM
137
Anchor Investment Management
South Carolina
$36.4K – – –
TWA
138
TCI Wealth Advisors
Arizona
$32K +$63 +3 +0.2%
TRCT
139
Tower Research Capital (TRC)
New York
$28K +$22.8K +1,092 +728%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$26K – – –
RCM
141
Riverhead Capital Management
Delaware
$26K – – –
Creative Planning
142
Creative Planning
Kansas
$21K -$7.63K -366 -28%
Barclays
143
Barclays
United Kingdom
$20K -$7.01K -336 -27%
QCG
144
Quadrant Capital Group
Ohio
$19K – – –
SWA
145
Sutton Wealth Advisors
Florida
$16.4K – – –
AG
146
Advisor Group
Arizona
$13K – – –
PAM
147
Panagora Asset Management
Massachusetts
$12K – – –
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$9K +$1.75K +84 +25%
IP
149
Intellectus Partners
California
$7K +$6.38K +306 New
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$6K – – –
3 4 5
6
7

AAON Hedge Fund Activity: Q4 2016 in Review

159 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2016, worth a combined $1.11B — up 22% from $908M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AAON positions and 6 closed out — a net gain of 15 holders — while 57 added to existing stakes and 49 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $34.3M. The largest seller was Royce & Associates, cutting an estimated $6.87M.

  • 159 institutional investors held Aaon (AAON) as of Q4 2016, up from 146 in Q3 2016.
  • Funds reported $1.11B of Aaon stock for Q4 2016, up 22% quarter-over-quarter.
  • 21 funds opened new Aaon positions in Q4 2016 and 6 closed out, a net change of +15 holders.
  • The largest Aaon buyer in Q4 2016 was Capital Advisors Inc, an estimated $34.3M added.
  • The largest Aaon seller in Q4 2016 was Royce & Associates, an estimated $6.87M sold.

Based on aggregated 13F filings for Q4 2016.