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157 hedge funds and large institutions have $1.34B invested in Aaon in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

40% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 42

8% more funds holding

Funds holding: 145157 (+12)

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$98.3M)

1.69% more ownership

Funds ownership: 102.67%104.35% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

99% less call options, than puts

Call options by funds: $1K | Put options by funds: $143K

Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
59
Reduced
42
Closed
14
Calls
$1K
Puts
$143K
Net Calls
-$142K
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
126
Capital Analysts LLC
Pennsylvania
$189K +$65.8K +2,806 +57%
AIP
127
Ameritas Investment Partners
Nebraska
$128K
RCM
128
Riverhead Capital Management
Delaware
$125K +$21.1K +900 +21%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$84K +$28.4K +1,209 +54%
HNB
130
Huntington National Bank
Ohio
$82K
SEI Investments
131
SEI Investments
Pennsylvania
$79K +$9.15K +390 +14%
PG
132
PEAK6 Group
Illinois
$79K +$76K +3,239 New
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$77K
OWA
134
One Wealth Advisors
California
$64K +$61.2K +2,609 New
II
135
Inspire Investing
Idaho
$61K +$58.7K +2,504 New
AIM
136
Anchor Investment Management
South Carolina
$44K
LIA
137
LS Investment Advisors
Michigan
$42K -$83.4K -3,555 -67%
APA
138
American Portfolios Advisors
New York
$30.3K +$29K +1,238 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$26K +$1.13K +48 +5%
AG
140
Advisor Group
Arizona
$23K +$8.07K +344 +58%
QCG
141
Quadrant Capital Group
Ohio
$21K
SWA
142
Sutton Wealth Advisors
Florida
$18.2K
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$15K
CG
144
Cutler Group
California
$9K +$3.54K +151 +66%
LTFS
145
Ladenburg Thalmann Financial Services
Florida
$8K -$774 -33 -9%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$7K +$6.52K +278 New
GAM
147
Gemmer Asset Management
California
$6K
MCM
148
MV Capital Management
Maryland
$6K
WAM
149
Wealthspire Advisors (Maryland)
Maryland
$4K +$3.38K +144 +2,880%
SWP
150
Stratos Wealth Partners
Ohio
$3K +$2.81K +120 New

AAON Hedge Fund Activity: Q4 2017 in Review

157 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2017, worth a combined $1.34B — up 7.9% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AAON positions and 14 closed out — a net gain of 12 holders — while 59 added to existing stakes and 42 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $9.84M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $9.84M sold.

  • 157 institutional investors held Aaon (AAON) as of Q4 2017, up from 145 in Q3 2017.
  • Funds reported $1.34B of Aaon stock for Q4 2017, up 7.9% quarter-over-quarter.
  • 26 funds opened new Aaon positions in Q4 2017 and 14 closed out, a net change of +12 holders.
  • The largest Aaon buyer in Q4 2017 was Wasatch Advisors, an estimated $9.84M added.
  • The largest Aaon seller in Q4 2017 was Nationwide Fund Advisors, an estimated $9.84M sold.

Based on aggregated 13F filings for Q4 2017.