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.
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)
Top Buyers
Top Sellers
| 1 |
RA
Royce & Associates
New York
|
-$6.87M |
| 2 |
Millennium Management
New York
|
-$3.17M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.49M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$2.04M |
| 5 |
HIMCH
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
|
-$1.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
151
MV Capital Management
Bethesda,
Maryland
| $5K | – | – | – |
|
|
GAM
152
Gemmer Asset Management
Walnut Creek,
California
| $5K | +$5.01K | +240 | New |
|
|
IA
153
IFP Advisors
Tampa,
Florida
| $2K | +$2.06K | +99 | New |
|
|
FNBT
154
FineMark National Bank & Trust
Fort Myers,
Florida
| $1K | – | – | – |
|
|
NFG
155
Next Financial Group
Houston,
Texas
| $1K | – | – | – |
|
|
QI
156
QS Investors
New York
| $1K | – | – | – |
|
|
PFBT
157
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | +$730 | +35 | New |
|
|
RA
158
Royce & Associates
New York
| – | -$6.87M | -329,193 | -100% |
|
|
159
Fidelity Investments
Boston,
Massachusetts
| – | -$2.49M | -129,650 | Closed |
|
160
Arrowstreet Capital
Boston,
Massachusetts
| – | -$1.52M | -79,392 | Closed |
|
161
D.E. Shaw & Co
New York
| – | -$284K | -14,786 | Closed |
|
|
EMG
162
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$265K | -13,800 | Closed |
|
163
SG Americas Securities
New York
| – | -$193K | -10,062 | Closed |
|
164
SEI Investments
Oaks,
Pennsylvania
| – | -$37K | -1,932 | Closed |
|
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.