Aaon
AAON
145 hedge funds and large institutions have $1.24B invested in Aaon in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 11 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 36
4.02% more ownership
Funds ownership: 98.65% → 102.67% (+4%)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
1% less funds holding
Funds holding: 146 → 145 (-1)
3% less capital invested
Capital invested by funds: $1.27B → $1.24B (-$33.4M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
34% less call options, than puts
Call options by funds: $121K | Put options by funds: $183K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$11.8M |
| 2 |
BlackRock
New York
|
+$8.08M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$7.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.35M |
| 5 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$1.79M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$1.67M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$1.64M |
| 4 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$1.57M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$48K | -1,950 | Closed |
|
|
FANJ
152
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$5K | -186 | Closed |
|
153
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -39 | Closed |
|
AAON Hedge Fund Activity: Q3 2017 in Review
145 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2017, worth a combined $1.24B — down 2.6% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AAON positions and 11 closed out — a net gain of 1 holder — while 65 added to existing stakes and 36 trimmed.
The largest buyer was BOK Financial, opening a new position worth an estimated $11.8M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $1.79M sold.
- 145 institutional investors held Aaon (AAON) as of Q3 2017, down from 146 in Q2 2017.
- Funds reported $1.24B of Aaon stock for Q3 2017, down 2.6% quarter-over-quarter.
- 12 funds opened new Aaon positions in Q3 2017 and 11 closed out, a net change of +1 holder.
- The largest Aaon buyer in Q3 2017 was BOK Financial, an estimated $11.8M added.
- The largest Aaon seller in Q3 2017 was Intrinsic Edge Capital Management, an estimated $1.79M sold.
Based on aggregated 13F filings for Q3 2017.