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119 hedge funds and large institutions have $571M invested in Aaon in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 60 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $470M → $571M (+$101M)

4% more funds holding

Funds holding: 114119 (+5)

30% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 60

Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
42
Reduced
60
Closed
8
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$46.2M +$2.57M +237,811 +6%
RA
2
Royce & Associates
New York
$45.9M -$12.9M -1,189,352 -23%
BFA
3
BlackRock Fund Advisors
California
$39.4M +$3.58M +331,125 +11%
CAI
4
Capital Advisors Inc
Oklahoma
$36.6M -$16.8M -1,550,808 -33%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$35M -$2.25M -207,704 -7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$32.3M +$93.5K +8,638 +0.3%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$29M +$8.27M +764,377 +45%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$26.6M +$574K +53,048 +2%
BIT
9
BlackRock Institutional Trust
California
$21.3M -$412K -38,022 -2%
ACM
10
Atlanta Capital Management
Georgia
$18.8M -$5.63M -519,842 -25%
KG
11
Killen Group
Pennsylvania
$15.9M -$5.87M -542,330 -29%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$14.5M +$7.35M +679,039 +123%
State Street
13
State Street
Massachusetts
$14.3M +$152K +14,071 +1%
WC
14
Walthausen & Co
New York
$14.2M +$1.37M +126,506 +12%
Northern Trust
15
Northern Trust
Illinois
$13.5M -$2.81M -259,470 -18%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.2M +$291K +26,921 +3%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$8.79M +$2.83M +261,447 +54%
Ameriprise
18
Ameriprise
Minnesota
$7.36M +$1.42M +130,804 +27%
Invesco
19
Invesco
Georgia
$7.01M +$5.41M +499,598 +528%
Norges Bank
20
Norges Bank
Norway
$6.93M -$43 -4 -0%
CAM
21
Cortina Asset Management
Wisconsin
$6.6M -$324K -29,921 -5%
Macquarie Group
22
Macquarie Group
Australia
$6.52M -$1.31M -121,447 -18%
Goldman Sachs
23
Goldman Sachs
New York
$5.84M +$1.85M +170,746 +53%
TAM
24
THB Asset Management
Connecticut
$5.41M -$3.16M -292,209 -39%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$5.22M -$14.5K -1,344 -0.3%

AAON Hedge Fund Activity: Q3 2013 in Review

119 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2013, worth a combined $571M — up 21% from $470M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AAON positions and 8 closed out — a net gain of 6 holders — while 42 added to existing stakes and 60 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $8.27M. The largest seller was Capital Advisors Inc, cutting an estimated $16.8M.

  • 119 institutional investors held Aaon (AAON) as of Q3 2013, up from 114 in Q2 2013.
  • Funds reported $571M of Aaon stock for Q3 2013, up 21% quarter-over-quarter.
  • 14 funds opened new Aaon positions in Q3 2013 and 8 closed out, a net change of +6 holders.
  • The largest Aaon buyer in Q3 2013 was Conestoga Capital Advisors, an estimated $8.27M added.
  • The largest Aaon seller in Q3 2013 was Capital Advisors Inc, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2013.