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120 hedge funds and large institutions have $696M invested in Aaon in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $571M → $696M (+$126M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% more funds holding

Funds holding: 119120 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
41
Reduced
47
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$57.9M +$2.1M +165,184 +4%
RA
2
Royce & Associates
New York
$53.3M -$1.74M -136,800 -4%
BFA
3
BlackRock Fund Advisors
California
$48.3M +$712K +56,085 +2%
CAI
4
Capital Advisors Inc
Oklahoma
$43.9M -$99.9K -7,875 -0.3%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$43.5M +$1.26M +99,450 +3%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$40.8M +$5.24M +412,881 +17%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$38.9M -$20.3K -1,598 -0.1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$32.4M +$388K +30,548 +1%
BIT
9
BlackRock Institutional Trust
California
$25.2M -$345K -27,174 -2%
ACM
10
Atlanta Capital Management
Georgia
$21.7M -$786K -61,961 -4%
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$21.3M +$3.42M +269,266 +22%
KG
12
Killen Group
Pennsylvania
$18.4M -$627K -49,455 -4%
State Street
13
State Street
Massachusetts
$18.3M +$925K +72,934 +6%
Northern Trust
14
Northern Trust
Illinois
$16.2M -$70.1K -5,522 -0.5%
WC
15
Walthausen & Co
New York
$15.2M -$1.69M -133,133 -11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$13.5M -$16.9K -1,332 -0.1%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$11.8M +$1.08M +84,834 +11%
Ameriprise
18
Ameriprise
Minnesota
$8.68M -$153K -12,035 -2%
Norges Bank
19
Norges Bank
Norway
$8.34M
Macquarie Group
20
Macquarie Group
Australia
$8.15M +$272K +21,409 +4%
CAM
21
Cortina Asset Management
Wisconsin
$7.72M -$195K -15,348 -3%
Invesco
22
Invesco
Georgia
$6.63M -$1.61M -127,098 -21%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$6.5M +$204K +16,115 +4%
GAM
24
Gotham Asset Management
New York
$6.02M -$1.49M -117,678 -28%
Goldman Sachs
25
Goldman Sachs
New York
$5.82M -$1.08M -85,347 -17%

AAON Hedge Fund Activity: Q4 2013 in Review

120 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2013, worth a combined $696M — up 22% from $571M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AAON positions and 14 closed out — a net gain of 1 holder — while 41 added to existing stakes and 47 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $5.24M. The largest seller was THB Asset Management, cutting an estimated $3.69M.

  • 120 institutional investors held Aaon (AAON) as of Q4 2013, up from 119 in Q3 2013.
  • Funds reported $696M of Aaon stock for Q4 2013, up 22% quarter-over-quarter.
  • 15 funds opened new Aaon positions in Q4 2013 and 14 closed out, a net change of +1 holder.
  • The largest Aaon buyer in Q4 2013 was Conestoga Capital Advisors, an estimated $5.24M added.
  • The largest Aaon seller in Q4 2013 was THB Asset Management, an estimated $3.69M sold.

Based on aggregated 13F filings for Q4 2013.