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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
57
Reduced
49
Closed
6
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$301K

Top Buyers

1
CAI
Capital Advisors Inc
Oklahoma
+$34.3M
2
BFA
BlackRock Fund Advisors
California
+$10.9M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$6.45M
4
Morgan Stanley
Morgan Stanley
New York
+$5.36M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$3.34M

Top Sellers

1
RA
Royce & Associates
New York
-$6.87M
2
Millennium Management
Millennium Management
New York
-$3.17M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.49M
4
Macquarie Group
Macquarie Group
Australia
-$2.04M
5
HIMCH
Hartford Investment Management Co (HIMCO)
Connecticut
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$117M +$414K +19,836 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M +$2.45M +117,687 +2%
CAI
3
Capital Advisors Inc
Oklahoma
$104M +$34.3M +1,644,000 +53%
BFA
4
BlackRock Fund Advisors
California
$101M +$10.9M +524,033 +13%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$65.7M -$1.09M -52,185 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$61.5M -$1.23M -58,918 -2%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$49.1M +$192K +9,217 +0.4%
BIT
8
BlackRock Institutional Trust
California
$34.4M +$157K +7,528 +0.5%
Macquarie Group
9
Macquarie Group
Australia
$30M -$2.04M -97,875 -7%
State Street
10
State Street
Massachusetts
$29.9M +$2M +95,938 +8%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$28.5M +$1.64M +78,510 +6%
ACM
12
Atlanta Capital Management
Georgia
$26.5M -$468K -22,452 -2%
Northern Trust
13
Northern Trust
Illinois
$20.8M +$198K +9,501 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$20M +$426K +20,399 +2%
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$18.4M +$3.34M +159,965 +24%
PCA
16
Personal Capital Advisors
California
$17.8M +$1.19M +57,178 +8%
Renaissance Technologies
17
Renaissance Technologies
New York
$17.4M -$444K -21,300 -3%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$16.7M +$29.3K +1,405 +0.2%
RFS
19
Rockefeller Financial Services
New York
$13M -$7.51K -360 -0.1%
Ameriprise
20
Ameriprise
Minnesota
$12.8M -$11.9K -569 -0.1%
BF
21
BOK Financial
Oklahoma
$11.9M -$681K -32,652 -6%
Norges Bank
22
Norges Bank
Norway
$11.5M – – –
Geode Capital Management
23
Geode Capital Management
Massachusetts
$10.6M +$342K +16,385 +4%
Principal Financial Group
24
Principal Financial Group
Iowa
$9.85M +$265K +12,685 +3%
Morgan Stanley
25
Morgan Stanley
New York
$7.65M +$5.36M +256,773 +283%
1
2 3 4 5

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.