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148 hedge funds and large institutions have $1.24B invested in Aaon in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 49

11% more capital invested

Capital invested by funds: $1.11B → $1.24B (+$127M)

4.22% more ownership

Funds ownership: 95.52%99.74% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 159148 (-11)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
148
Holders Change
-11
Holders Change %
-6.92%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
62
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$168M +$163M +7,125,327 +132,762%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$126M +$1.14M +49,834 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$124M +$4.19M +182,721 +4%
CAI
4
Capital Advisors Inc
Oklahoma
$112M +$110K +4,800 +0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$62.8M -$2.91M -126,902 -5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$61.1M -$8.91M -388,312 -13%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$52.7M +$211K +9,180 +0.4%
Macquarie Group
8
Macquarie Group
Australia
$35.2M +$3.03M +132,003 +10%
State Street
9
State Street
Massachusetts
$33.5M +$1.56M +68,058 +5%
WA
10
Wasatch Advisors
Utah
$32M +$31.2M +1,359,596 New
Wellington Management Group
11
Wellington Management Group
Massachusetts
$30.1M -$324K -14,133 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$28.9M +$7.34M +319,933 +35%
ACM
13
Atlanta Capital Management
Georgia
$25.9M -$2.38M -103,685 -9%
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$24.7M +$4.8M +209,352 +25%
Northern Trust
15
Northern Trust
Illinois
$22.2M +$12.1K +529 +0.1%
PCA
16
Personal Capital Advisors
California
$19.8M +$948K +41,324 +5%
Renaissance Technologies
17
Renaissance Technologies
New York
$17.5M -$1.14M -49,800 -6%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$17M -$769K -33,534 -4%
RFS
19
Rockefeller Financial Services
New York
$14.5M +$541K +23,564 +4%
RCMC
20
RK Capital Management (Colorado)
Colorado
$13.5M +$13.1M +572,765 New
Ameriprise
21
Ameriprise
Minnesota
$13.2M -$465K -20,251 -3%
BF
22
BOK Financial
Oklahoma
$12.3M -$475K -20,700 -4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$12.2M +$825K +35,982 +7%
Principal Financial Group
24
Principal Financial Group
Iowa
$11.1M +$537K +23,427 +5%
Bank of America
25
Bank of America
North Carolina
$9.68M +$1.46M +63,615 +18%

AAON Hedge Fund Activity: Q1 2017 in Review

148 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2017, worth a combined $1.24B — up 11% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of AAON and 10 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 62 added.

The largest buyer was BlackRock, adding an estimated $163M. The largest seller was T. Rowe Price Associates, cutting an estimated $8.91M.

  • 148 institutional investors held Aaon (AAON) as of Q1 2017, down from 159 in Q4 2016.
  • Funds reported $1.24B of Aaon stock for Q1 2017, up 11% quarter-over-quarter.
  • 10 funds opened new Aaon positions in Q1 2017 and 16 closed out, a net change of -6 holders.
  • The largest Aaon buyer in Q1 2017 was BlackRock, an estimated $163M added.
  • The largest Aaon seller in Q1 2017 was T. Rowe Price Associates, an estimated $8.91M sold.

Based on aggregated 13F filings for Q1 2017.