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157 hedge funds and large institutions have $1.34B invested in Aaon in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

40% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 42

8% more funds holding

Funds holding: 145157 (+12)

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$98.3M)

1.69% more ownership

Funds ownership: 102.67%104.35% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

99% less call options, than puts

Call options by funds: $1K | Put options by funds: $143K

Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
59
Reduced
42
Closed
14
Calls
$1K
Puts
$143K
Net Calls
-$142K
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$188M +$5.06M +215,876 +3%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$137M +$3.58M +152,479 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$137M +$3.71M +157,956 +3%
CAI
4
Capital Advisors Inc
Oklahoma
$116M -$141K -6,000 -0.1%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$71.1M +$8.22M +350,303 +14%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$65.7M +$1.74M +73,989 +3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$53.2M -$8.73M -372,057 -15%
WA
8
Wasatch Advisors
Utah
$50.7M +$9.84M +419,592 +25%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$45.8M +$5.58M +237,857 +15%
State Street
10
State Street
Massachusetts
$37.8M +$990K +42,211 +3%
Macquarie Group
11
Macquarie Group
Australia
$33.8M -$491K -20,952 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$29M -$1.31M -55,741 -4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$28.8M +$99.4K +4,236 +0.4%
ACM
14
Atlanta Capital Management
Georgia
$25.5M -$902K -38,434 -4%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$24.1M +$8.57M +365,216 +59%
Northern Trust
16
Northern Trust
Illinois
$24M -$291K -12,424 -1%
RFS
17
Rockefeller Financial Services
New York
$17.3M +$1.66M +70,937 +11%
PCA
18
Personal Capital Advisors
California
$16.4M -$850K -36,224 -5%
Ameriprise
19
Ameriprise
Minnesota
$14.4M +$777K +33,114 +6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$13.9M +$322K +13,740 +2%
BF
21
BOK Financial
Oklahoma
$12.7M
Bank of America
22
Bank of America
North Carolina
$12M -$4.42M -188,259 -28%
Principal Financial Group
23
Principal Financial Group
Iowa
$11.1M -$401K -17,083 -4%
Renaissance Technologies
24
Renaissance Technologies
New York
$10.4M -$5.87M -250,125 -37%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$8.75M

AAON Hedge Fund Activity: Q4 2017 in Review

157 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2017, worth a combined $1.34B — up 7.9% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AAON positions and 14 closed out — a net gain of 12 holders — while 59 added to existing stakes and 42 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $9.84M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $9.84M sold.

  • 157 institutional investors held Aaon (AAON) as of Q4 2017, up from 145 in Q3 2017.
  • Funds reported $1.34B of Aaon stock for Q4 2017, up 7.9% quarter-over-quarter.
  • 26 funds opened new Aaon positions in Q4 2017 and 14 closed out, a net change of +12 holders.
  • The largest Aaon buyer in Q4 2017 was Wasatch Advisors, an estimated $9.84M added.
  • The largest Aaon seller in Q4 2017 was Nationwide Fund Advisors, an estimated $9.84M sold.

Based on aggregated 13F filings for Q4 2017.