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Aaon
AAON

Overview Fund Activity

252 hedge funds and large institutions have $2.7B invested in Aaon in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+33
Holders Change %
+15.07%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
84
Reduced
83
Closed
17
Calls
$776K
Puts
$746K
Net Calls
+$30K
Net Calls Change
+$25K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
Millennium Management
2
Millennium Management
New York
$20.5M
3
DCM
3
Driehaus Capital Management
Illinois
$15.8M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$13.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$12.1M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$65.6M
2
Ameriprise
2
Ameriprise
Minnesota
$64.1M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$1.93M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$244M
5
CVA
5
Ceredex Value Advisors
Florida
$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
EverSource Wealth Advisors
Alabama
$11.8K – – –
PFBT
227
Parkside Financial Bank & Trust
Missouri
$8.06K +$100 +2 +1%
VCM
228
Versant Capital Management
Arizona
$6.48K +$603 +12 +10%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$6.48K +$6.48K +129 New
IA
230
IFP Advisors
Florida
$6K +$3.08K +78 +105%
LC
231
Lindbrook Capital
California
$4.67K +$1.36K +27 +41%
RCM
232
Raleigh Capital Management
North Carolina
$4.3K +$1.95K +39 +83%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$4K – – –
TC
234
Truvestments Capital
Florida
$3.99K +$3.99K +80 New
SPIA
235
Steward Partners Investment Advisory
New York
$3.92K – – –
TWA
236
TCI Wealth Advisors
Arizona
$3.47K – – –
Pacer Advisors
237
Pacer Advisors
Pennsylvania
$2.71K – – –
RA
238
Rise Advisors
New York
$2.67K – – –
JWA
239
JFS Wealth Advisors
Pennsylvania
$2.56K +$201 +4 +9%
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$2.34K +$248 +5 +12%
SC
241
Schubert & Co
Texas
$2.03K +$149 +3 +8%
KFP
242
KB Financial Partners
New Jersey
$2K -$840 -21 -30%
AWM
243
Accurate Wealth Management
Florida
$1.59K +$1.59K +32 New
BIA
244
Bell Investment Advisors
California
$1.51K – – –
C
245
Covestor
United Kingdom
$1K -$41.6K -583 -98%
SFG
246
Steward Financial Group
Texas
$1K +$1K +21 New
SIC
247
SJS Investment Consulting
Ohio
$904 +$502 +10 +125%
ECM
248
Everence Capital Management
Indiana
$831 – – –
AF
249
Advisornet Financial
Minnesota
$678 +$678 +14 New
DI
250
Disciplined Investments
Oklahoma
$603 -$101 -2 -14%
7 8 9
10
11