276 hedge funds and large institutions have $3.71B invested in Aaon in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 106 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+24
Holders Change %
+9.52%
% of All Funds
4.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
51
Increased
106
Reduced
79
Closed
23
Calls
$3.01M
Puts
$1.56M
Net Calls
+$1.45M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
226
Tradition Wealth Management
Minnesota
$116K
TRCT
227
Tower Research Capital (TRC)
New York
$115K +$89K +1,381 +342%
SWM
228
Spire Wealth Management
Virginia
$89.8K
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$86.3K -$16K -249 -16%
BFEC
230
Benjamin F. Edwards & Company
Missouri
$76K -$117K -1,808 -61%
PFP
231
Pinnacle Financial Partners
Tennessee
$72.5K
CFO
232
CVA Family Office
Colorado
$72.4K
TCPG
233
Trivant Custom Portfolio Group
California
$72.4K +$72.4K +1,124 New
RWM
234
Ruedi Wealth Management
Illinois
$54.4K
Allspring Global Investments
235
Allspring Global Investments
North Carolina
$53.6K +$10.1K +157 +23%
HNB
236
Huntington National Bank
Ohio
$52.2K -$7.35K -114 -12%
GRP
237
Global Retirement Partners
California
$50.2K +$10.5K +161 +26%
HI
238
Harbour Investments
Wisconsin
$45.5K
FHA
239
First Horizon Advisors
Tennessee
$43.5K +$129 +2 +0.3%
Bessemer Group
240
Bessemer Group
New Jersey
$42K +$4.56K +70 +12%
CI Investments Inc
241
CI Investments Inc
Ontario, Canada
$40K +$644 +10 +2%
AAS
242
Ameritas Advisory Services
Nebraska
$39.7K +$39.7K +617 New
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$28K -$4.2K -66 -13%
Acadian Asset Management
244
Acadian Asset Management
Massachusetts
$26K +$26K +411 New
S
245
SignatureFD
Georgia
$23.5K
CFB
246
Cullen/Frost Bankers
Texas
$18.4K +$18.4K +285 New
SWA
247
SOA Wealth Advisors
New York
$16.7K
AF
248
Allworth Financial
California
$15.9K +$15.9K +246 New
C
249
Covestor
United Kingdom
$11K +$10.1K +162 +1,157%
EWA
250
EverSource Wealth Advisors
Alabama
$10.4K -$4.64K -72 -31%