We are live on ! Find out more
AAON icon

Aaon
AAON

302 hedge funds and large institutions have $4.42B invested in Aaon in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 106 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

35% more capital invested

Capital invested by funds: $3.28B → $4.42B (+$1.14B)

4% more funds holding

Funds holding: 291 → 302 (+11)

3% more ownership

Funds ownership: 70.69% → 73.69% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 106

38% less call options, than puts

Call options by funds: $7.33M | Put options by funds: $11.8M

Holders
302
Holders Change
+11
Holders Change %
+3.78%
% of All Funds
4.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
103
Reduced
106
Closed
40
Calls
$7.33M
Puts
$11.8M
Net Calls
-$4.51M
Net Calls Change
-$2.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$108M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$50.7M
3
Norges Bank
Norges Bank
Norway
+$20.5M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$19M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$71.6M
2
Millennium Management
Millennium Management
New York
-$21.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$16.8M
4
DCM
Driehaus Capital Management
Illinois
-$14.9M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
226
Intellectus Partners
California
$255K +$213K +3,453 New
PWPS
227
Pinnacle Wealth Planning Services
Ohio
$244K +$204K +3,309 New
PWS
228
Peterson Wealth Services
Utah
$242K +$202K +3,278 New
AWM
229
AE Wealth Management
Kansas
$241K +$213K +3,451 New
HSA
230
HBK Sorce Advisory
Pennsylvania
$240K +$200K +3,243 New
DI
231
DFPG Investments
Utah
$238K +$201K +3,255 New
Allianz Asset Management
232
Allianz Asset Management
Germany
$236K +$197K +3,200 New
ASN
233
Advisory Services Network
Georgia
$234K +$195K +3,163 New
SCM
234
Shelton Capital Management
Colorado
$232K +$194K +3,140 New
CG
235
Caprock Group
Idaho
$231K +$193K +3,124 New
GCM
236
Gibraltar Capital Management
Oklahoma
$226K +$189K +3,061 New
WAG
237
Wallace Advisory Group
California
$224K +$68K +1,102 +39%
PAS
238
Park Avenue Securities
New York
$223K +$186K +3,020 New
FW
239
FirstPurpose Wealth
Utah
$210K +$175K +2,840 New
C
240
Covestor
United Kingdom
$209K +$43.4K +703 +33%
HIP
241
HUB Investment Partners
Texas
$208K +$174K +2,819 New
BIM
242
Bridgecreek Investment Management
Oklahoma
$206K +$172K +2,782 New
SFA
243
Sequoia Financial Advisors
Ohio
$200K +$167K +2,710 New
VF
244
Vawter Financial
Ohio
$200K +$167K +2,710 New
BFEC
245
Benjamin F. Edwards & Company
Missouri
$135K – – –
TWM
246
Tradition Wealth Management
Minnesota
$133K +$308 +5 +0.3%
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$129K +$1.85K +30 +2%
SAM
248
Smartleaf Asset Management
Massachusetts
$121K +$99.9K +1,619 New
KBC Group
249
KBC Group
Belgium
$120K – – –
AIM
250
Acropolis Investment Management
Missouri
$112K +$93.8K +1,521 New
8 9
10
11 12

AAON Hedge Fund Activity: Q4 2023 in Review

302 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2023, worth a combined $4.42B — up 35% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AAON positions and 40 closed out — a net gain of 14 holders — while 103 added to existing stakes and 106 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $108M. The largest seller was BlackRock, cutting an estimated $71.6M.

  • 302 institutional investors held Aaon (AAON) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $4.42B of Aaon stock for Q4 2023, up 35% quarter-over-quarter.
  • 54 funds opened new Aaon positions in Q4 2023 and 40 closed out, a net change of +14 holders.
  • The largest Aaon buyer in Q4 2023 was Morgan Stanley, an estimated $108M added.
  • The largest Aaon seller in Q4 2023 was BlackRock, an estimated $71.6M sold.

Based on aggregated 13F filings for Q4 2023.