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Aaon
AAON

Overview Fund Activity

301 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, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+11
Holders Change %
+3.79%
% of All Funds
4.41%
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
105
Closed
40
Calls
$7.33M
Puts
$11.8M
Net Calls
-$4.51M
Net Calls Change
-$2.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$281M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$60.8M
3
Norges Bank
Norges Bank
Norway
$43.8M
4
VNIM
Vaughan Nelson Investment Management
Texas
$22.8M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$18.9M

Top Sellers

1
BlackRock
BlackRock
New York
$763M
2
Millennium Management
Millennium Management
New York
$9.33M
3
Vanguard Group
Vanguard Group
Pennsylvania
$533M
4
DCM
Driehaus Capital Management
Illinois
$13.3M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
226
Pinnacle Wealth Planning Services
Ohio
$244K +$244K +3,309 New
PWS
227
Peterson Wealth Services
Utah
$242K +$242K +3,278 New
AWM
228
AE Wealth Management
Kansas
$241K +$241K +3,451 New
HSA
229
HBK Sorce Advisory
Pennsylvania
$240K +$240K +3,243 New
DI
230
DFPG Investments
Utah
$238K +$238K +3,255 New
Allianz Asset Management
231
Allianz Asset Management
Germany
$236K +$236K +3,200 New
ASN
232
Advisory Services Network
Georgia
$234K +$234K +3,163 New
SCM
233
Shelton Capital Management
Colorado
$232K +$232K +3,140 New
CG
234
Caprock Group
Idaho
$231K +$231K +3,124 New
GCM
235
Gibraltar Capital Management
Oklahoma
$226K +$226K +3,061 New
WAG
236
Wallace Advisory Group
California
$224K +$62.7K +1,102 +39%
PAS
237
Park Avenue Securities
New York
$223K +$223K +3,020 New
FW
238
FirstPurpose Wealth
Utah
$210K +$210K +2,840 New
C
239
Covestor
United Kingdom
$209K +$51.9K +703 +33%
HIP
240
HUB Investment Partners
Texas
$208K +$208K +2,819 New
BIM
241
Bridgecreek Investment Management
Oklahoma
$206K +$206K +2,782 New
SFA
242
Sequoia Financial Advisors
Ohio
$200K +$200K +2,710 New
VF
243
Vawter Financial
Ohio
$200K +$200K +2,710 New
BFEC
244
Benjamin F. Edwards & Company
Missouri
$135K – – –
TWM
245
Tradition Wealth Management
Minnesota
$133K +$369 +5 +0.3%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$129K +$2.22K +30 +2%
SAM
247
Smartleaf Asset Management
Massachusetts
$121K +$121K +1,619 New
KBC Group
248
KBC Group
Belgium
$120K – – –
AIM
249
Acropolis Investment Management
Missouri
$112K +$112K +1,521 New
First Manhattan
250
First Manhattan
New York
$112K -$56.1K -759 -33%
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