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Aaon
AAON

Overview Fund Activity

329 hedge funds and large institutions have $5.11B invested in Aaon in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+28
Holders Change %
+9.3%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
54
Increased
118
Reduced
114
Closed
23
Calls
$2.52M
Puts
$1.67M
Net Calls
+$846K
Net Calls Change
+$5.36M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$120M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$41.5M
3
VNIM
Vaughan Nelson Investment Management
Texas
$46.5M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$39.6M
5
Norges Bank
Norges Bank
Norway
$68.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$160M
2
CCA
Conestoga Capital Advisors
Pennsylvania
$227M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$848K
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$361K +$15.3K +174 +4%
XT
227
XTX Topco
Cayman Islands
$357K +$357K +4,051 New
CAN
228
Cetera Advisor Networks
California
$348K -$37.4K -424 -10%
Mackenzie Financial
229
Mackenzie Financial
Ontario, Canada
$344K -$5.46K -62 -2%
PA
230
Profund Advisors
Maryland
$343K -$13.3K -151 -4%
PAS
231
Park Avenue Securities
New York
$340K +$73.8K +837 +28%
ACI
232
Alpha Cubed Investments
California
$332K +$15.2K +172 +5%
CG
233
Cynosure Group
Utah
$332K +$332K +3,763 New
TCOO
234
Trust Company of Oklahoma
Oklahoma
$323K -$15.3K -174 -5%
MLICM
235
Metropolitan Life Insurance Company (MetLife)
New York
$313K -$30.2K -343 -9%
BC
236
Bridgefront Capital
Texas
$307K +$307K +3,480 New
MIM
237
Marco Investment Management
Georgia
$307K -$102K -1,160 -25%
WAG
238
Wallace Advisory Group
California
$294K +$2.81K +38 +1%
PWPS
239
Pinnacle Wealth Planning Services
Ohio
$292K – – –
Point72 Asset Management
240
Point72 Asset Management
Connecticut
$291K +$291K +3,300 New
ACM
241
AlphaStar Capital Management
North Carolina
$284K -$96.5K -1,095 -25%
BCM
242
Bayesian Capital Management
New York
$281K +$281K +3,194 New
BRWA
243
B. Riley Wealth Advisors
Florida
$279K +$10.9K +191 +4%
ASN
244
Advisory Services Network
Georgia
$279K +$705 +8 +0.3%
HSA
245
HBK Sorce Advisory
Pennsylvania
$276K -$9.52K -108 -3%
CG
246
Caprock Group
Idaho
$275K -$441 -5 -0.2%
GCM
247
Gibraltar Capital Management
Oklahoma
$270K – – –
HIP
248
HUB Investment Partners
Texas
$267K +$18.5K +210 +7%
FW
249
FirstPurpose Wealth
Utah
$263K +$13K +148 +5%
SCM
250
Shelton Capital Management
Colorado
$262K -$14.8K -168 -5%
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