We are live on ! Find out more

381 hedge funds and large institutions have $6.33B invested in Aaon in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 130 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

23% more capital invested

Capital invested by funds: $5.13B → $6.33B (+$1.2B)

11% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.77M

6% more funds holding

Funds holding: 361381 (+20)

0.7% more ownership

Funds ownership: 71.6%72.3% (+0.7%)

5% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 137

Holders
381
Holders Change
+20
Holders Change %
+5.54%
% of All Funds
5.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
62
Increased
130
Reduced
137
Closed
40
Calls
$4.18M
Puts
$3.77M
Net Calls
+$409K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
226
Crossmark Global Holdings
Texas
$504K +$33.7K +369 +9%
AG
227
Algert Global
California
$472K -$1.46M -16,010 -79%
Wolverine Trading
228
Wolverine Trading
Illinois
$471K +$401K +4,394 New
ECM
229
Evergreen Capital Management
Washington
$457K +$5.66K +62 +1%
BCM
230
Bayesian Capital Management
New York
$454K +$384K +4,208 New
QCG
231
Quadrant Capital Group
Ohio
$442K -$9.32K -102 -2%
ACI
232
Alpha Cubed Investments
California
$434K +$31.5K +345 +9%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$425K -$164K -1,799 -32%
MSRPS
234
Maryland State Retirement & Pension System
Maryland
$421K -$130K -1,419 -27%
AA
235
ALPS Advisors
Colorado
$403K -$6.23M -68,186 -95%
URS
236
Utah Retirement Systems
Utah
$399K
PAS
237
Park Avenue Securities
New York
$397K -$16K -175 -5%
LA
238
Lindenwold Advisors
Pennsylvania
$391K +$1.83K +20 +0.6%
Verition Fund Management
239
Verition Fund Management
Connecticut
$391K -$425K -4,656 -56%
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$391K +$117K +1,285 +55%
CCAL
241
City Center Advisors LLC
Michigan
$389K -$59.5K -651 -15%
NS
242
NBC Securities
Alabama
$388K +$14.3K +156 +5%
TCOO
243
Trust Company of Oklahoma
Oklahoma
$383K -$10.6K -116 -3%
MBTD
244
Mechanics Bank - Trust Department
California
$382K -$274 -3 -0.1%
P
245
&Partners
Tennessee
$382K +$323K +3,540 New
DWM
246
Diversify Wealth Management
Utah
$373K -$13.8K -151 -4%
BFM
247
Boothbay Fund Management
New York
$366K +$310K +3,397 New
CRI
248
Colonial River Investments
Virginia
$363K +$307K +3,364 New
AWM
249
Axxcess Wealth Management
California
$361K +$306K +3,352 New
BWP
250
Baldwin Wealth Partners
Massachusetts
$361K +$305K +3,343 New

AAON Hedge Fund Activity: Q3 2024 in Review

381 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2024, worth a combined $6.33B — up 23% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new AAON positions and 40 closed out — a net gain of 22 holders — while 130 added to existing stakes and 137 trimmed.

The largest buyer was William Blair & Company, adding an estimated $55.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $66.6M.

  • 381 institutional investors held Aaon (AAON) as of Q3 2024, up from 361 in Q2 2024.
  • Funds reported $6.33B of Aaon stock for Q3 2024, up 23% quarter-over-quarter.
  • 62 funds opened new Aaon positions in Q3 2024 and 40 closed out, a net change of +22 holders.
  • The largest Aaon buyer in Q3 2024 was William Blair & Company, an estimated $55.5M added.
  • The largest Aaon seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $66.6M sold.

Based on aggregated 13F filings for Q3 2024.