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Aaon
AAON

Overview Fund Activity

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

Top Buyers

1
Invesco
1
Invesco
Georgia
$57M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$51.1M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$33.5M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$42.1M
5
Norges Bank
5
Norges Bank
Norway
$38.6M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$4.32M
2
Morgan Stanley
2
Morgan Stanley
New York
$143M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$215M
4
Millennium Management
4
Millennium Management
New York
$17.7M
5
CVA
5
Ceredex Value Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
251
Parkside Financial Bank & Trust
Missouri
$10.4K +$64 +1 +0.6%
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$9.86K +$4.32K +67 +78%
AWM
253
Avior Wealth Management
Nebraska
$6.96K +$6.96K +108 New
VCM
254
Versant Capital Management
Arizona
$6.83K -$1.33K -21 -16%
RCM
255
Raleigh Capital Management
North Carolina
$6.78K +$1.23K +19 +22%
LC
256
Lindbrook Capital
California
$6K – – –
SPIA
257
Steward Partners Investment Advisory
New York
$5.03K – – –
VWM
258
Venturi Wealth Management
Texas
$4.55K +$4.55K +71 New
TWA
259
TCI Wealth Advisors
Arizona
$4.45K – – –
FFA
260
Farther Finance Advisors
California
$4.45K +$4.45K +69 New
FDCDDQ
261
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.35K +$4.35K +68 New
Pacer Advisors
262
Pacer Advisors
Pennsylvania
$3.77K +$320 +5 +9%
RA
263
Rise Advisors
New York
$3.43K – – –
JWA
264
JFS Wealth Advisors
Pennsylvania
$3.29K – – –
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
SC
266
Schubert & Co
Texas
$2.61K – – –
BIA
267
Bell Investment Advisors
California
$2.42K +$509 +8 +27%
RI
268
Ridgewood Investments
New Jersey
$2.22K +$2.22K +35 New
KFP
269
KB Financial Partners
New Jersey
$2K -$857 -15 -30%
SFG
270
Steward Financial Group
Texas
$2K +$1.11K +26 +124%
BTI
271
Blue Trust Inc
Georgia
$2K +$2K +39 New
SIC
272
SJS Investment Consulting
Ohio
$1.36K +$194 +3 +17%
ECM
273
Everence Capital Management
Indiana
$1.07K – – –
AF
274
Advisornet Financial
Minnesota
$870 – – –
DI
275
Disciplined Investments
Oklahoma
$870 +$124 +2 +17%
8 9 10
11
12