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Aaon
AAON

Overview Fund Activity

302 hedge funds and large institutions have $3.7B invested in Aaon in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 104 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
4.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
104
Reduced
101
Closed
27
Calls
$2.23M
Puts
$2.84M
Net Calls
-$616K
Net Calls Change
-$2.07M

Top Buyers

1
BlackRock
BlackRock
New York
$700M
2
Invesco
Invesco
Georgia
$94.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$84.2M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$51.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$452M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$10.8M
2
WA
Wasatch Advisors
Utah
$61.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$285M
4
Marshall Wace
Marshall Wace
United Kingdom
$7.57M
5
Ameriprise
Ameriprise
Minnesota
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
251
Benjamin F. Edwards & Company
Missouri
$74K – – –
TRCT
252
Tower Research Capital (TRC)
New York
$73.9K -$38.9K -616 -35%
PFP
253
Pinnacle Financial Partners
Tennessee
$71.1K – – –
CFO
254
CVA Family Office
Colorado
$71K – – –
TCPG
255
Trivant Custom Portfolio Group
California
$67.8K -$3.22K -51 -5%
WTG
256
West Tower Group
Virginia
$65.7K +$65.7K +1,040 New
Simplex Trading
257
Simplex Trading
Illinois
$63K -$171K -2,718 -73%
HNB
258
Huntington National Bank
Ohio
$61.7K +$10.6K +167 +21%
KI
259
Kapitalo Investimentos
Brazil
$60.2K +$60.2K +1,428 New
RWM
260
Ruedi Wealth Management
Illinois
$53.4K – – –
GRP
261
Global Retirement Partners
California
$48.1K -$758 -12 -2%
HI
262
Harbour Investments
Wisconsin
$44.7K – – –
FHA
263
First Horizon Advisors
Tennessee
$43.4K +$759 +12 +2%
CI Investments Inc
264
CI Investments Inc
Ontario, Canada
$39K -$445 -7 -1%
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$28K +$252 +4 +0.9%
IA
266
IFP Advisors
Florida
$26K +$26K +411 New
HCM
267
Hollencrest Capital Management
California
$24.2K +$24.2K +383 New
S
268
SignatureFD
Georgia
$22.4K -$695 -11 -3%
SWA
269
SOA Wealth Advisors
New York
$16.4K – – –
AF
270
Allworth Financial
California
$15.5K – – –
RCM
271
Raleigh Capital Management
North Carolina
$11.4K +$4.84K +77 +73%
Bessemer Group
272
Bessemer Group
New Jersey
$11K -$28K -463 -72%
PFBT
273
Parkside Financial Bank & Trust
Missouri
$10.4K +$190 +3 +2%
EWA
274
EverSource Wealth Advisors
Alabama
$10.2K – – –
Pacer Advisors
275
Pacer Advisors
Pennsylvania
$10.1K +$6.32K +100 +169%
9 10
11
12 13