290 hedge funds and large institutions have $3.28B invested in Aaon in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 126 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-12
Holders Change %
-3.97%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
39
Increased
111
Reduced
126
Closed
49
Calls
$4.05M
Puts
$6.37M
Net Calls
-$2.32M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OA
251
Operose Advisors
Wisconsin
$31.1K +$31.1K +546 New
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$24K -$1.31K -23 -5%
S
253
SignatureFD
Georgia
$23.1K +$3.01K +53 +15%
HCM
254
Hollencrest Capital Management
California
$21.7K -$57 -1 -0.3%
OP
255
ORG Partners
Indiana
$19.4K +$19.4K +342 New
AF
256
Allworth Financial
California
$16K +$2.05K +36 +15%
Pacer Advisors
257
Pacer Advisors
Pennsylvania
$16K +$6.94K +122 +77%
SWA
258
SOA Wealth Advisors
New York
$14.7K -$57 -1 -0.4%
RCM
259
Raleigh Capital Management
North Carolina
$11.1K +$740 +13 +7%
Bessemer Group
260
Bessemer Group
New Jersey
$10K -$111 -2 -1%
PFBT
261
Parkside Financial Bank & Trust
Missouri
$9.5K +$114 +2 +1%
EWA
262
EverSource Wealth Advisors
Alabama
$9.21K
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$8.64K -$57 -1 -0.7%
GWM
264
Geneos Wealth Management
Colorado
$8.53K +$8.53K +150 New
WWM
265
Wolff Wiese Magana
California
$7.56K -$57 -1 -0.7%
AWM
266
Avior Wealth Management
Nebraska
$6.09K -$57 -1 -0.9%
VCM
267
Versant Capital Management
Arizona
$6.09K -$57 -1 -0.9%
LFA
268
LGT Financial Advisors
Texas
$5.8K +$5.8K +102 New
LC
269
Lindbrook Capital
California
$5.74K +$455 +8 +9%
HIM
270
Hillsdale Investment Management
Ontario, Canada
$5.69K +$2.28K +40 +67%
Mitsubishi UFJ Asset Management
271
Mitsubishi UFJ Asset Management
Japan
$5.57K +$5.57K +98 New
KFI
272
Key Financial Inc
Pennsylvania
$5.52K -$57 -1 -1%
SPIA
273
Steward Partners Investment Advisory
New York
$4.44K
MIM
274
Macroview Investment Management
Maryland
$4.33K -$57 -1 -1%
VWM
275
Venturi Wealth Management
Texas
$3.98K -$57 -1 -1%