301 hedge funds and large institutions have $4.42B invested in Aaon in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+11
Holders Change %
+3.79%
% of All Funds
4.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
103
Reduced
105
Closed
40
Calls
$7.33M
Puts
$11.8M
Net Calls
-$4.51M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EC
251
EntryPoint Capital
New York
$94.4K +$94.4K +1,278 New
PFP
252
Pinnacle Financial Partners
Tennessee
$83.1K
CFO
253
CVA Family Office
Colorado
$83K +$83K +1,123 New
HNB
254
Huntington National Bank
Ohio
$73.5K +$1.55K +21 +2%
SPIA
255
Steward Partners Investment Advisory
New York
$57K +$51.3K +694 +890%
HI
256
Harbour Investments
Wisconsin
$52.2K
FHA
257
First Horizon Advisors
Tennessee
$51.9K +$74 +1 +0.1%
CI Investments Inc
258
CI Investments Inc
Ontario, Canada
$41K -$4.66K -63 -10%
MSWM
259
McGlone Suttner Wealth Management
Wisconsin
$39.5K +$39.5K +535 New
GI
260
GAMMA Investing
California
$35.7K +$35.7K +509 New
PCM
261
Penserra Capital Management
California
$33K +$33K +448 New
HCM
262
Hollencrest Capital Management
California
$28.2K
S
263
SignatureFD
Georgia
$27.7K -$2.36K -32 -8%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$26K -$4.58K -63 -15%
Pacer Advisors
265
Pacer Advisors
Pennsylvania
$25.3K +$4.51K +61 +22%
OP
266
ORG Partners
Indiana
$25.3K
AF
267
Allworth Financial
California
$22.9K +$2.07K +28 +10%
PA
268
Parallel Advisors
California
$22.5K +$22K +298 +4,967%
SWS
269
SYSTM Wealth Solutions
Illinois
$17.9K -$542K -7,342 -97%
RWM
270
Ruedi Wealth Management
Illinois
$17.6K -$44.8K -606 -72%
Group One Trading
271
Group One Trading
Illinois
$14.8K +$14.8K +200 New
RCM
272
Raleigh Capital Management
North Carolina
$13.4K -$1.04K -14 -7%
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$369 +5 +3%
EWA
274
EverSource Wealth Advisors
Alabama
$10.9K -$1.11K -15 -9%
Bessemer Group
275
Bessemer Group
New Jersey
$10K -$3.74K -49 -27%