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Aaon
AAON

Overview Fund Activity

329 hedge funds and large institutions have $5.11B invested in Aaon in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+28
Holders Change %
+9.3%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
54
Increased
118
Reduced
114
Closed
23
Calls
$2.52M
Puts
$1.67M
Net Calls
+$846K
Net Calls Change
+$5.36M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$120M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$41.5M
3
VNIM
Vaughan Nelson Investment Management
Texas
$46.5M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$39.6M
5
Norges Bank
Norges Bank
Norway
$68.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$160M
2
CCA
Conestoga Capital Advisors
Pennsylvania
$227M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$848K
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
251
Hardy Reed
Mississippi
$245K -$77.5K -880 -24%
PS
252
Portfolio Strategies
New York
$245K +$245K +2,777 New
PCIA
253
Prime Capital Investment Advisors
Kansas
$244K +$244K +2,764 New
SFA
254
Sequoia Financial Advisors
Ohio
$241K +$1.85K +21 +0.8%
VF
255
Vawter Financial
Ohio
$239K – – –
SMC
256
Smith, Moore & Co
Missouri
$229K +$229K +2,600 New
IP
257
Intellectus Partners
California
$222K -$81.9K -930 -27%
JSW
258
Journey Strategic Wealth
New Jersey
$216K +$216K +2,449 New
SPA
259
Sherbrooke Park Advisers
New York
$213K +$213K +2,415 New
DAS
260
Diversify Advisory Services
Utah
$213K +$213K +2,418 New
C
261
Covestor
United Kingdom
$212K -$36.8K -419 -15%
SG Americas Securities
262
SG Americas Securities
New York
$212K +$212K +2,408 New
GVAG
263
Great Valley Advisor Group
Delaware
$212K +$212K +2,402 New
KWM
264
Keebeck Wealth Management
Illinois
$208K +$208K +2,357 New
SVWAG
265
Sound View Wealth Advisors Group
Georgia
$201K +$201K +2,283 New
EC
266
EntryPoint Capital
New York
$197K +$84.3K +957 +75%
KBC Group
267
KBC Group
Belgium
$144K +$1.76K +20 +1%
SAM
268
Smartleaf Asset Management
Massachusetts
$141K +$520 +6 +0.4%
AIM
269
Acropolis Investment Management
Missouri
$134K – – –
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$125K -$28.5K -323 -19%
Pacer Advisors
271
Pacer Advisors
Pennsylvania
$117K +$86.8K +985 +288%
HNB
272
Huntington National Bank
Ohio
$99.4K +$11.7K +133 +13%
AIC
273
Archer Investment Corporation
Indiana
$99.1K +$99.1K +1,125 New
PFP
274
Pinnacle Financial Partners
Tennessee
$99.1K – – –
CFO
275
CVA Family Office
Colorado
$98.9K – – –
9 10
11
12 13