AAON icon

Aaon
AAON

Overview Fund Activity

359 hedge funds and large institutions have $5.13B invested in Aaon in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 123 increasing their positions, 107 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+30
Holders Change %
+9.12%
% of All Funds
5.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
88
Increased
123
Reduced
107
Closed
55
Calls
$5.97M
Puts
$4.54M
Net Calls
+$1.42M
Net Calls Change
+$576K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$271M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$138M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$95M
4
William Blair & Company
4
William Blair & Company
Illinois
$44.9M
5
Jane Street
5
Jane Street
New York
$40M

Top Sellers

1
BlackRock
1
BlackRock
New York
$548M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$545M
3
State Street
3
State Street
Massachusetts
$171M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$182M
5
Morgan Stanley
5
Morgan Stanley
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
251
Wallace Advisory Group
California
$318K -$29.2K -335 -8%
BMSSC
252
B. Metzler seel. Sohn & Co
Germany
$317K +$317K +3,633 New
LA
253
Lindenwold Advisors
Pennsylvania
$315K -$72.4K -830 -19%
BTWM
254
Baker Tilly Wealth Management
Wisconsin
$313K -$883K -10,122 -74%
DWM
255
Diversify Wealth Management
Utah
$311K +$311K +3,642 New
MBTD
256
Mechanics Bank - Trust Department
California
$309K +$309K +3,547 New
NS
257
NBC Securities
Alabama
$300K +$300K +3,445 New
SOW
258
State of Wyoming
Wyoming
$295K -$327K -3,752 -53%
Prudential Financial
259
Prudential Financial
New Jersey
$293K -$6.3M -72,228 -96%
PWPS
260
Pinnacle Wealth Planning Services
Ohio
$289K – – –
Wealth Enhancement Advisory Services
261
Wealth Enhancement Advisory Services
Minnesota
$281K +$281K +3,222 New
CG
262
Caprock Group
Idaho
$279K +$6.98K +80 +3%
CCA
263
Cottonwood Capital Advisors
Utah
$278K +$278K +3,314 New
HSA
264
HBK Sorce Advisory
Pennsylvania
$266K -$7.59K -87 -3%
SMC
265
Smith, Moore & Co
Missouri
$253K +$26.2K +300 +12%
EP
266
Edgestream Partners
New Jersey
$251K +$251K +2,882 New
SWP
267
Strategic Wealth Partners
Ohio
$251K -$848K -9,722 -77%
DC
268
Diametric Capital
Massachusetts
$250K +$250K +2,867 New
SA
269
Sanctuary Advisors
Indiana
$250K +$250K +2,738 New
MIM
270
Marco Investment Management
Georgia
$248K -$55.8K -640 -18%
ASN
271
Advisory Services Network
Georgia
$247K -$29.9K -343 -11%
SVWAG
272
Sound View Wealth Advisors Group
Georgia
$238K +$39.3K +450 +20%
Macquarie Group
273
Macquarie Group
Australia
$237K +$237K +2,722 New
VF
274
Vawter Financial
Ohio
$236K – – –
ACM
275
AlphaStar Capital Management
North Carolina
$235K -$46.8K -536 -17%
9 10
11
12 13