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361 hedge funds and large institutions have $5.13B invested in Aaon in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 124 increasing their positions, 107 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

31% more call options, than puts

Call options by funds: $5.97M | Put options by funds: $4.54M

16% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 107

9% more funds holding

Funds holding: 331361 (+30)

0.42% more ownership

Funds ownership: 71.18%71.6% (+0.42%)

0% more capital invested

Capital invested by funds: $5.11B → $5.13B (+$17.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
361
Holders Change
+30
Holders Change %
+9.06%
% of All Funds
5.21%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
89
Increased
124
Reduced
107
Closed
56
Calls
$5.97M
Puts
$4.54M
Net Calls
+$1.42M
Net Calls Change
+$576K
Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
251
Trust Company of Oklahoma
Oklahoma
$320K
WAG
252
Wallace Advisory Group
California
$318K -$27.3K -335 -8%
BMSSC
253
B. Metzler seel. Sohn & Co
Germany
$317K +$296K +3,633 New
LA
254
Lindenwold Advisors
Pennsylvania
$315K -$67.7K -830 -19%
BTWM
255
Baker Tilly Wealth Management
Wisconsin
$313K -$825K -10,122 -74%
DWM
256
Diversify Wealth Management
Utah
$311K +$297K +3,642 New
MBTD
257
Mechanics Bank - Trust Department
California
$309K +$289K +3,547 New
NS
258
NBC Securities
Alabama
$300K +$281K +3,445 New
SOW
259
State of Wyoming
Wyoming
$295K -$306K -3,752 -53%
Prudential Financial
260
Prudential Financial
New Jersey
$293K -$5.89M -72,228 -96%
PWPS
261
Pinnacle Wealth Planning Services
Ohio
$289K
Wealth Enhancement Advisory Services
262
Wealth Enhancement Advisory Services
Minnesota
$281K +$263K +3,222 New
CG
263
Caprock Group
Idaho
$279K +$6.52K +80 +3%
CCA
264
Cottonwood Capital Advisors
Utah
$278K +$270K +3,314 New
HSA
265
HBK Sorce Advisory
Pennsylvania
$266K -$7.09K -87 -3%
DB
266
Danske Bank
Denmark
$262K +$245K +3,000 New
SMC
267
Smith, Moore & Co
Missouri
$253K +$24.5K +300 +12%
EP
268
Edgestream Partners
New Jersey
$251K +$235K +2,882 New
SWP
269
Strategic Wealth Partners
Ohio
$251K -$793K -9,722 -77%
DC
270
Diametric Capital
Massachusetts
$250K +$234K +2,867 New
SA
271
Sanctuary Advisors
Indiana
$250K +$223K +2,738 New
MIM
272
Marco Investment Management
Georgia
$248K -$52.2K -640 -18%
ASN
273
Advisory Services Network
Georgia
$247K -$28K -343 -11%
SVWAG
274
Sound View Wealth Advisors Group
Georgia
$238K +$36.7K +450 +20%
Macquarie Group
275
Macquarie Group
Australia
$237K +$222K +2,722 New

AAON Hedge Fund Activity: Q2 2024 in Review

361 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2024, worth a combined $5.13B — up 0.34% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new AAON positions and 56 closed out — a net gain of 33 holders — while 124 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $127M. The largest seller was BlackRock, cutting an estimated $327M.

  • 361 institutional investors held Aaon (AAON) as of Q2 2024, up from 331 in Q1 2024.
  • Funds reported $5.13B of Aaon stock for Q2 2024, up 0.34% quarter-over-quarter.
  • 89 funds opened new Aaon positions in Q2 2024 and 56 closed out, a net change of +33 holders.
  • The largest Aaon buyer in Q2 2024 was JP Morgan Chase, an estimated $127M added.
  • The largest Aaon seller in Q2 2024 was BlackRock, an estimated $327M sold.

Based on aggregated 13F filings for Q2 2024.