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381 hedge funds and large institutions have $6.33B invested in Aaon in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 130 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

23% more capital invested

Capital invested by funds: $5.13B → $6.33B (+$1.2B)

11% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.77M

6% more funds holding

Funds holding: 361381 (+20)

0.7% more ownership

Funds ownership: 71.6%72.3% (+0.7%)

5% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 137

Holders
381
Holders Change
+20
Holders Change %
+5.54%
% of All Funds
5.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
62
Increased
130
Reduced
137
Closed
40
Calls
$4.18M
Puts
$3.77M
Net Calls
+$409K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
251
Cottonwood Capital Advisors
Utah
$357K
PWPS
252
Pinnacle Wealth Planning Services
Ohio
$357K
GVAG
253
Great Valley Advisor Group
Delaware
$353K +$299K +3,269 New
Prudential Financial
254
Prudential Financial
New Jersey
$352K -$8.86K -97 -3%
SOW
255
State of Wyoming
Wyoming
$351K -$11K -120 -4%
SMC
256
Smith, Moore & Co
Missouri
$345K +$27.4K +300 +10%
CG
257
Caprock Group
Idaho
$344K -$639 -7 -0.2%
Cerity Partners
258
Cerity Partners
New York
$338K -$9.21M -100,827 -97%
SG Americas Securities
259
SG Americas Securities
New York
$336K -$389K -4,255 -58%
HSA
260
HBK Sorce Advisory
Pennsylvania
$329K +$91 +1 +0%
WAG
261
Wallace Advisory Group
California
$318K
ProShare Advisors
262
ProShare Advisors
Maryland
$316K -$856K -9,368 -76%
RA
263
RiverPark Advisors
New York
$307K +$179K +1,959 +221%
MIM
264
Marco Investment Management
Georgia
$306K
CWM
265
Congress Wealth Management
Massachusetts
$300K +$254K +2,778 New
JFG
266
Jefferies Financial Group
New York
$299K +$254K +2,775 New
SVWAG
267
Sound View Wealth Advisors Group
Georgia
$295K
VF
268
Vawter Financial
Ohio
$292K
SCM
269
Shelton Capital Management
Colorado
$289K +$245K +2,678 New
GCM
270
Gibraltar Capital Management
Oklahoma
$288K
OTPPB
271
Ontario Teachers' Pension Plan Board
Ontario, Canada
$287K -$479K -5,241 -66%
CA
272
Commerzbank Aktiengesellschaft
Germany
$286K +$75.3K +824 New
SL
273
Summitry LLC
California
$286K +$7.31K +80 +3%
CL
274
Choreo LLC
Illinois
$271K +$232K +2,542 New
CCM
275
Conway Capital Management
California
$270K +$228K +2,501 New

AAON Hedge Fund Activity: Q3 2024 in Review

381 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2024, worth a combined $6.33B — up 23% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new AAON positions and 40 closed out — a net gain of 22 holders — while 130 added to existing stakes and 137 trimmed.

The largest buyer was William Blair & Company, adding an estimated $55.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $66.6M.

  • 381 institutional investors held Aaon (AAON) as of Q3 2024, up from 361 in Q2 2024.
  • Funds reported $6.33B of Aaon stock for Q3 2024, up 23% quarter-over-quarter.
  • 62 funds opened new Aaon positions in Q3 2024 and 40 closed out, a net change of +22 holders.
  • The largest Aaon buyer in Q3 2024 was William Blair & Company, an estimated $55.5M added.
  • The largest Aaon seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $66.6M sold.

Based on aggregated 13F filings for Q3 2024.