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Aaon
AAON

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$281M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$60.8M
3
Norges Bank
Norges Bank
Norway
$43.8M
4
VNIM
Vaughan Nelson Investment Management
Texas
$22.8M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$18.9M

Top Sellers

1
BlackRock
BlackRock
New York
$763M
2
Millennium Management
Millennium Management
New York
$9.33M
3
Vanguard Group
Vanguard Group
Pennsylvania
$533M
4
DCM
Driehaus Capital Management
Illinois
$13.3M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
276
Wolff Wiese Magana
California
$9.83K – – –
FFA
277
Farther Finance Advisors
California
$8.79K +$3.69K +50 +72%
Mitsubishi UFJ Asset Management
278
Mitsubishi UFJ Asset Management
Japan
$7.17K – – –
KFI
279
Key Financial Inc
Pennsylvania
$7.17K – – –
AWM
280
Avior Wealth Management
Nebraska
$6.87K -$1.03K -14 -13%
LC
281
Lindbrook Capital
California
$6.8K -$665 -9 -9%
HIM
282
Hillsdale Investment Management
Ontario, Canada
$6.65K -$739 -10 -10%
MIM
283
Macroview Investment Management
Maryland
$5.63K – – –
VWM
284
Venturi Wealth Management
Texas
$5.17K – – –
RA
285
Rise Advisors
New York
$3.95K – – –
WPA
286
West Paces Advisors
Georgia
$3.84K +$3.84K +52 New
VCM
287
Versant Capital Management
Arizona
$3.62K -$4.29K -58 -54%
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$3.4K – – –
PTC
289
Private Trust Company
Ohio
$3.32K +$3.32K +45 New
PS
290
Principal Securities
Iowa
$3.18K +$3.18K +43 New
JWA
291
JFS Wealth Advisors
Pennsylvania
$3.1K -$148 -2 -5%
CT
292
Colonial Trust
South Carolina
$2.9K +$742 +10 +34%
GI
293
Gradient Investments
Minnesota
$2.88K – – –
AP
294
Aspect Partners
Virginia
$2.23K +$2.23K +30 New
SIC
295
SJS Investment Consulting
Ohio
$1.18K -$222 -3 -16%
BIA
296
Bell Investment Advisors
California
$1.11K -$222 -3 -17%
DPW
297
DiNuzzo Private Wealth
Pennsylvania
$961 +$961 +13 New
AF
298
Advisornet Financial
Minnesota
$960 +$148 +2 +18%
PFBT
299
Parkside Financial Bank & Trust
Missouri
$813 -$11.5K -156 -93%
TWP
300
TFO Wealth Partners
Ohio
$222 +$222 +3 New
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12
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