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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 %
FHA
276
First Horizon Advisors
Tennessee
$65.5K +$3.61K +41 +6%
HI
277
Harbour Investments
Wisconsin
$62.2K – – –
ETC
278
Exchange Traded Concepts
Oklahoma
$61K +$61K +692 New
GI
279
GAMMA Investing
California
$60.8K +$15.9K +181 +36%
CI Investments Inc
280
CI Investments Inc
Ontario, Canada
$59K +$10.4K +118 +21%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$59K +$27.5K +312 +87%
TRCT
282
Tower Research Capital (TRC)
New York
$38.1K -$1.92M -21,835 -98%
S
283
SignatureFD
Georgia
$33K – – –
AF
284
Allworth Financial
California
$28.3K +$969 +11 +4%
BFEC
285
Benjamin F. Edwards & Company
Missouri
$28K -$130K -1,500 -82%
AWM
286
Avior Wealth Management
Nebraska
$27.8K +$19.6K +222 +239%
PA
287
Parallel Advisors
California
$26.8K – – –
HCM
288
Hollencrest Capital Management
California
$22.5K -$11.2K -127 -33%
EWA
289
EverSource Wealth Advisors
Alabama
$21.6K +$7.81K +83 +56%
TSMHT
290
Thurston Springer Miller Herd & Titak
Indiana
$18.8K +$18.8K +213 New
CFM
291
Catalyst Funds Management
Australia
$17.6K +$17.6K +200 New
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$14.1K +$264 +3 +2%
WWM
293
Wolff Wiese Magana
California
$11.7K – – –
Bessemer Group
294
Bessemer Group
New Jersey
$11K – – –
FFA
295
Farther Finance Advisors
California
$10.5K – – –
Mitsubishi UFJ Asset Management
296
Mitsubishi UFJ Asset Management
Japan
$8.63K – – –
KFI
297
Key Financial Inc
Pennsylvania
$8.55K – – –
LC
298
Lindbrook Capital
California
$8.11K – – –
HIM
299
Hillsdale Investment Management
Ontario, Canada
$7.05K -$881 -10 -11%
SPIA
300
Steward Partners Investment Advisory
New York
$6.87K -$61.1K -694 -90%
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