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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
SAM
276
Smartleaf Asset Management
Massachusetts
$265K +$22.8K +250 +11%
JSW
277
Journey Strategic Wealth
New Jersey
$264K +$183 +2 +0.1%
AC
278
AlphaCore Capital
California
$263K +$223K +2,437 New
BTWM
279
Baker Tilly Wealth Management
Wisconsin
$260K -$107K -1,174 -33%
PCIA
280
Prime Capital Investment Advisors
Kansas
$258K +$1.46K +16 +0.7%
KWM
281
Keebeck Wealth Management
Illinois
$254K
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$252K +$213K +2,336 New
ACM
283
AlphaStar Capital Management
North Carolina
$252K -$32.2K -353 -13%
PAG
284
Private Advisor Group
New Jersey
$251K +$213K +2,331 New
BC
285
Bridgefront Capital
Texas
$249K +$211K +2,305 New
ASN
286
Advisory Services Network
Georgia
$247K
HR
287
Hardy Reed
Mississippi
$243K +$206K +2,257 New
Simplex Trading
288
Simplex Trading
Illinois
$243K -$431K -4,719 -68%
C
289
Covestor
United Kingdom
$241K -$6.94K -76 -3%
ET
290
Equitable Trust
Tennessee
$238K +$201K +2,204 New
AA
291
Axiom Advisory
California
$237K +$1.28K +14 +0.5%
FTWA
292
Fifth Third Wealth Advisors
Ohio
$234K +$1.64K +18 +0.8%
SFA
293
Sequoia Financial Advisors
Ohio
$233K +$197K +2,160 New
EIP
294
Ellis Investment Partners
Pennsylvania
$230K +$195K +2,134 New
TSS
295
Two Sigma Securities
New York
$229K -$200K -2,185 -51%
BWG
296
Berry Wealth Group
Texas
$225K +$190K +2,085 New
IP
297
Intellectus Partners
California
$221K +$188K +2,053 New
Envestnet Portfolio Solutions
298
Envestnet Portfolio Solutions
Illinois
$217K +$184K +2,015 New
BCI
299
Brinker Capital Investments
Pennsylvania
$213K +$180K +1,974 New
OPS
300
Orion Portfolio Solutions
Nebraska
$213K +$180K +1,974 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.