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Aaon
AAON

Overview Fund Activity

377 hedge funds and large institutions have $6.24B invested in Aaon in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 128 increasing their positions, 135 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+18
Holders Change %
+5.01%
% of All Funds
5.45%
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
128
Reduced
135
Closed
42
Calls
$4.18M
Puts
$3.77M
Net Calls
+$409K
Net Calls Change
-$1.01M

Top Buyers

1
William Blair & Company
1
William Blair & Company
Illinois
$121M
2
WA
2
Wasatch Advisors
Utah
$201M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$62.1M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$39.2M
5
DCM
5
Driehaus Capital Management
Illinois
$70.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$68.8M
2
Millennium Management
2
Millennium Management
New York
$23.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$44.9M
4
Northern Trust
4
Northern Trust
Illinois
$53M
5
Ameriprise
5
Ameriprise
Minnesota
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
276
Prime Capital Investment Advisors
Kansas
$258K +$1.73K +16 +0.7%
KWM
277
Keebeck Wealth Management
Illinois
$254K – – –
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
$252K +$252K +2,336 New
ACM
279
AlphaStar Capital Management
North Carolina
$252K -$38.1K -353 -13%
PAG
280
Private Advisor Group
New Jersey
$251K +$251K +2,331 New
BC
281
Bridgefront Capital
Texas
$249K +$249K +2,305 New
ASN
282
Advisory Services Network
Georgia
$247K – – –
HR
283
Hardy Reed
Mississippi
$243K +$243K +2,257 New
Simplex Trading
284
Simplex Trading
Illinois
$243K -$509K -4,719 -68%
C
285
Covestor
United Kingdom
$241K -$8.2K -76 -3%
ET
286
Equitable Trust
Tennessee
$238K +$238K +2,204 New
AA
287
Axiom Advisory
California
$237K +$1.29K +14 +0.5%
FTWA
288
Fifth Third Wealth Advisors
Ohio
$234K +$1.94K +18 +0.8%
SFA
289
Sequoia Financial Advisors
Ohio
$233K +$233K +2,160 New
EIP
290
Ellis Investment Partners
Pennsylvania
$230K +$230K +2,134 New
TSS
291
Two Sigma Securities
New York
$229K -$236K -2,185 -51%
BWG
292
Berry Wealth Group
Texas
$225K +$225K +2,085 New
IP
293
Intellectus Partners
California
$221K +$221K +2,053 New
Envestnet Portfolio Solutions
294
Envestnet Portfolio Solutions
Illinois
$217K +$217K +2,015 New
OPS
295
Orion Portfolio Solutions
Nebraska
$213K +$213K +1,974 New
BCI
296
Brinker Capital Investments
Pennsylvania
$213K +$213K +1,974 New
PA
297
Profund Advisors
Maryland
$209K +$209K +1,940 New
MCC
298
Malaga Cove Capital
California
$207K +$207K +1,920 New
HIP
299
HUB Investment Partners
Texas
$207K -$45K -417 -18%
HSBC Holdings
300
HSBC Holdings
United Kingdom
$205K +$205K +1,902 New
10 11
12
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