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Aaon
AAON

Overview Fund Activity

418 hedge funds and large institutions have $6.82B invested in Aaon in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 139 increasing their positions, 156 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+41
Holders Change %
+10.88%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
139
Reduced
156
Closed
34
Calls
$5.04M
Puts
$3.24M
Net Calls
+$1.8M
Net Calls Change
+$1.39M

Top Buyers

1
BlackRock
BlackRock
New York
+$103M
2
First Trust Advisors
First Trust Advisors
Illinois
+$58M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$42.6M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$42.4M
5
Invesco
Invesco
Georgia
+$32.3M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$129M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$61.9M
3
Ameriprise
Ameriprise
Minnesota
-$55.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.1M
5
WA
Wasatch Advisors
Utah
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
276
Susquehanna International Group
Pennsylvania
$349K -$912K -7,754 -72%
HSA
277
HBK Sorce Advisory
Pennsylvania
$343K -$15.7K -133 -4%
Envestnet Portfolio Solutions
278
Envestnet Portfolio Solutions
Illinois
$338K +$101K +861 +43%
SRL
279
Scientech Research LLC
New Jersey
$338K +$338K +2,871 New
CL
280
Choreo LLC
Illinois
$337K +$32.4K +271 +11%
ET
281
Entropy Technologies
New York
$327K +$327K +2,776 New
MBTD
282
Mechanics Bank - Trust Department
California
$325K -$91.8K -780 -22%
VF
283
Vawter Financial
Ohio
$319K – – –
Wolverine Trading
284
Wolverine Trading
Illinois
$319K -$207K -1,731 -39%
KBC Group
285
KBC Group
Belgium
$318K +$95.4K +811 +43%
MIM
286
Marco Investment Management
Georgia
$307K -$27.1K -230 -8%
CCM
287
Conway Capital Management
California
$306K +$11.9K +101 +4%
Cerity Partners
288
Cerity Partners
New York
$304K -$53.9K -472 -15%
BCI
289
Brinker Capital Investments
Pennsylvania
$303K +$70.8K +602 +30%
OPS
290
Orion Portfolio Solutions
Nebraska
$303K +$70.8K +602 +30%
SCM
291
Shelton Capital Management
Colorado
$299K -$16.6K -141 -5%
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$289K +$13.9K +118 +5%
CAM
293
Congress Asset Management
Massachusetts
$289K +$289K +2,453 New
CWM
294
Congress Wealth Management
Massachusetts
$289K -$38.2K -325 -12%
JSW
295
Journey Strategic Wealth
New Jersey
$289K +$118 +1 +0%
AC
296
AlphaCore Capital
California
$287K – – –
AWM
297
Avior Wealth Management
Nebraska
$284K +$279K +2,369 +5,040%
OTL
298
Oak Thistle LLC
New York
$284K +$284K +2,410 New
HPC
299
HM Payson & Co
Maine
$282K -$271K -2,300 -49%
PCIA
300
Prime Capital Investment Advisors
Kansas
$282K +$588 +5 +0.2%
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