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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 %
MIM
301
Macroview Investment Management
Maryland
$6.72K – – –
VWM
302
Venturi Wealth Management
Texas
$6.17K – – –
PTC
303
Private Trust Company
Ohio
$5.37K +$1.41K +16 +36%
PD
304
Point72 (DIFC)
United Arab Emirates
$4.88K +$4.88K +55 New
BCMLT
305
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.49K +$4.49K +51 New
VCM
306
Versant Capital Management
Arizona
$4.32K – – –
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$4.23K +$4.23K +48 New
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$4.05K – – –
PS
309
Principal Securities
Iowa
$3.79K – – –
JWA
310
JFS Wealth Advisors
Pennsylvania
$3.7K – – –
CT
311
Colonial Trust
South Carolina
$3.38K – – –
CA
312
Continuum Advisory
Idaho
$3.11K +$3.11K +40 New
AP
313
Aspect Partners
Virginia
$2.65K – – –
VWA
314
Valued Wealth Advisors
Utah
$2.64K +$2.64K +30 New
UB
315
UMB Bank
Missouri
$2.64K +$2.64K +30 New
PAS
316
Point72 Asia (Singapore)
Singapore
$2.17K +$2.17K +25 New
SIC
317
SJS Investment Consulting
Ohio
$2.12K +$705 +8 +50%
RA
318
Rise Advisors
New York
$2.06K -$2.69K -30 -57%
QL
319
Quarry LP
New York
$1.85K +$1.85K +21 New
DPW
320
DiNuzzo Private Wealth
Pennsylvania
$1.76K +$617 +7 +54%
BIA
321
Bell Investment Advisors
California
$1.32K – – –
A
322
AlphaQuest
New York
$1.32K +$1.32K +15 New
ECM
323
Everence Capital Management
Indiana
$1.3K – – –
MG
324
Mather Group
Illinois
$1.26K +$1.26K +17 New
PFBT
325
Parkside Financial Bank & Trust
Missouri
$970 – – –
11 12
13
14 15