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361 hedge funds and large institutions have $5.13B invested in Aaon in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 124 increasing their positions, 107 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

31% more call options, than puts

Call options by funds: $5.97M | Put options by funds: $4.54M

16% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 107

9% more funds holding

Funds holding: 331361 (+30)

0.42% more ownership

Funds ownership: 71.18%71.6% (+0.42%)

0% more capital invested

Capital invested by funds: $5.11B → $5.13B (+$17.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
361
Holders Change
+30
Holders Change %
+9.06%
% of All Funds
5.21%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
89
Increased
124
Reduced
107
Closed
56
Calls
$5.97M
Puts
$4.54M
Net Calls
+$1.42M
Net Calls Change
+$576K
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
301
Exchange Traded Concepts
Oklahoma
$68.3K +$7.42K +91 +13%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$68K +$8.72K +107 +16%
GI
303
GAMMA Investing
California
$65K +$4.48K +55 +8%
HI
304
Harbour Investments
Wisconsin
$61.6K
S
305
SignatureFD
Georgia
$53.5K +$19.4K +238 +63%
AF
306
Allworth Financial
California
$39.9K +$11.3K +138 +43%
PA
307
Parallel Advisors
California
$39.2K +$11.8K +145 +48%
PPA
308
Painted Porch Advisors
California
$37.3K +$34.9K +428 New
CA
309
Crewe Advisors
Utah
$34.7K +$32.4K +398 New
HNB
310
Huntington National Bank
Ohio
$34.4K -$59.8K -734 -65%
FNWA
311
Financial Network Wealth Advisors
Utah
$29.4K +$27.6K +338 New
OP
312
ORG Partners
Indiana
$28.6K +$27.9K +342 New
BFEC
313
Benjamin F. Edwards & Company
Missouri
$28K
EWA
314
EverSource Wealth Advisors
Alabama
$22.2K +$1.71K +21 +9%
CA
315
Clearstead Advisors
Ohio
$21.8K +$20.4K +250 New
AAM
316
Advisors Asset Management
Colorado
$20.7K +$19.3K +237 New
SWS
317
SYSTM Wealth Solutions
Illinois
$19.1K -$609K -7,472 -97%
Fuller & Thaler Asset Management
318
Fuller & Thaler Asset Management
California
$19K -$26.5M -324,894 -100%
FFA
319
Farther Finance Advisors
California
$18.1K +$7.99K +98 +82%
TAM
320
Tucker Asset Management
Colorado
$17.9K +$16.7K +205 New
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$13.5K -$408 -5 -3%
WWM
322
Wolff Wiese Magana
California
$11.6K
Bessemer Group
323
Bessemer Group
New Jersey
$11K
BTI
324
Blue Trust Inc
Georgia
$8.63K +$7.99K +98 New
Mitsubishi UFJ Asset Management
325
Mitsubishi UFJ Asset Management
Japan
$8.55K

AAON Hedge Fund Activity: Q2 2024 in Review

361 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2024, worth a combined $5.13B — up 0.34% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new AAON positions and 56 closed out — a net gain of 33 holders — while 124 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $127M. The largest seller was BlackRock, cutting an estimated $327M.

  • 361 institutional investors held Aaon (AAON) as of Q2 2024, up from 331 in Q1 2024.
  • Funds reported $5.13B of Aaon stock for Q2 2024, up 0.34% quarter-over-quarter.
  • 89 funds opened new Aaon positions in Q2 2024 and 56 closed out, a net change of +33 holders.
  • The largest Aaon buyer in Q2 2024 was JP Morgan Chase, an estimated $127M added.
  • The largest Aaon seller in Q2 2024 was BlackRock, an estimated $327M sold.

Based on aggregated 13F filings for Q2 2024.