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Aaon
AAON

302 hedge funds and large institutions have $4.42B invested in Aaon in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 106 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

35% more capital invested

Capital invested by funds: $3.28B → $4.42B (+$1.14B)

4% more funds holding

Funds holding: 291 → 302 (+11)

3% more ownership

Funds ownership: 70.69% → 73.69% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 106

38% less call options, than puts

Call options by funds: $7.33M | Put options by funds: $11.8M

Holders
302
Holders Change
+11
Holders Change %
+3.78%
% of All Funds
4.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
103
Reduced
106
Closed
40
Calls
$7.33M
Puts
$11.8M
Net Calls
-$4.51M
Net Calls Change
-$2.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$108M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$50.7M
3
Norges Bank
Norges Bank
Norway
+$20.5M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$19M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$15.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$71.6M
2
Millennium Management
Millennium Management
New York
-$21.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$16.8M
4
DCM
Driehaus Capital Management
Illinois
-$14.9M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
XT
326
XTX Topco
Cayman Islands
– -$249K -4,381 Closed
GCM
327
Graham Capital Management
Connecticut
– -$246K -4,322 Closed
JFG
328
Jefferies Financial Group
New York
– -$221K -3,886 Closed
OSAM
329
O'Shaughnessy Asset Management
Connecticut
– -$214K -3,759 Closed
QCM
330
QRG Capital Management
Illinois
– -$203K -3,578 Closed
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
– -$203K -3,575 Closed
Acadian Asset Management
332
Acadian Asset Management
Massachusetts
– -$176K -3,110 Closed
Simplex Trading
333
Simplex Trading
Illinois
– -$74.4K -1,206 Closed
ETC
334
Exchange Traded Concepts
Oklahoma
– -$65.1K -1,144 Closed
OA
335
Operose Advisors
Wisconsin
– -$31.1K -546 Closed
SWA
336
SOA Wealth Advisors
New York
– -$14.7K -259 Closed
GWM
337
Geneos Wealth Management
Colorado
– -$8.53K -150 Closed
LFA
338
LGT Financial Advisors
Texas
– -$5.8K -102 Closed
AWM
339
Abound Wealth Management
Tennessee
– -$228 -4 Closed
AssetMark Inc
340
AssetMark Inc
California
– -$171 -3 Closed
BTI
341
Blue Trust Inc
Georgia
– +$247 +4 New
10 11 12 13
14

AAON Hedge Fund Activity: Q4 2023 in Review

302 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2023, worth a combined $4.42B — up 35% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AAON positions and 40 closed out — a net gain of 14 holders — while 103 added to existing stakes and 106 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $108M. The largest seller was BlackRock, cutting an estimated $71.6M.

  • 302 institutional investors held Aaon (AAON) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $4.42B of Aaon stock for Q4 2023, up 35% quarter-over-quarter.
  • 54 funds opened new Aaon positions in Q4 2023 and 40 closed out, a net change of +14 holders.
  • The largest Aaon buyer in Q4 2023 was Morgan Stanley, an estimated $108M added.
  • The largest Aaon seller in Q4 2023 was BlackRock, an estimated $71.6M sold.

Based on aggregated 13F filings for Q4 2023.