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Aaon
AAON

Overview Fund Activity

359 hedge funds and large institutions have $5.13B invested in Aaon in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 123 increasing their positions, 107 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+30
Holders Change %
+9.12%
% of All Funds
5.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
88
Increased
123
Reduced
107
Closed
55
Calls
$5.97M
Puts
$4.54M
Net Calls
+$1.42M
Net Calls Change
+$576K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$271M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$138M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$95M
4
William Blair & Company
4
William Blair & Company
Illinois
$44.9M
5
Jane Street
5
Jane Street
New York
$40M

Top Sellers

1
BlackRock
1
BlackRock
New York
$548M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$545M
3
State Street
3
State Street
Massachusetts
$171M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$182M
5
Morgan Stanley
5
Morgan Stanley
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
326
Lindbrook Capital
California
$8.03K – – –
AAP
327
Arax Advisory Partners
Colorado
$7.77K +$7.77K +89 New
ATPW
328
Ashton Thomas Private Wealth
Arizona
$7.72K +$7.72K +89 New
IUHSA
329
Itau Unibanco Holding S.A.
Brazil
$6.19K +$6.19K +71 New
VWM
330
Venturi Wealth Management
Texas
$5.85K -$262 -3 -4%
BCMLT
331
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.45K – – –
AWM
332
Avior Wealth Management
Nebraska
$4.36K -$23.1K -265 -84%
VCM
333
Versant Capital Management
Arizona
$4.28K – – –
CT
334
Colonial Trust
South Carolina
$4.16K +$780 +9 +23%
TWP
335
Triad Wealth Partners
Kansas
$4.1K +$4.1K +47 New
UB
336
UMB Bank
Missouri
$4.01K +$1.4K +16 +53%
JWA
337
JFS Wealth Advisors
Pennsylvania
$3.67K – – –
MA
338
MCF Advisors
Kentucky
$3.32K +$3.32K +38 New
IC
339
Innealta Capital
Texas
$3.14K +$3.14K +36 New
LFA
340
LGT Financial Advisors
Texas
$3.05K +$3.05K +35 New
RI
341
Ridgewood Investments
New Jersey
$2.97K +$2.97K +34 New
AP
342
Aspect Partners
Virginia
$2.63K – – –
VWA
343
Valued Wealth Advisors
Utah
$2.62K – – –
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$2.62K -$1.4K -16 -35%
FPF
345
First Pacific Financial
Washington
$2.36K +$2.36K +27 New
MG
346
Mather Group
Illinois
$2.29K +$793 +9 +53%
PS
347
Principal Securities
Iowa
$1.66K -$2.09K -24 -56%
SIC
348
SJS Investment Consulting
Ohio
$1.4K -$698 -8 -33%
DPW
349
DiNuzzo Private Wealth
Pennsylvania
$1.4K -$349 -4 -20%
ECM
350
Everence Capital Management
Indiana
$1.39K – – –
12 13
14
15 16