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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
KFI
326
Key Financial Inc
Pennsylvania
$8.46K
PTC
327
Private Trust Company
Ohio
$8.29K +$2.77K +34 +56%
LC
328
Lindbrook Capital
California
$8.03K
AAP
329
Arax Advisory Partners
Colorado
$7.76K +$7.26K +89 New
ATPW
330
Ashton Thomas Private Wealth
Arizona
$7.72K +$7.26K +89 New
IUHSA
331
Itau Unibanco Holding S.A.
Brazil
$6.19K +$5.79K +71 New
VWM
332
Venturi Wealth Management
Texas
$5.85K -$245 -3 -4%
BCMLT
333
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.45K
AWM
334
Avior Wealth Management
Nebraska
$4.36K -$21.6K -265 -84%
VCM
335
Versant Capital Management
Arizona
$4.28K
CT
336
Colonial Trust
South Carolina
$4.16K +$734 +9 +23%
TWP
337
Triad Wealth Partners
Kansas
$4.1K +$3.83K +47 New
UB
338
UMB Bank
Missouri
$4.01K +$1.3K +16 +53%
JWA
339
JFS Wealth Advisors
Pennsylvania
$3.67K
MA
340
MCF Advisors
Kentucky
$3.32K +$3.1K +38 New
IC
341
Innealta Capital
Texas
$3.14K +$2.94K +36 New
LFA
342
LGT Financial Advisors
Texas
$3.05K +$2.85K +35 New
RI
343
Ridgewood Investments
New Jersey
$2.97K +$2.77K +34 New
AP
344
Aspect Partners
Virginia
$2.63K
VWA
345
Valued Wealth Advisors
Utah
$2.62K
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$2.62K -$1.3K -16 -35%
FPF
347
First Pacific Financial
Washington
$2.36K +$2.2K +27 New
MG
348
Mather Group
Illinois
$2.29K +$734 +9 +53%
PS
349
Principal Securities
Iowa
$1.66K -$1.96K -24 -56%
SIC
350
SJS Investment Consulting
Ohio
$1.4K -$652 -8 -33%

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.