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381 hedge funds and large institutions have $6.33B invested in Aaon in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 130 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

23% more capital invested

Capital invested by funds: $5.13B → $6.33B (+$1.2B)

11% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.77M

6% more funds holding

Funds holding: 361381 (+20)

0.7% more ownership

Funds ownership: 71.6%72.3% (+0.7%)

5% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 137

Holders
381
Holders Change
+20
Holders Change %
+5.54%
% of All Funds
5.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
62
Increased
130
Reduced
137
Closed
40
Calls
$4.18M
Puts
$3.77M
Net Calls
+$409K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
326
Painted Porch Advisors
California
$46.2K
WSFS
327
Wilmington Savings Fund Society
Delaware
$43.1K +$36.5K +400 New
FNWA
328
Financial Network Wealth Advisors
Utah
$37.2K +$639 +7 +2%
OWP
329
ORG Wealth Partners
Texas
$36.9K +$31.2K +342 New
WIM
330
Westside Investment Management
California
$35.6K +$30.1K +330 New
HNB
331
Huntington National Bank
Ohio
$35.4K -$6.03K -66 -17%
FFA
332
Farther Finance Advisors
California
$31.5K +$6.85K +75 +35%
EWA
333
EverSource Wealth Advisors
Alabama
$29.3K +$1.92K +21 +8%
BTI
334
Blue Trust Inc
Georgia
$25.8K +$18.1K +198 +202%
CA
335
Clearstead Advisors
Ohio
$23.6K -$2.83K -31 -12%
QL
336
Quarry LP
New York
$22.6K +$19.2K +210 New
TAM
337
Tucker Asset Management
Colorado
$20.9K -$1K -11 -5%
UB
338
UMB Bank
Missouri
$20.9K +$13.5K +148 +322%
NIC
339
Northwest Investment Counselors
Oregon
$17.4K +$14.7K +161 New
WWM
340
Wolff Wiese Magana
California
$16.9K +$2.19K +24 +18%
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$15.7K -$822 -9 -6%
MA
342
MCF Advisors
Kentucky
$12.7K +$7.31K +80 +211%
Fuller & Thaler Asset Management
343
Fuller & Thaler Asset Management
California
$12.4K -$9.41K -103 -47%
PTC
344
Private Trust Company
Ohio
$12.1K +$1.55K +17 +18%
LC
345
Lindbrook Capital
California
$11.3K +$1.19K +13 +14%
HCM
346
Hollencrest Capital Management
California
$10.8K +$9.13K +100 New
AAP
347
Arax Advisory Partners
Colorado
$10.6K +$822 +9 +10%
Mitsubishi UFJ Asset Management
348
Mitsubishi UFJ Asset Management
Japan
$10.6K
KFI
349
Key Financial Inc
Pennsylvania
$10.5K
Bessemer Group
350
Bessemer Group
New Jersey
$9K -$4.57K -50 -38%

AAON Hedge Fund Activity: Q3 2024 in Review

381 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2024, worth a combined $6.33B — up 23% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new AAON positions and 40 closed out — a net gain of 22 holders — while 130 added to existing stakes and 137 trimmed.

The largest buyer was William Blair & Company, adding an estimated $55.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $66.6M.

  • 381 institutional investors held Aaon (AAON) as of Q3 2024, up from 361 in Q2 2024.
  • Funds reported $6.33B of Aaon stock for Q3 2024, up 23% quarter-over-quarter.
  • 62 funds opened new Aaon positions in Q3 2024 and 40 closed out, a net change of +22 holders.
  • The largest Aaon buyer in Q3 2024 was William Blair & Company, an estimated $55.5M added.
  • The largest Aaon seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $66.6M sold.

Based on aggregated 13F filings for Q3 2024.