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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
Jones Financial Companies
351
Jones Financial Companies
Missouri
$8.35K +$7.13K +78 New
JIP
352
Jaffetilchin Investment Partners
Florida
$8K +$6.76K +74 New
HWM
353
Hemington Wealth Management
Virginia
$8K +$7.03K +77 New
WTA
354
Washington Trust Advisors
Massachusetts
$7.87K +$6.67K +73 New
IUHSA
355
Itau Unibanco Holding S.A.
Brazil
$7.66K
VWM
356
Venturi Wealth Management
Texas
$7.23K
ATS
357
Ashton Thomas Securities
New York
$6.79K +$5.75K +63 New
BCMLT
358
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.5K
VCM
359
Versant Capital Management
Arizona
$5.28K
CT
360
Colonial Trust
South Carolina
$5.14K
AWM
361
Avior Wealth Management
Nebraska
$5.07K -$274 -3 -6%
JWA
362
JFS Wealth Advisors
Pennsylvania
$4.75K +$183 +2 +5%
PS
363
Principal Securities
Iowa
$4.64K +$2.19K +24 +126%
MG
364
Mather Group
Illinois
$3.99K +$1K +11 +42%
LFA
365
LGT Financial Advisors
Texas
$3.77K
RI
366
Ridgewood Investments
New Jersey
$3.67K
FPF
367
First Pacific Financial
Washington
$3.67K +$639 +7 +26%
AP
368
Aspect Partners
Virginia
$3.26K
VWA
369
Valued Wealth Advisors
Utah
$3.24K
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$3.02K -$183 -2 -7%
BAM
371
Bellevue Asset Management
Washington
$3.02K +$2.56K +28 New
DPW
372
DiNuzzo Private Wealth
Pennsylvania
$2.27K +$457 +5 +31%
RS
373
Rakuten Securities
Japan
$1.83K +$1.55K +17 New
SIC
374
SJS Investment Consulting
Ohio
$1.62K -$91 -1 -6%
BIA
375
Bell Investment Advisors
California
$1.62K

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.