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422 hedge funds and large institutions have $6.83B invested in Aaon in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

55% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $3.24M

11% more funds holding

Funds holding: 381422 (+41)

8% more capital invested

Capital invested by funds: $6.33B → $6.83B (+$500M)

0.95% less ownership

Funds ownership: 72.3%71.35% (-0.95%)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
422
Holders Change
+41
Holders Change %
+10.76%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
140
Reduced
159
Closed
34
Calls
$5.04M
Puts
$3.24M
Net Calls
+$1.79M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
26
Stephens Investment Management Group
Texas
$71.4M +$4.77M +38,949 +7%
T. Rowe Price Investment Management
27
T. Rowe Price Investment Management
Maryland
$66.2M -$9.26M -75,569 -12%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$61.3M +$19.3M +157,800 +43%
Capital International Investors
29
Capital International Investors
California
$54.9M -$319K -2,606 -0.6%
Westfield Capital Management
30
Westfield Capital Management
Massachusetts
$43.7M +$44.4M +361,924 +3,758%
Alyeska Investment Group
31
Alyeska Investment Group
Illinois
$42.4M +$44.2M +360,714 New
Goldman Sachs
32
Goldman Sachs
New York
$42M -$7.28M -59,371 -14%
RIM
33
Ranger Investment Management
Texas
$41.8M +$6.7M +54,631 +18%
Franklin Resources
34
Franklin Resources
California
$40.7M +$1.89M +15,424 +5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$40.1M +$298K +2,427 +0.7%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$39.7M +$6.38M +52,004 +18%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$37.1M -$7.39M -60,263 -16%
Wells Fargo
38
Wells Fargo
California
$34.1M -$9.45M -77,057 -21%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$32.7M -$1.33M -10,828 -4%
Bank of America
40
Bank of America
North Carolina
$31.8M +$5.2M +42,446 +19%
Comerica Bank
41
Comerica Bank
Texas
$31.8M +$10.3M +83,714 +45%
N
42
Nuveen
North Carolina
$30.2M +$292K +2,383 +0.9%
PM
43
Pembroke Management
Quebec, Canada
$26.9M +$7.6M +62,037 +37%
Victory Capital Management
44
Victory Capital Management
Texas
$26.6M -$14.5M -118,682 -34%
UBS AM
45
UBS AM
Illinois
$25.9M +$593K +4,839 +2%
SEI Investments
46
SEI Investments
Pennsylvania
$25.7M -$2.49M -20,316 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.2M -$22.5M -183,526 -46%
EAM
48
EULAV Asset Management
Florida
$24.5M
PWAM
49
Park West Asset Management
California
$24.1M +$25.1M +205,000 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$23.4M -$13.7K -112 -0.1%

AAON Hedge Fund Activity: Q4 2024 in Review

422 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2024, worth a combined $6.83B — up 7.9% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AAON positions and 34 closed out — a net gain of 48 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was BlackRock, adding an estimated $107M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $135M.

  • 422 institutional investors held Aaon (AAON) as of Q4 2024, up from 381 in Q3 2024.
  • Funds reported $6.83B of Aaon stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 82 funds opened new Aaon positions in Q4 2024 and 34 closed out, a net change of +48 holders.
  • The largest Aaon buyer in Q4 2024 was BlackRock, an estimated $107M added.
  • The largest Aaon seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2024.