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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$22.2M -$27.3M -222,909 -54%
FAM
52
Fred Alger Management
New York
$21.1M -$1.59K -13 -0%
ClearBridge Investments
53
ClearBridge Investments
New York
$19.8M +$20.6M +167,831 New
Jane Street
54
Jane Street
New York
$19.3M -$6.59M -53,730 -25%
UBS Group
55
UBS Group
Switzerland
$18.8M +$17.6M +143,782 +880%
Principal Financial Group
56
Principal Financial Group
Iowa
$18.5M -$45.2K -369 -0.2%
NCGI
57
Next Century Growth Investors
Minnesota
$17.6M +$3.86M +31,455 +27%
Swedbank
58
Swedbank
Sweden
$16.6M -$4.41M -36,000 -20%
TI
59
Tidal Investments
Wisconsin
$16.5M +$15.5M +126,520 +935%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$16.1M -$7.98M -65,110 -32%
Swiss National Bank
61
Swiss National Bank
Switzerland
$15.9M +$147K +1,200 +0.9%
Legal & General Group
62
Legal & General Group
United Kingdom
$15.2M +$95K +775 +0.6%
AIA
63
Allied Investment Advisors
Montana
$14.6M -$2.97M -24,215 -16%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$14.2M +$388K +3,166 +3%
FWCM
65
Ferguson Wellman Capital Management
Oregon
$13.6M +$8.31M +67,780 +141%
Barclays
66
Barclays
United Kingdom
$13.4M +$3.62M +29,513 +35%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$13.4M -$1.37M -11,138 -9%
TC
68
TownSquare Capital
Utah
$12.4M -$2.29M -18,718 -15%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$11.3M +$11.8M +95,974 New
VOYA Investment Management
70
VOYA Investment Management
Georgia
$10.7M +$7.2M +58,727 +184%
Man Group
71
Man Group
United Kingdom
$10.4M -$1.1M -8,998 -9%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.2M -$1.13M -9,189 -10%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$9.65M +$42.4K +346 +0.4%
AllianceBernstein
74
AllianceBernstein
Tennessee
$9.55M -$182K -1,484 -2%
WCF
75
West Coast Financial
California
$9.49M +$23.3K +190 +0.2%

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.