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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
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$2.47M
Creative Planning
127
Creative Planning
Kansas
$2.34M +$297K +3,252 +18%
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$2.33M -$54.8K -600 -3%
NG
129
Norden Group
Utah
$2.32M +$816K +8,930 +71%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$2.31M
ACA
131
Aptus Capital Advisors
Alabama
$2.28M +$1.94M +21,184 New
CNAM
132
Campbell Newman Asset Management
Wisconsin
$2.18M -$28.4K -311 -2%
TD Asset Management
133
TD Asset Management
Ontario, Canada
$2.17M -$1.97M -21,600 -52%
ASRS
134
Arizona State Retirement System
Arizona
$2.13M +$23.2K +254 +1%
New York State Teachers Retirement System (NYSTRS)
135
New York State Teachers Retirement System (NYSTRS)
New York
$2.08M +$18.3K +200 +1%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$2.08M +$4.02K +44 +0.2%
Handelsbanken Fonder
137
Handelsbanken Fonder
Sweden
$2.05M +$1.74M +19,024 New
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$2.01M -$63.9K -700 -4%
CRC
139
Curi RMB Capital
Illinois
$1.98M
OW
140
Olistico Wealth
Oklahoma
$1.92M
PWG
141
Portside Wealth Group
Utah
$1.91M +$107K +1,168 +7%
Citigroup
142
Citigroup
New York
$1.86M -$418K -4,581 -21%
OAM
143
Oppenheimer Asset Management
New York
$1.78M +$828K +9,063 +122%
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$1.76M +$628K +6,869 +72%
UBS Group
145
UBS Group
Switzerland
$1.76M -$238K -2,600 -14%
IEFM
146
IQ EQ Fund Management
Ireland
$1.75M
SOMRS
147
State of Michigan Retirement System
Michigan
$1.73M -$36.5K -400 -2%
NA
148
NewEdge Advisors
Louisiana
$1.72M +$457 +5 +0%
AAS
149
Avantax Advisory Services
Texas
$1.7M -$247K -2,701 -15%
Mariner
150
Mariner
Kansas
$1.68M +$433K +4,744 +44%

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.