276 hedge funds and large institutions have $3.71B invested in Aaon in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 106 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+24
Holders Change %
+9.52%
% of All Funds
4.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
51
Increased
106
Reduced
79
Closed
23
Calls
$3.01M
Puts
$1.56M
Net Calls
+$1.45M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Shares
Change %
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$716K +$61.4K +953 +9%
SFA
152
Source Financial Advisors
New York
$710K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$710K +$136K +2,100 +24%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$701K +$165K +2,556 +31%
IWC
155
Integrated Wealth Concepts
Massachusetts
$620K +$620K +9,623 New
ONGA
156
O'Neil Global Advisors
California
$612K +$612K +9,488 New
Osaic Holdings
157
Osaic Holdings
Arizona
$611K +$47.1K +731 +8%
ProShare Advisors
158
ProShare Advisors
Maryland
$610K -$54.1K -839 -8%
Corient Private Wealth
159
Corient Private Wealth
Florida
$605K +$605K +9,383 New
VAS
160
Vestmark Advisory Solutions
Massachusetts
$603K +$13.3K +206 +2%
LWAM
161
Legacy Wealth Asset Management
Minnesota
$599K +$35.4K +549 +6%
AWAU
162
Alliance Wealth Advisors (Utah)
Utah
$579K +$17.5K +272 +3%
DI
163
DFPG Investments
Utah
$578K +$578K +8,975 New
GC
164
Guggenheim Capital
Illinois
$570K +$311K +4,827 +120%
GCM
165
Gibraltar Capital Management
Oklahoma
$560K
CL
166
CIM LLC
New York
$526K -$26.6K -412 -5%
State of Wisconsin Investment Board
167
State of Wisconsin Investment Board
Wisconsin
$518K -$381K -5,912 -42%
WC
168
Wexford Capital
Florida
$509K +$509K +7,896 New
Mariner
169
Mariner
Kansas
$506K -$9.09K -141 -2%
Empower Advisory Group
170
Empower Advisory Group
Colorado
$504K +$504K +7,787 New
SWS
171
SYSTM Wealth Solutions
Illinois
$493K
CCA
172
Cadent Capital Advisors
Oklahoma
$489K
PAMS
173
Pictet Asset Management (Switzerland)
Switzerland
$458K
DZ Bank
174
DZ Bank
Germany
$454K
First Manhattan
175
First Manhattan
New York
$440K -$6.25K -97 -1%