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Aaon
AAON

Overview Fund Activity

302 hedge funds and large institutions have $3.7B invested in Aaon in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 104 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
4.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
104
Reduced
101
Closed
27
Calls
$2.23M
Puts
$2.84M
Net Calls
-$616K
Net Calls Change
-$2.07M

Top Buyers

1
BlackRock
BlackRock
New York
$700M
2
Invesco
Invesco
Georgia
$94.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$84.2M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$51.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$452M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$10.8M
2
WA
Wasatch Advisors
Utah
$61.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$285M
4
Marshall Wace
Marshall Wace
United Kingdom
$7.57M
5
Ameriprise
Ameriprise
Minnesota
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
151
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$941K +$941K +14,895 New
BTWM
152
Baker Tilly Wealth Management
Wisconsin
$922K -$64.1K -1,014 -6%
CIA
153
Capital Impact Advisors
Massachusetts
$901K -$231K -3,658 -20%
State of Wisconsin Investment Board
154
State of Wisconsin Investment Board
Wisconsin
$866K +$358K +5,666 +70%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$794K +$91.8K +1,452 +13%
MOACM
156
Mutual of America Capital Management
New York
$794K -$26.9K -425 -3%
SSA
157
Schonfeld Strategic Advisors
New York
$787K +$787K +12,450 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$778K +$89.9K +1,423 +13%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$762K – – –
GCP
160
GSA Capital Partners
United Kingdom
$755K -$234K -3,706 -24%
Creative Planning
161
Creative Planning
Kansas
$714K +$10.1K +159 +1%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$710K +$595K +9,420 +519%
Osaic Holdings
163
Osaic Holdings
Arizona
$710K +$110K +1,737 +18%
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$703K – – –
PWS
165
Precision Wealth Strategies
Missouri
$695K -$20.5K -325 -3%
ProShare Advisors
166
ProShare Advisors
Maryland
$663K +$65.2K +1,031 +11%
PMEF
167
Point72 Middle East FZE
United Arab Emirates
$655K +$655K +10,361 New
BRWA
168
B. Riley Wealth Advisors
Florida
$651K +$651K +10,292 New
LWAM
169
Legacy Wealth Asset Management
Minnesota
$643K +$55.9K +885 +10%
GC
170
Guggenheim Capital
Illinois
$642K +$83K +1,314 +15%
DI
171
DFPG Investments
Utah
$630K +$10.1K +147 +2%
VanEck Associates
172
VanEck Associates
New York
$627K +$627K +9,927 New
IWC
173
Integrated Wealth Concepts
Massachusetts
$608K – – –
CA
174
Cetera Advisors
Colorado
$600K +$600K +9,491 New
Corient Private Wealth
175
Corient Private Wealth
Florida
$593K +$379 +6 +0.1%
5 6
7
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