290 hedge funds and large institutions have $3.28B invested in Aaon in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 126 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-12
Holders Change %
-3.97%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
39
Increased
111
Reduced
126
Closed
49
Calls
$4.05M
Puts
$6.37M
Net Calls
-$2.32M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Shares
Change %
LAS
151
Lloyd Advisory Services
Georgia
$751K +$751K +13,214 New
ECM
152
ExodusPoint Capital Management
New York
$741K -$825K -14,507 -53%
MOACM
153
Mutual of America Capital Management
New York
$675K -$39.1K -687 -5%
BTWM
154
Baker Tilly Wealth Management
Wisconsin
$672K -$158K -2,772 -19%
PPW
155
Parcion Private Wealth
Washington
$670K +$670K +11,780 New
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$656K +$331K +5,827 +102%
PWS
157
Precision Wealth Strategies
Missouri
$646K +$20.6K +362 +3%
OQS
158
Occudo Quantitative Strategies
Florida
$645K +$378K +6,642 +141%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$639K
Creative Planning
160
Creative Planning
Kansas
$628K -$14.8K -260 -2%
IA
161
Inspire Advisors
Idaho
$618K +$618K +10,862 New
CSS
162
Cubist Systematic Strategies
Connecticut
$614K -$7.94M -139,592 -93%
GC
163
Guggenheim Capital
Illinois
$612K +$33.9K +596 +6%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$604K -$96.1K -1,689 -14%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$597K -$88.2K -1,551 -13%
ProShare Advisors
166
ProShare Advisors
Maryland
$587K -$10.4K -183 -2%
LWAM
167
Legacy Wealth Asset Management
Minnesota
$563K -$15.8K -278 -3%
Aviva
168
Aviva
United Kingdom
$561K +$561K +9,858 New
IWC
169
Integrated Wealth Concepts
Massachusetts
$548K +$853 +15 +0.2%
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$545K -$235K -4,125 -30%
DZ Bank
171
DZ Bank
Germany
$529K +$128K +2,250 +32%
CAM
172
Cresset Asset Management
Illinois
$527K -$2.84K -50 -0.5%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$521K -$122 -2 -0%
AWAU
174
Alliance Wealth Advisors (Utah)
Utah
$507K -$967 -17 -0.2%
SSA
175
Schonfeld Strategic Advisors
New York
$505K -$203K -3,574 -29%