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Aaon
AAON

Overview Fund Activity

211 hedge funds and large institutions have $2.97B invested in Aaon in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+7
Holders Change %
+3.43%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
76
Reduced
77
Closed
21
Calls
$262K
Puts
–
Net Calls
+$262K
Net Calls Change
+$26K

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$175M
2
Goldman Sachs
2
Goldman Sachs
New York
$32.5M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.1M
5
BlackRock
5
BlackRock
New York
$500M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$456K
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$238M
4
Norges Bank
4
Norges Bank
Norway
$26.5M
5
BF
5
BOK Financial
Oklahoma
$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$58K -$1.17K -22 -2%
ACM
177
Aquatic Capital Management
Illinois
$56K +$56K +1,050 New
SWA
178
Sutton Wealth Advisors
Florida
$50.2K +$794 +15 +2%
QCG
179
Quadrant Capital Group
Ohio
$47K -$9.11K -172 -16%
APA
180
American Portfolios Advisors
New York
$46.4K +$53 +1 +0.1%
CI Investments Inc
181
CI Investments Inc
Ontario, Canada
$44K -$18.7K -350 -30%
HI
182
Harbour Investments
Wisconsin
$37K – – –
Bessemer Group
183
Bessemer Group
New Jersey
$35K +$5.01K +96 +17%
FHA
184
First Horizon Advisors
Tennessee
$26K +$103 +2 +0.4%
RFA
185
Reilly Financial Advisors
California
$15K +$15K +278 New
HL
186
Harding Loevner
New Jersey
$15K +$15K +282 New
AF
187
Allworth Financial
California
$13K – – –
SWA
188
SOA Wealth Advisors
New York
$13K – – –
FF
189
FourThought Financial
Florida
$12K – – –
STCOSD
190
Sageworth Trust Company of South Dakota
South Dakota
$12K +$12K +228 New
TWA
191
TCI Wealth Advisors
Arizona
$11K – – –
PFBT
192
Parkside Financial Bank & Trust
Missouri
$10K +$1.83K +34 +22%
GAM
193
Gemmer Asset Management
California
$9K – – –
IPW
194
IronBridge Private Wealth
Texas
$7K – – –
KFP
195
KB Financial Partners
New Jersey
$6K +$6K +114 New
AssetMark Inc
196
AssetMark Inc
California
$5K -$287 -5 -5%
ST
197
Sageworth Trust
Pennsylvania
$4K -$13.4K -237 -77%
SPIA
198
Steward Partners Investment Advisory
New York
$4K – – –
PA
199
Parallel Advisors
California
$3K +$540 +9 +22%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +66 New
6 7
8
9 10