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Aaon
AAON

Overview Fund Activity

202 hedge funds and large institutions have $2.07B invested in Aaon in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
75
Reduced
64
Closed
25
Calls
$1.73M
Puts
$1.13M
Net Calls
+$598K
Net Calls Change
+$1.59M

Top Buyers

1
CCA
Conestoga Capital Advisors
Pennsylvania
$139M
2
Ameriprise
Ameriprise
Minnesota
$68.4M
3
EVM
Eaton Vance Management
Massachusetts
$56.9M
4
CVA
Ceredex Value Advisors
Florida
$13.2M
5
EAM
Eagle Asset Management
Florida
$9.71M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$129M
2
Deutsche Bank
Deutsche Bank
Germany
$1.34M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$200M
4
Invesco
Invesco
Georgia
$4.41M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
176
Harding Loevner
New Jersey
$10K – – –
AF
177
Allworth Financial
California
$9K – – –
SWA
178
SOA Wealth Advisors
New York
$9K – – –
EWA
179
EverSource Wealth Advisors
Alabama
$9K +$9K +234 New
EDRH
180
Edmond de Rothschild Holding
Switzerland
$7K -$3.28K -88 -32%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +192 New
PFBT
182
Parkside Financial Bank & Trust
Missouri
$6K +$3.28K +87 +121%
HWMA
183
Heritage Wealth Management (Arizona)
Arizona
$5.97K – – –
PA
184
Parallel Advisors
California
$5K +$5K +147 New
VCM
185
Versant Capital Management
Arizona
$4K -$935 -25 -19%
SPIA
186
Steward Partners Investment Advisory
New York
$3K -$13.6K -353 -82%
KFP
187
KB Financial Partners
New Jersey
$3K -$1.82K -43 -38%
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +86 New
TWA
189
TCI Wealth Advisors
Arizona
$2K – – –
IA
190
IFP Advisors
Florida
$2K – – –
RA
191
Rise Advisors
New York
$2K – – –
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$2K +$2K +54 New
MAM
193
Meeder Asset Management
Ohio
$1K -$4K -60 -80%
UFF
194
USA Financial Formulas
Michigan
$1K – – –
STCOSD
195
Sageworth Trust Company of South Dakota
South Dakota
$1K – – –
JWA
196
JFS Wealth Advisors
Pennsylvania
$1K +$257 +9 +35%
SC
197
Schubert & Co
Texas
$1K +$704 +19 +238%
BIA
198
Bell Investment Advisors
California
$1K +$1K +30 New
LC
199
Lindbrook Capital
California
$1K +$1K +32 New
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$379 -$215 -5,976 -36%
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