AAON icon

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 %
CAM
176
Cresset Asset Management
Illinois
$589K +$589K +9,314 New
VAS
177
Vestmark Advisory Solutions
Massachusetts
$585K -$6.64K -105 -1%
TD Asset Management
178
TD Asset Management
Ontario, Canada
$578K +$578K +9,150 New
AWAU
179
Alliance Wealth Advisors (Utah)
Utah
$564K -$3.54K -56 -0.6%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$550K -$158K -2,456 -22%
LPL Financial
181
LPL Financial
California
$543K -$355K -5,616 -40%
SFA
182
Source Financial Advisors
New York
$540K -$156K -2,475 -22%
Mariner
183
Mariner
Kansas
$515K +$19.2K +303 +4%
Acadian Asset Management
184
Acadian Asset Management
Massachusetts
$511K +$485K +7,709 +1,876%
PAMS
185
Pictet Asset Management (Switzerland)
Switzerland
$499K +$49.7K +786 +11%
CCA
186
Cadent Capital Advisors
Oklahoma
$480K – – –
SWS
187
SYSTM Wealth Solutions
Illinois
$480K -$3.98K -63 -0.8%
Axa
188
Axa
France
$474K +$474K +7,500 New
DZ Bank
189
DZ Bank
Germany
$446K – – –
First Manhattan
190
First Manhattan
New York
$432K -$126 -2 -0%
SO
191
STRS Ohio
Ohio
$407K +$37.9K +600 +10%
CL
192
CIM LLC
New York
$407K -$109K -1,730 -21%
TCM
193
Teza Capital Management
Illinois
$397K +$397K +6,275 New
VPIM
194
Vanguard Personalized Indexing Management
California
$396K +$13K +206 +3%
VRS
195
Virginia Retirement Systems
Virginia
$389K +$389K +6,150 New
DFCM
196
Dark Forest Capital Management
Puerto Rico
$371K +$371K +5,870 New
QCM
197
Quantinno Capital Management
New York
$366K +$6.76K +107 +2%
CGH
198
Crossmark Global Holdings
Texas
$364K -$5.14K -75 -1%
LA
199
Lindenwold Advisors
Pennsylvania
$361K -$45.5K -720 -11%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$360K -$34.7K -549 -9%
6 7
8
9 10