AAON icon

Aaon
AAON

Overview Fund Activity

329 hedge funds and large institutions have $5.11B invested in Aaon in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+28
Holders Change %
+9.3%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
54
Increased
118
Reduced
114
Closed
23
Calls
$2.52M
Puts
$1.67M
Net Calls
+$846K
Net Calls Change
+$5.36M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$120M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$41.5M
3
VNIM
Vaughan Nelson Investment Management
Texas
$46.5M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$39.6M
5
Norges Bank
Norges Bank
Norway
$68.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$160M
2
CCA
Conestoga Capital Advisors
Pennsylvania
$227M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$848K
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
176
Gitterman Wealth Management
New Jersey
$793K -$1.59M -18,000 -67%
AWAU
177
Alliance Wealth Advisors (Utah)
Utah
$779K -$15.5K -176 -2%
PI
178
PEAK6 Investments
Illinois
$774K -$532K -6,041 -41%
DZ Bank
179
DZ Bank
Germany
$758K -$61.7K -700 -8%
Pictet Asset Management
180
Pictet Asset Management
Switzerland
$757K +$30.7K +349 +4%
SFA
181
Source Financial Advisors
New York
$753K – – –
PWS
182
Peterson Wealth Services
Utah
$744K +$455K +5,164 +158%
Corient Private Wealth
183
Corient Private Wealth
Florida
$741K -$5.11K -58 -0.7%
FNBOH
184
First National Bank of Hutchinson
Kansas
$716K +$716K +8,126 New
HighTower Advisors
185
HighTower Advisors
Illinois
$699K -$1.39M -15,870 -67%
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$692K +$241K +2,733 +53%
SWS
187
SYSTM Wealth Solutions
Illinois
$678K +$656K +7,449 +3,078%
CCA
188
Cadent Capital Advisors
Oklahoma
$669K – – –
Axa
189
Axa
France
$661K – – –
GCA
190
Greenwood Capital Associates
South Carolina
$651K -$13K -147 -2%
VPIM
191
Vanguard Personalized Indexing Management
California
$647K +$33.6K +381 +5%
CIA
192
Capital Impact Advisors
Massachusetts
$642K +$13.9K +158 +2%
SOW
193
State of Wyoming
Wyoming
$628K +$314K +3,559 +100%
CL
194
CIM LLC
New York
$615K +$1.41K +16 +0.2%
AIP
195
Ameritas Investment Partners
Nebraska
$603K – – –
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$581K -$498K -5,651 -46%
Franklin Resources
197
Franklin Resources
California
$580K +$580K +6,587 New
Osaic Holdings
198
Osaic Holdings
Arizona
$561K -$363K -4,116 -39%
SO
199
STRS Ohio
Ohio
$546K -$35.2K -400 -6%
QCM
200
Quantinno Capital Management
New York
$535K +$25.3K +287 +5%
6 7
8
9 10