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361 hedge funds and large institutions have $5.13B invested in Aaon in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 124 increasing their positions, 107 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

31% more call options, than puts

Call options by funds: $5.97M | Put options by funds: $4.54M

16% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 107

9% more funds holding

Funds holding: 331361 (+30)

0.42% more ownership

Funds ownership: 71.18%71.6% (+0.42%)

0% more capital invested

Capital invested by funds: $5.11B → $5.13B (+$17.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
361
Holders Change
+30
Holders Change %
+9.06%
% of All Funds
5.21%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
89
Increased
124
Reduced
107
Closed
56
Calls
$5.97M
Puts
$4.54M
Net Calls
+$1.42M
Net Calls Change
+$576K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
176
Integrated Wealth Concepts
Massachusetts
$1.02M +$2.45K +30 +0.3%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$1.02M
Pacer Advisors
178
Pacer Advisors
Pennsylvania
$991K +$818K +10,031 +756%
IA
179
Inspire Advisors
Idaho
$962K -$20.9K -256 -2%
Mariner
180
Mariner
Kansas
$944K -$51.3K -629 -5%
NRD
181
Nebula Research & Development
New York
$931K +$870K +10,669 New
LWAM
182
Legacy Wealth Asset Management
Minnesota
$930K +$4.81K +59 +0.6%
NG
183
Northstar Group
New York
$901K -$81.4K -998 -9%
NIMI
184
Natixis Investment Managers International
France
$899K +$841K +10,310 New
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$896K -$102K -1,250 -11%
BIM
186
Bridges Investment Management
Nebraska
$891K +$832K +10,209 New
Amundi
187
Amundi
France
$852K -$1.2M -14,775 -60%
PWS
188
Peterson Wealth Services
Utah
$844K +$100K +1,228 +15%
Westfield Capital Management
189
Westfield Capital Management
Massachusetts
$840K
Pathstone Holdings
190
Pathstone Holdings
New Jersey
$828K +$133K +1,637 +21%
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$819K +$357K +4,381 +87%
MFS
192
Mirabella Financial Services
United Kingdom
$818K +$765K +9,380 New
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$805K -$111K -1,357 -13%
GCA
194
Greenwood Capital Associates
South Carolina
$791K +$137K +1,677 +23%
GWM
195
Gitterman Wealth Management
New Jersey
$785K
HighTower Advisors
196
HighTower Advisors
Illinois
$773K +$76.1K +933 +12%
BHCM
197
Brevan Howard Capital Management
Jersey
$769K +$719K +8,819 New
PWS
198
Precision Wealth Strategies
Missouri
$769K -$181K -2,222 -20%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$760K +$172K +2,107 +32%
CAM
200
Cresset Asset Management
Illinois
$756K -$34.2K -419 -5%

AAON Hedge Fund Activity: Q2 2024 in Review

361 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2024, worth a combined $5.13B — up 0.34% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new AAON positions and 56 closed out — a net gain of 33 holders — while 124 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $127M. The largest seller was BlackRock, cutting an estimated $327M.

  • 361 institutional investors held Aaon (AAON) as of Q2 2024, up from 331 in Q1 2024.
  • Funds reported $5.13B of Aaon stock for Q2 2024, up 0.34% quarter-over-quarter.
  • 89 funds opened new Aaon positions in Q2 2024 and 56 closed out, a net change of +33 holders.
  • The largest Aaon buyer in Q2 2024 was JP Morgan Chase, an estimated $127M added.
  • The largest Aaon seller in Q2 2024 was BlackRock, an estimated $327M sold.

Based on aggregated 13F filings for Q2 2024.