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381 hedge funds and large institutions have $6.33B invested in Aaon in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 130 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

23% more capital invested

Capital invested by funds: $5.13B → $6.33B (+$1.2B)

11% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.77M

6% more funds holding

Funds holding: 361381 (+20)

0.7% more ownership

Funds ownership: 71.6%72.3% (+0.7%)

5% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 137

Holders
381
Holders Change
+20
Holders Change %
+5.54%
% of All Funds
5.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
62
Increased
130
Reduced
137
Closed
40
Calls
$4.18M
Puts
$3.77M
Net Calls
+$409K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$1.16M -$10.3M -113,226 -91%
IA
177
Inspire Advisors
Idaho
$1.14M -$45.3K -496 -5%
LWAM
178
Legacy Wealth Asset Management
Minnesota
$1.13M -$13.4K -147 -1%
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$1.13M -$2.3M -25,181 -71%
NIMI
180
Natixis Investment Managers International
France
$1.11M
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$1.11M +$469K +5,133 +99%
GWM
182
Gibbs Wealth Management
Georgia
$1.1M +$174K +1,905 +23%
BIM
183
Bridges Investment Management
Nebraska
$1.1M
CFM
184
Catalyst Funds Management
Australia
$1.06M -$292K -3,200 -25%
Westfield Capital Management
185
Westfield Capital Management
Massachusetts
$1.04M
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$1.03M +$33.3K +365 +4%
VPIM
187
Vanguard Personalized Indexing Management
California
$983K +$110K +1,208 +15%
Pictet Asset Management
188
Pictet Asset Management
Switzerland
$981K +$62.3K +682 +8%
Corient Private Wealth
189
Corient Private Wealth
Florida
$971K +$160K +1,751 +24%
NG
190
Northstar Group
New York
$971K -$121K -1,327 -13%
GWM
191
Gitterman Wealth Management
New Jersey
$971K
LCM
192
Legato Capital Management
California
$971K +$131K +1,439 +19%
GCA
193
Greenwood Capital Associates
South Carolina
$951K -$22.2K -243 -3%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$949K +$8.13K +89 +1%
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$947K -$137K -1,496 -15%
PWS
196
Precision Wealth Strategies
Missouri
$941K -$8.04K -88 -1%
DZ Bank
197
DZ Bank
Germany
$927K
SFA
198
Source Financial Advisors
New York
$921K
AWAU
199
Alliance Wealth Advisors (Utah)
Utah
$895K +$1.74K +19 +0.2%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$881K

AAON Hedge Fund Activity: Q3 2024 in Review

381 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2024, worth a combined $6.33B — up 23% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new AAON positions and 40 closed out — a net gain of 22 holders — while 130 added to existing stakes and 137 trimmed.

The largest buyer was William Blair & Company, adding an estimated $55.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $66.6M.

  • 381 institutional investors held Aaon (AAON) as of Q3 2024, up from 361 in Q2 2024.
  • Funds reported $6.33B of Aaon stock for Q3 2024, up 23% quarter-over-quarter.
  • 62 funds opened new Aaon positions in Q3 2024 and 40 closed out, a net change of +22 holders.
  • The largest Aaon buyer in Q3 2024 was William Blair & Company, an estimated $55.5M added.
  • The largest Aaon seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $66.6M sold.

Based on aggregated 13F filings for Q3 2024.