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Aaon
AAON

Overview Fund Activity

418 hedge funds and large institutions have $6.82B invested in Aaon in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 139 increasing their positions, 156 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+41
Holders Change %
+10.88%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
139
Reduced
156
Closed
34
Calls
$5.04M
Puts
$3.24M
Net Calls
+$1.8M
Net Calls Change
+$1.39M

Top Buyers

1
BlackRock
BlackRock
New York
+$103M
2
First Trust Advisors
First Trust Advisors
Illinois
+$58M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$42.6M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$42.4M
5
Invesco
Invesco
Georgia
+$32.3M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$129M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$61.9M
3
Ameriprise
Ameriprise
Minnesota
-$55.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.1M
5
WA
Wasatch Advisors
Utah
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
176
HighTower Advisors
Illinois
$1.57M +$33.5K +285 +2%
PPW
177
Parcion Private Wealth
Washington
$1.52M – – –
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$1.44M +$62.8K +534 +5%
BIM
179
Bridges Investment Management
Nebraska
$1.42M +$219K +1,863 +18%
CAM
180
Cresset Asset Management
Illinois
$1.41M +$64.7K +550 +5%
Schroder Investment Management Group
181
Schroder Investment Management Group
United Kingdom
$1.4M +$1.4M +11,698 New
Pacer Advisors
182
Pacer Advisors
Pennsylvania
$1.38M +$49K +416 +4%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$1.34M +$308K +2,619 +30%
PWS
184
Peterson Wealth Services
Utah
$1.31M +$44.4K +377 +4%
LCM
185
Legato Capital Management
California
$1.3M +$242K +2,055 +23%
IA
186
Inspire Advisors
Idaho
$1.27M +$33.7K +286 +3%
SO
187
STRS Ohio
Ohio
$1.24M -$263K -2,237 -17%
LWAM
188
Legacy Wealth Asset Management
Minnesota
$1.21M -$28.4K -241 -2%
GT
189
Glenmede Trust
Pennsylvania
$1.19M -$315K -2,674 -21%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$1.19M +$57.2K +486 +5%
Pictet Asset Management
191
Pictet Asset Management
Switzerland
$1.18M +$110K +936 +10%
VPIM
192
Vanguard Personalized Indexing Management
California
$1.18M +$108K +917 +10%
AI
193
Atria Investments
North Carolina
$1.17M -$448K -3,806 -28%
BMSSC
194
B. Metzler seel. Sohn & Co
Germany
$1.15M -$257K -2,184 -18%
PA
195
PFG Advisors
Arizona
$1.14M +$1.14M +9,700 New
CIM
196
Caldwell Investment Management
Ontario, Canada
$1.1M +$1.1M +9,200 New
GC
197
Guggenheim Capital
Illinois
$1.08M -$233K -1,979 -18%
NG
198
Northstar Group
New York
$1.06M – – –
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$1.06M +$25.1K +213 +2%
Corient Private Wealth
200
Corient Private Wealth
Florida
$1.06M -$2.24K -19 -0.2%
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