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Aaon
AAON

Overview Fund Activity

219 hedge funds and large institutions have $2.04B invested in Aaon in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+17
Holders Change %
+8.42%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
81
Reduced
70
Closed
14
Calls
$2.14M
Puts
$2.14M
Net Calls
+$5K
Net Calls Change
-$593K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$31.7M
2
Macquarie Group
Macquarie Group
Australia
$11.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$247M
4
BlackRock
BlackRock
New York
$349M
5
GCM
Geneva Capital Management
Wisconsin
$60M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$73.1M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$191M
3
Morgan Stanley
Morgan Stanley
New York
$23.3M
4
Ameriprise
Ameriprise
Minnesota
$64.7M
5
Holocene Advisors
Holocene Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
201
Edmond de Rothschild Holding
Switzerland
$5K -$1.44K -42 -22%
VCM
202
Versant Capital Management
Arizona
$4K +$342 +10 +9%
SPIA
203
Steward Partners Investment Advisory
New York
$3K – – –
KFP
204
KB Financial Partners
New Jersey
$3K – – –
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
RA
206
Rise Advisors
New York
$2K – – –
Pacer Advisors
207
Pacer Advisors
Pennsylvania
$2K – – –
IA
208
IFP Advisors
Florida
$2K – – –
TWA
209
TCI Wealth Advisors
Arizona
$2K +$116 +4 +6%
JWA
210
JFS Wealth Advisors
Pennsylvania
$2K +$511 +12 +34%
LC
211
Lindbrook Capital
California
$2K +$1.03K +34 +106%
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$2K +$2K +42 New
RCM
213
Raleigh Capital Management
North Carolina
$2K +$2K +47 New
BIA
214
Bell Investment Advisors
California
$1K – – –
SC
215
Schubert & Co
Texas
$1K +$289 +11 +41%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$251 -$154 -4,011 -38%
Holocene Advisors
217
Holocene Advisors
New York
– -$2.05M -56,267 Closed
WB
218
WesBanco Bank
West Virginia
– -$1.57M -42,969 Closed
CSS
219
Cubist Systematic Strategies
Connecticut
– -$808K -22,128 Closed
OQS
220
Occudo Quantitative Strategies
Florida
– -$638K -17,481 Closed
ASN
221
Advisory Services Network
Georgia
– -$445K -12,206 Closed
Baird Financial Group
222
Baird Financial Group
Wisconsin
– -$339K -9,293 Closed
DTL
223
Dynamic Technology Lab
Singapore
– -$288K -7,890 Closed
Lazard Asset Management
224
Lazard Asset Management
New York
– -$52K -1,446 Closed
ETC
225
Exchange Traded Concepts
Oklahoma
– -$26K -702 Closed
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