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Aaon
AAON

Overview Fund Activity

252 hedge funds and large institutions have $2.7B invested in Aaon in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+33
Holders Change %
+15.07%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
84
Reduced
83
Closed
17
Calls
$776K
Puts
$746K
Net Calls
+$30K
Net Calls Change
+$25K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
Millennium Management
2
Millennium Management
New York
$20.5M
3
DCM
3
Driehaus Capital Management
Illinois
$15.8M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$13.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$12.1M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$65.6M
2
Ameriprise
2
Ameriprise
Minnesota
$64.1M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$1.93M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$244M
5
CVA
5
Ceredex Value Advisors
Florida
$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
201
State of Wyoming
Wyoming
$101K -$147K -2,935 -59%
TWM
202
Tradition Wealth Management
Minnesota
$90K – – –
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$84K +$3.78K +75 +5%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$79.8K -$502 -10 -0.6%
SWM
205
Spire Wealth Management
Virginia
$70K -$9.49K -189 -12%
SWA
206
Sutton Wealth Advisors
Florida
$65.6K – – –
DFCM
207
Dark Forest Capital Management
Puerto Rico
$62.4K +$62.4K +1,242 New
PFP
208
Pinnacle Financial Partners
Tennessee
$56.5K – – –
CFO
209
CVA Family Office
Colorado
$56.4K – – –
OWA
210
One Wealth Advisors
California
$54.5K +$54.5K +1,086 New
HNB
211
Huntington National Bank
Ohio
$46.4K -$12.3K -245 -21%
Lazard Asset Management
212
Lazard Asset Management
New York
$45K +$45K +909 New
RWM
213
Ruedi Wealth Management
Illinois
$42.4K +$42.4K +845 New
Simplex Trading
214
Simplex Trading
Illinois
$42K +$42K +855 New
HI
215
Harbour Investments
Wisconsin
$35.5K – – –
Allspring Global Investments
216
Allspring Global Investments
North Carolina
$33.8K -$652 -13 -2%
FHA
217
First Horizon Advisors
Tennessee
$33.8K -$5.43K -108 -14%
CI Investments Inc
218
CI Investments Inc
Ontario, Canada
$31K +$7.46K +147 +32%
GRP
219
Global Retirement Partners
California
$30.7K -$17.3K -344 -36%
Bessemer Group
220
Bessemer Group
New Jersey
$29K -$16.2K -322 -36%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$25K +$5.93K +120 +31%
TRCT
222
Tower Research Capital (TRC)
New York
$20K -$220K -4,434 -92%
S
223
SignatureFD
Georgia
$18.3K -$802 -16 -4%
HWMA
224
Heritage Wealth Management (Arizona)
Arizona
$16.4K +$8.19K +163 +99%
SWA
225
SOA Wealth Advisors
New York
$13K – – –
7 8
9
10 11