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Aaon
AAON

Overview Fund Activity

276 hedge funds and large institutions have $3.71B invested in Aaon in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 106 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+24
Holders Change %
+9.52%
% of All Funds
4.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
51
Increased
106
Reduced
79
Closed
23
Calls
$3.01M
Puts
$1.56M
Net Calls
+$1.45M
Net Calls Change
+$1.42M

Top Buyers

1
Invesco
1
Invesco
Georgia
$57M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$51.1M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$33.5M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$42.1M
5
Norges Bank
5
Norges Bank
Norway
$38.6M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$4.32M
2
Morgan Stanley
2
Morgan Stanley
New York
$143M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$215M
4
Millennium Management
4
Millennium Management
New York
$17.7M
5
CVA
5
Ceredex Value Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$259K +$259K +4,016 New
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$252K +$252K +3,912 New
BCI
203
Brinker Capital Investments
Pennsylvania
$250K -$8.51K -132 -3%
OPS
204
Orion Portfolio Solutions
Nebraska
$250K +$250K +3,872 New
TCOO
205
Trust Company of Oklahoma
Oklahoma
$248K -$15.9K -247 -6%
API
206
Advisor Partners II
California
$246K +$246K +3,824 New
X
207
Xponance
Pennsylvania
$246K +$246K +3,818 New
PA
208
Profund Advisors
Maryland
$243K -$17.5K -271 -7%
ECM
209
Evergreen Capital Management
Washington
$243K +$243K +3,767 New
HR
210
Hardy Reed
Mississippi
$239K -$20.3K -315 -8%
Simplex Trading
211
Simplex Trading
Illinois
$239K +$184K +2,864 +335%
SCM
212
Shelton Capital Management
Colorado
$231K +$231K +3,591 New
Baird Financial Group
213
Baird Financial Group
Wisconsin
$229K +$229K +3,560 New
MLICM
214
Metropolitan Life Insurance Company (MetLife)
New York
$229K -$32K -496 -12%
IP
215
Intellectus Partners
California
$223K +$223K +3,453 New
AC
216
AXQ Capital
New Jersey
$220K +$220K +3,419 New
PWPS
217
Pinnacle Wealth Planning Services
Ohio
$215K +$215K +3,338 New
HSA
218
HBK Sorce Advisory
Pennsylvania
$212K -$250K -3,882 -54%
QCG
219
Quadrant Capital Group
Ohio
$209K +$27.1K +421 +15%
QT
220
Quantamental Technologies
New York
$201K +$201K +3,125 New
CG
221
Caprock Group
Idaho
$201K +$201K +3,122 New
Point72 Asset Management
222
Point72 Asset Management
Connecticut
$184K +$184K +2,861 New
SOW
223
State of Wyoming
Wyoming
$164K +$34.1K +529 +26%
EIM
224
Essex Investment Management
Massachusetts
$153K -$56.7K -880 -27%
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$117K +$9.67K +150 +9%
7 8
9
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