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Aaon
AAON

Overview Fund Activity

302 hedge funds and large institutions have $3.7B invested in Aaon in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 104 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
4.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
104
Reduced
101
Closed
27
Calls
$2.23M
Puts
$2.84M
Net Calls
-$616K
Net Calls Change
-$2.07M

Top Buyers

1
BlackRock
BlackRock
New York
$700M
2
Invesco
Invesco
Georgia
$94.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$84.2M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$51.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$452M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$10.8M
2
WA
Wasatch Advisors
Utah
$61.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$285M
4
Marshall Wace
Marshall Wace
United Kingdom
$7.57M
5
Ameriprise
Ameriprise
Minnesota
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
201
Ameritas Investment Partners
Nebraska
$354K +$21K +333 +6%
PI
202
Putnam Investments
Massachusetts
$348K -$10.4K -164 -3%
AA
203
ALPS Advisors
Colorado
$333K +$2.84K +45 +0.9%
HSBC Holdings
204
HSBC Holdings
United Kingdom
$332K +$332K +5,249 New
Verition Fund Management
205
Verition Fund Management
Connecticut
$321K -$3.83M -60,662 -92%
II
206
Inspire Investing
Idaho
$315K +$46.8K +741 +17%
TIM
207
Tevis Investment Management
Texas
$308K +$308K +4,866 New
KBC Group
208
KBC Group
Belgium
$307K -$15.1K -240 -5%
OQS
209
Occudo Quantitative Strategies
Florida
$297K -$788K -12,474 -73%
FC
210
FORA Capital
Florida
$295K +$295K +4,662 New
MIM
211
Marco Investment Management
Georgia
$293K – – –
American Century Companies
212
American Century Companies
Missouri
$289K +$289K +4,580 New
BAM
213
Belpointe Asset Management
Nevada
$287K -$7.96K -126 -3%
BCM
214
Bayesian Capital Management
New York
$284K -$1.33K -21 -0.5%
WAG
215
Wallace Advisory Group
California
$279K – – –
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$279K +$279K +4,412 New
ACM
217
Aquatic Capital Management
Illinois
$275K +$275K +4,350 New
ACI
218
Alpha Cubed Investments
California
$275K – – –
Fidelity Investments
219
Fidelity Investments
Massachusetts
$264K +$2.72K +43 +1%
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$261K – – –
X
221
Xponance
Pennsylvania
$251K +$9.67K +153 +4%
GC
222
Guidance Capital
Kentucky
$248K +$248K +3,932 New
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$247K -$253 -4 -0.1%
ECM
224
Evergreen Capital Management
Washington
$247K +$8.41K +133 +4%
PA
225
Profund Advisors
Maryland
$245K +$6.07K +96 +3%
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9
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