290 hedge funds and large institutions have $3.28B invested in Aaon in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 126 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-12
Holders Change %
-3.97%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
39
Increased
111
Reduced
126
Closed
49
Calls
$4.05M
Puts
$6.37M
Net Calls
-$2.32M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CGH
201
Crossmark Global Holdings
Texas
$299K -$11K -188 -4%
AAM
202
Aureus Asset Management
Massachusetts
$297K +$297K +5,226 New
BAM
203
Belpointe Asset Management
Nevada
$288K +$30.1K +530 +12%
TIM
204
Tevis Investment Management
Texas
$283K +$6.14K +108 +2%
Lido Advisors
205
Lido Advisors
California
$281K +$281K +4,945 New
GVAG
206
Great Valley Advisor Group
Delaware
$279K +$279K +4,914 New
BRWA
207
B. Riley Wealth Advisors
Florida
$279K -$306K -5,379 -52%
PRC
208
Pearl River Capital
Michigan
$270K +$270K +4,756 New
WAG
209
Wallace Advisory Group
California
$269K -$142K -1,493 -34%
MIM
210
Marco Investment Management
Georgia
$264K -$57 -1 -0%
CAN
211
Cetera Advisor Networks
California
$249K +$249K +4,385 New
XT
212
XTX Topco
Cayman Islands
$249K +$249K +4,381 New
ACI
213
Alpha Cubed Investments
California
$247K
GCM
214
Graham Capital Management
Connecticut
$246K +$246K +4,322 New
TI
215
Tidal Investments
Wisconsin
$241K +$34.7K +610 +17%
GC
216
Guidance Capital
Kentucky
$237K +$19.1K +344 +9%
X
217
Xponance
Pennsylvania
$228K +$1.88K +33 +0.8%
ECM
218
Evergreen Capital Management
Washington
$226K +$4.55K +80 +2%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$222K -$29K -510 -12%
MLICM
220
Metropolitan Life Insurance Company (MetLife)
New York
$222K +$11.3K +199 +5%
JFG
221
Jefferies Financial Group
New York
$221K +$221K +3,886 New
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$220K -$6.21K -112 -3%
API
223
Advisor Partners II
California
$219K +$3.24K +57 +1%
TCOO
224
Trust Company of Oklahoma
Oklahoma
$219K -$57 -1 -0%
HighTower Advisors
225
HighTower Advisors
Illinois
$218K +$22.6K +400 +12%