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Aaon
AAON

Overview Fund Activity

301 hedge funds and large institutions have $4.42B invested in Aaon in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+11
Holders Change %
+3.79%
% of All Funds
4.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
103
Reduced
105
Closed
40
Calls
$7.33M
Puts
$11.8M
Net Calls
-$4.51M
Net Calls Change
-$2.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$281M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$60.8M
3
Norges Bank
3
Norges Bank
Norway
$43.8M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$22.8M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$18.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$763M
2
Millennium Management
2
Millennium Management
New York
$9.33M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$533M
4
DCM
4
Driehaus Capital Management
Illinois
$13.3M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
201
Crossmark Global Holdings
Texas
$373K -$5.17K -70 -1%
GC
202
Guidance Capital
Kentucky
$351K +$35.2K +477 +11%
NAS
203
Nicolet Advisory Services
Wisconsin
$350K +$350K +4,828 New
BRWA
204
B. Riley Wealth Advisors
Florida
$349K -$14.1K -191 -4%
Verition Fund Management
205
Verition Fund Management
Connecticut
$344K +$344K +4,651 New
MIM
206
Marco Investment Management
Georgia
$343K – – –
TIM
207
Tevis Investment Management
Texas
$336K -$31.2K -422 -8%
TI
208
Tidal Investments
Wisconsin
$333K +$19.9K +270 +6%
GRP
209
Global Retirement Partners
California
$330K +$271K +3,873 +462%
CAN
210
Cetera Advisor Networks
California
$323K -$739 -10 -0.2%
ACM
211
AlphaStar Capital Management
North Carolina
$319K -$330K -4,469 -51%
X
212
Xponance
Pennsylvania
$304K +$8.42K +114 +3%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$298K +$15.4K +208 +5%
PA
214
Profund Advisors
Maryland
$298K +$16.4K +222 +6%
ECM
215
Evergreen Capital Management
Washington
$295K +$1.11K +15 +0.4%
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$293K – – –
SCM
217
Semanteon Capital Management
Massachusetts
$292K +$292K +3,950 New
QCG
218
Quadrant Capital Group
Ohio
$290K +$29.8K +403 +11%
MLICM
219
Metropolitan Life Insurance Company (MetLife)
New York
$288K – – –
TCOO
220
Trust Company of Oklahoma
Oklahoma
$284K – – –
HR
221
Hardy Reed
Mississippi
$270K -$3.69K -50 -1%
ACM
222
Aquatic Capital Management
Illinois
$266K -$266K -3,600 -50%
ACI
223
Alpha Cubed Investments
California
$266K -$55.4K -750 -17%
SOW
224
State of Wyoming
Wyoming
$264K -$2.73K -37 -1%
IP
225
Intellectus Partners
California
$255K +$255K +3,453 New
7 8
9
10 11