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361 hedge funds and large institutions have $5.13B invested in Aaon in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 124 increasing their positions, 107 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

31% more call options, than puts

Call options by funds: $5.97M | Put options by funds: $4.54M

16% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 107

9% more funds holding

Funds holding: 331361 (+30)

0.42% more ownership

Funds ownership: 71.18%71.6% (+0.42%)

0% more capital invested

Capital invested by funds: $5.11B → $5.13B (+$17.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
361
Holders Change
+30
Holders Change %
+9.06%
% of All Funds
5.21%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
89
Increased
124
Reduced
107
Closed
56
Calls
$5.97M
Puts
$4.54M
Net Calls
+$1.42M
Net Calls Change
+$576K
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
201
DZ Bank
Germany
$750K
SFA
202
Source Financial Advisors
New York
$745K
Pictet Asset Management
203
Pictet Asset Management
Switzerland
$734K -$14K -172 -2%
GWM
204
Gibbs Wealth Management
Georgia
$726K +$168K +2,061 +33%
Verition Fund Management
205
Verition Fund Management
Connecticut
$723K +$211K +2,591 +46%
AWAU
206
Alliance Wealth Advisors (Utah)
Utah
$722K -$45.8K -562 -6%
Aviva
207
Aviva
United Kingdom
$719K +$255K +3,125 +61%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$713K -$70.4K -864 -10%
VPIM
209
Vanguard Personalized Indexing Management
California
$690K +$45.8K +562 +8%
OTPPB
210
Ontario Teachers' Pension Plan Board
Ontario, Canada
$689K +$644K +7,898 New
CCA
211
Cadent Capital Advisors
Oklahoma
$662K
LCM
212
Legato Capital Management
California
$660K +$616K +7,561 New
Federated Hermes
213
Federated Hermes
Pennsylvania
$657K +$614K +7,530 New
MSAM
214
Moloney Securities Asset Management
Missouri
$654K +$611K +7,500 New
OAM
215
Oppenheimer Asset Management
New York
$647K +$604K +7,413 New
SG Americas Securities
216
SG Americas Securities
New York
$643K +$405K +4,965 +206%
Deutsche Bank
217
Deutsche Bank
Germany
$642K -$2.53M -31,043 -81%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$639K -$2.75M -33,750 -82%
Corient Private Wealth
219
Corient Private Wealth
Florida
$633K -$94.6K -1,160 -14%
NAS
220
Nicolet Advisory Services
Wisconsin
$626K +$125K +1,534 +26%
AIM
221
Arcadia Investment Management
Michigan
$624K +$584K +7,157 New
Simplex Trading
222
Simplex Trading
Illinois
$608K +$569K +6,973 New
CL
223
CIM LLC
New York
$587K -$22.1K -271 -4%
Osaic Holdings
224
Osaic Holdings
Arizona
$568K +$12.1K +148 +2%
BRWA
225
B. Riley Wealth Advisors
Florida
$567K +$129K +1,582 +32%

AAON Hedge Fund Activity: Q2 2024 in Review

361 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2024, worth a combined $5.13B — up 0.34% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new AAON positions and 56 closed out — a net gain of 33 holders — while 124 added to existing stakes and 107 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $127M. The largest seller was BlackRock, cutting an estimated $327M.

  • 361 institutional investors held Aaon (AAON) as of Q2 2024, up from 331 in Q1 2024.
  • Funds reported $5.13B of Aaon stock for Q2 2024, up 0.34% quarter-over-quarter.
  • 89 funds opened new Aaon positions in Q2 2024 and 56 closed out, a net change of +33 holders.
  • The largest Aaon buyer in Q2 2024 was JP Morgan Chase, an estimated $127M added.
  • The largest Aaon seller in Q2 2024 was BlackRock, an estimated $327M sold.

Based on aggregated 13F filings for Q2 2024.