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331 hedge funds and large institutions have $5.11B invested in Aaon in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

51% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.67M

16% more capital invested

Capital invested by funds: $4.42B → $5.11B (+$691M)

10% more funds holding

Funds holding: 302331 (+29)

3% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 115

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.51% less ownership

Funds ownership: 73.69%71.18% (-2.5%)

Holders
331
Holders Change
+29
Holders Change %
+9.6%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
55
Increased
118
Reduced
115
Closed
23
Calls
$2.52M
Puts
$1.67M
Net Calls
+$846K
Net Calls Change
+$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$906M -$2.8M -35,706 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$641M +$4.82M +61,544 +0.9%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$350M -$14.6M -185,947 -4%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$227M -$61.2M -780,146 -23%
State Street
5
State Street
Massachusetts
$219M +$3.83M +48,833 +2%
Morgan Stanley
6
Morgan Stanley
New York
$160M -$157M -1,996,641 -52%
GCM
7
Geneva Capital Management
Wisconsin
$147M -$2.41M -30,782 -2%
Invesco
8
Invesco
Georgia
$144M +$882K +11,246 +0.7%
JP Morgan Chase
9
JP Morgan Chase
New York
$136M +$2.77M +35,402 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$136M -$5.48M -69,924 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$135M +$3.36M +42,886 +3%
Ameriprise
12
Ameriprise
Minnesota
$135M -$4.1M -52,291 -3%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$120M +$42.6M +543,595 +66%
WA
14
Wasatch Advisors
Utah
$89.9M -$370K -4,725 -0.5%
Charles Schwab
15
Charles Schwab
California
$75.3M +$1.32M +16,868 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$70.5M +$14.7M +188,127 +31%
Northern Trust
17
Northern Trust
Illinois
$69.4M -$1.24M -15,858 -2%
Norges Bank
18
Norges Bank
Norway
$68.9M +$14.8M +188,627 +32%
BF
19
BOK Financial
Oklahoma
$60M +$1.03M +13,140 +2%
Goldman Sachs
20
Goldman Sachs
New York
$55M +$5.17K +66 +0%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$52.2M +$7.37M +94,026 +19%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$49.6M +$530K +6,766 +1%
VNIM
23
Vaughan Nelson Investment Management
Texas
$46.5M +$17.2M +219,435 +71%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$44M -$2.95M -37,629 -7%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$41.5M +$30.8M +392,488 +498%

AAON Hedge Fund Activity: Q1 2024 in Review

331 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2024, worth a combined $5.11B — up 16% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AAON positions and 23 closed out — a net gain of 32 holders — while 118 added to existing stakes and 115 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $42.6M. The largest seller was Morgan Stanley, cutting an estimated $157M.

  • 331 institutional investors held Aaon (AAON) as of Q1 2024, up from 302 in Q4 2023.
  • Funds reported $5.11B of Aaon stock for Q1 2024, up 16% quarter-over-quarter.
  • 55 funds opened new Aaon positions in Q1 2024 and 23 closed out, a net change of +32 holders.
  • The largest Aaon buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $42.6M added.
  • The largest Aaon seller in Q1 2024 was Morgan Stanley, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2024.