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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
BlackRock
1
BlackRock
New York
$548M -$327M -4,008,393 -39%
Vanguard Group
2
Vanguard Group
Pennsylvania
$545M -$84.3M -1,034,505 -14%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$312M -$32.8M -402,761 -10%
JP Morgan Chase
4
JP Morgan Chase
New York
$271M +$127M +1,563,256 +101%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$182M -$39.8M -487,969 -19%
State Street
6
State Street
Massachusetts
$171M -$42.9M -526,146 -21%
Ameriprise
7
Ameriprise
Minnesota
$155M +$20M +245,908 +16%
GCM
8
Geneva Capital Management
Wisconsin
$146M +$160K +1,964 +0.1%
Invesco
9
Invesco
Georgia
$143M +$360K +4,414 +0.3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$138M +$90.2M +1,106,693 +235%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$137M +$1.96M +24,095 +2%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$119M +$113K +1,392 +0.1%
Morgan Stanley
13
Morgan Stanley
New York
$118M -$38M -466,276 -26%
WA
14
Wasatch Advisors
Utah
$117M +$26.2M +321,479 +32%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$107M -$25M -306,443 -20%
VNIM
16
Vaughan Nelson Investment Management
Texas
$95M +$45.8M +561,195 +106%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$83.6M +$12.9M +157,699 +20%
Northern Trust
18
Northern Trust
Illinois
$70.8M +$1.95M +23,859 +3%
Goldman Sachs
19
Goldman Sachs
New York
$67.3M +$11.9M +146,541 +23%
Norges Bank
20
Norges Bank
Norway
$64.3M -$3.69M -45,252 -6%
Charles Schwab
21
Charles Schwab
California
$61.8M -$11.9M -146,546 -17%
BF
22
BOK Financial
Oklahoma
$59.5M
Millennium Management
23
Millennium Management
New York
$57.3M +$36.4M +446,344 +212%
EAM
24
Eagle Asset Management
Florida
$45.7M +$32.8M +402,131 +279%
William Blair & Company
25
William Blair & Company
Illinois
$44.9M +$42M +515,063 New

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.