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Aaon
AAON

381 hedge funds and large institutions have $6.33B invested in Aaon in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 130 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

23% more capital invested

Capital invested by funds: $5.13B → $6.33B (+$1.2B)

11% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.77M

6% more funds holding

Funds holding: 361 → 381 (+20)

0.7% more ownership

Funds ownership: 71.6% → 72.3% (+0.7%)

5% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 137

Holders
381
Holders Change
+20
Holders Change %
+5.54%
% of All Funds
5.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
62
Increased
130
Reduced
137
Closed
40
Calls
$4.18M
Puts
$3.77M
Net Calls
+$409K
Net Calls Change
-$1.01M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$55.5M
2
WA
Wasatch Advisors
Utah
+$48M
3
First Trust Advisors
First Trust Advisors
Illinois
+$45.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$28.6M
5
DCM
Driehaus Capital Management
Illinois
+$24.8M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$66.6M
2
Millennium Management
Millennium Management
New York
-$39.7M
3
Goldman Sachs
Goldman Sachs
New York
-$32.4M
4
Northern Trust
Northern Trust
Illinois
-$29.3M
5
Ameriprise
Ameriprise
Minnesota
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$669M -$6.86M -75,081 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$665M -$7.37M -80,700 -1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$377M -$7.14M -78,175 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$352M +$13.7M +150,207 +5%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$229M +$3.57M +39,059 +2%
State Street
6
State Street
Massachusetts
$213M +$1.14M +12,502 +0.6%
WA
7
Wasatch Advisors
Utah
$201M +$48M +525,132 +39%
Invesco
8
Invesco
Georgia
$190M +$11M +120,884 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$187M +$13.8M +151,540 +10%
GCM
10
Geneva Capital Management
Wisconsin
$183M +$2.23M +24,384 +1%
Ameriprise
11
Ameriprise
Minnesota
$164M -$23.4M -256,321 -14%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$159M -$8.37M -91,573 -6%
Morgan Stanley
13
Morgan Stanley
New York
$138M -$5.94M -65,020 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$133M +$579K +6,338 +0.5%
VNIM
15
Vaughan Nelson Investment Management
Texas
$132M +$12.5M +136,530 +13%
William Blair & Company
16
William Blair & Company
Illinois
$121M +$55.5M +607,465 +118%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$93.9M -$8.02M -87,801 -9%
Norges Bank
18
Norges Bank
Norway
$76.8M -$2.25M -24,679 -3%
Charles Schwab
19
Charles Schwab
California
$76M -$297K -3,248 -0.5%
BF
20
BOK Financial
Oklahoma
$73.1M – – –
DCM
21
Driehaus Capital Management
Illinois
$70.9M +$24.8M +272,019 +71%
T. Rowe Price Investment Management
22
T. Rowe Price Investment Management
Maryland
$68.8M -$66.6M -729,145 -53%
First Trust Advisors
23
First Trust Advisors
Illinois
$62.1M +$45.8M +500,998 +669%
SIMG
24
Stephens Investment Management Group
Texas
$61.3M +$11.8M +129,598 +30%
EAM
25
Eagle Asset Management
Florida
$54.1M -$14.2M -154,990 -28%
1
2 3 4 5

AAON Hedge Fund Activity: Q3 2024 in Review

381 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2024, worth a combined $6.33B — up 23% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new AAON positions and 40 closed out — a net gain of 22 holders — while 130 added to existing stakes and 137 trimmed.

The largest buyer was William Blair & Company, adding an estimated $55.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $66.6M.

  • 381 institutional investors held Aaon (AAON) as of Q3 2024, up from 361 in Q2 2024.
  • Funds reported $6.33B of Aaon stock for Q3 2024, up 23% quarter-over-quarter.
  • 62 funds opened new Aaon positions in Q3 2024 and 40 closed out, a net change of +22 holders.
  • The largest Aaon buyer in Q3 2024 was William Blair & Company, an estimated $55.5M added.
  • The largest Aaon seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $66.6M sold.

Based on aggregated 13F filings for Q3 2024.