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A.O. Smith
AOS

655 hedge funds and large institutions have $10.2B invested in A.O. Smith in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 221 increasing their positions, 261 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $59.3M | Put options by funds: $20.3M

60% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 55

9% more capital invested

Capital invested by funds: $9.35B → $10.2B (+$831M)

4% more funds holding

Funds holding: 631 → 655 (+24)

1.51% more ownership

Funds ownership: 92.39% → 93.89% (+1.5%)

15% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 261

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
655
Holders Change
+24
Holders Change %
+3.8%
% of All Funds
9.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
88
Increased
221
Reduced
261
Closed
55
Calls
$59.3M
Puts
$20.3M
Net Calls
+$39M
Net Calls Change
+$15.8M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$241M
2
BlackRock
BlackRock
New York
+$41M
3
First Trust Advisors
First Trust Advisors
Illinois
+$38.8M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$36.1M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$34.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$184M
2
Millennium Management
Millennium Management
New York
-$64M
3
Amundi
Amundi
France
-$39.8M
4
Bessemer Group
Bessemer Group
New Jersey
-$25.8M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
226
National Bank of Canada
Quebec, Canada
$2.37M -$131K -1,586 -5%
ETC
227
Exchange Traded Concepts
Oklahoma
$2.29M +$103K +1,249 +5%
AB
228
Amalgamated Bank
New York
$2.28M -$1.43M -17,374 -41%
DB
229
Danske Bank
Denmark
$2.28M +$2.1M +25,518 New
SC
230
Savant Capital
Illinois
$2.28M +$1.55M +18,831 +282%
TPSF
231
Texas Permanent School Fund
Texas
$2.27M +$2.47K +30 +0.1%
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$2.26M +$1.44M +17,411 +222%
CCIA
233
Campbell & Co Investment Adviser
Maryland
$2.21M -$2.07M -25,110 -50%
TIS
234
Tortoise Index Solutions
Kansas
$2.15M -$22.5K -273 -1%
AFA
235
Abacus FCF Advisors
Florida
$2.15M +$146K +1,773 +8%
GIA
236
GHP Investment Advisors
Colorado
$2.14M +$207K +2,512 +12%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$2.11M +$26.3K +319 +1%
LAM
238
LECAP Asset Management
United Kingdom
$2.11M +$682K +8,275 +54%
GF
239
Gabelli Funds
New York
$1.99M -$107K -1,300 -6%
RPI
240
Railway Pension Investments
United Kingdom
$1.95M – – –
CNB
241
Czech National Bank
Czech Republic
$1.93M +$8.08K +98 +0.5%
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$1.93M +$167K +2,025 +10%
A
243
Allianz
Germany
$1.92M +$1.77M +21,416 New
TI
244
Tidal Investments
Wisconsin
$1.91M +$962K +11,663 +120%
PP
245
Prudential plc
United Kingdom
$1.9M +$1.09M +13,272 +166%
URS
246
Utah Retirement Systems
Utah
$1.89M – – –
IGAM
247
iA Global Asset Management
Quebec, Canada
$1.86M -$308K -3,740 -15%
II
248
Inspire Investing
Idaho
$1.83M +$1.69M +20,451 New
TCOT
249
Trust Company of Toledo
Ohio
$1.81M – – –
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$1.81M -$8.58K -104 -0.5%
8 9
10
11 12

AOS Hedge Fund Activity: Q1 2024 in Review

655 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2024, worth a combined $10.2B — up 8.9% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AOS positions and 55 closed out — a net gain of 33 holders — while 221 added to existing stakes and 261 trimmed.

The largest buyer was Select Equity Group, adding an estimated $241M. The largest seller was Morgan Stanley, cutting an estimated $184M.

  • 655 institutional investors held A.O. Smith (AOS) as of Q1 2024, up from 631 in Q4 2023.
  • Funds reported $10.2B of A.O. Smith stock for Q1 2024, up 8.9% quarter-over-quarter.
  • 88 funds opened new A.O. Smith positions in Q1 2024 and 55 closed out, a net change of +33 holders.
  • The largest A.O. Smith buyer in Q1 2024 was Select Equity Group, an estimated $241M added.
  • The largest A.O. Smith seller in Q1 2024 was Morgan Stanley, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2024.