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A.O. Smith
AOS

641 hedge funds and large institutions have $9.08B invested in A.O. Smith in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 242 increasing their positions, 243 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $71M | Put options by funds: $16M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 243

6% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 65

1.99% less ownership

Funds ownership: 93.89% → 91.9% (-2%)

2% less funds holding

Funds holding: 655 → 641 (-14)

11% less capital invested

Capital invested by funds: $10.2B → $9.08B (-$1.11B)

Holders
641
Holders Change
-14
Holders Change %
-2.14%
% of All Funds
9.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
61
Increased
242
Reduced
243
Closed
65
Calls
$71M
Puts
$16M
Net Calls
+$55.1M
Net Calls Change
+$16.1M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$43.8M
2
Invesco
Invesco
Georgia
+$42.4M
3
Select Equity Group
Select Equity Group
New York
+$33.9M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$32.8M
5
JCM
Junto Capital Management
New York
+$29.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$149M
2
Bessemer Group
Bessemer Group
New Jersey
-$63.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$35.4M
4
Amundi
Amundi
France
-$35.4M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IGAM
251
iA Global Asset Management
Quebec, Canada
$1.74M +$42.2K +499 +2%
QCM
252
Quantinno Capital Management
New York
$1.7M +$415K +4,909 +31%
TCOT
253
Trust Company of Toledo
Ohio
$1.66M – – –
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$1.64M -$6.69K -79 -0.4%
URS
255
Utah Retirement Systems
Utah
$1.63M -$102K -1,200 -6%
SO
256
STRS Ohio
Ohio
$1.61M +$290K +3,424 +21%
HIC
257
Harvey Investment Company
Kentucky
$1.59M -$22K -260 -1%
WIM
258
WealthPlan Investment Management
Nebraska
$1.56M +$62.3K +736 +4%
TI
259
Tidal Investments
Wisconsin
$1.56M -$198K -2,341 -11%
CIC
260
Crawford Investment Counsel
Georgia
$1.53M -$49.9K -590 -3%
EI
261
Ethic Inc
New York
$1.53M +$11.8K +139 +0.8%
ANBT
262
American National Bank & Trust
Texas
$1.53M +$115K +1,357 +8%
FAFTFSNP
263
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$1.46M +$1.51M +17,865 New
UM
264
UniSuper Management
Australia
$1.4M +$429K +5,066 +42%
US Bancorp
265
US Bancorp
Minnesota
$1.39M -$164K -1,940 -10%
II
266
Inspire Investing
Idaho
$1.39M -$297K -3,514 -17%
Wealthfront Advisers
267
Wealthfront Advisers
California
$1.38M -$61.4K -726 -4%
SA
268
Sanctuary Advisors
Indiana
$1.37M +$1.4M +16,488 New
RIM
269
Redwood Investment Management
Arizona
$1.36M -$4.74K -56 -0.3%
CIBC Asset Management
270
CIBC Asset Management
Ontario, Canada
$1.36M -$18.9K -223 -1%
IG
271
ING Group
Netherlands
$1.33M -$48.9K -578 -3%
BMSSC
272
B. Metzler seel. Sohn & Co
Germany
$1.32M +$7.19K +85 +0.5%
SC
273
Scotia Capital
Ontario, Canada
$1.32M +$293K +3,468 +27%
X
274
Xponance
Pennsylvania
$1.31M -$102K -1,203 -7%
Teacher Retirement System of Texas
275
Teacher Retirement System of Texas
Texas
$1.31M -$3.3M -38,964 -71%
9 10
11
12 13

AOS Hedge Fund Activity: Q2 2024 in Review

641 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2024, worth a combined $9.08B — down 11% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of AOS and 61 opened new positions — a net loss of 4 holders — while 243 trimmed existing stakes and 242 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $43.8M. The largest seller was BlackRock, cutting an estimated $149M.

  • 641 institutional investors held A.O. Smith (AOS) as of Q2 2024, down from 655 in Q1 2024.
  • Funds reported $9.08B of A.O. Smith stock for Q2 2024, down 11% quarter-over-quarter.
  • 61 funds opened new A.O. Smith positions in Q2 2024 and 65 closed out, a net change of -4 holders.
  • The largest A.O. Smith buyer in Q2 2024 was Balyasny Asset Management, an estimated $43.8M added.
  • The largest A.O. Smith seller in Q2 2024 was BlackRock, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2024.