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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
ZIG
276
Zurich Insurance Group
Switzerland
$1.31M – – –
Cambridge Investment Research Advisors
277
Cambridge Investment Research Advisors
Iowa
$1.29M -$48.9K -578 -4%
CWM
278
CIBC World Markets
New York
$1.28M +$280K +3,305 +27%
PS
279
Pensionfund Sabic
Netherlands
$1.27M – – –
Swedbank
280
Swedbank
Sweden
$1.26M -$107K -1,268 -8%
SGAM
281
Smith Group Asset Management
Texas
$1.25M -$194K -2,290 -13%
MOACM
282
Mutual of America Capital Management
New York
$1.25M -$73.7K -871 -5%
ACL
283
Applied Capital LLC
Florida
$1.23M – – –
VIG
284
Vienna Insurance Group
Poland
$1.22M -$69.9K -826 -5%
CGH
285
Crossmark Global Holdings
Texas
$1.21M -$53.1K -628 -4%
NAM
286
Nissay Asset Management
Japan
$1.2M +$44.1K +521 +4%
CIAS
287
CFS Investment Advisory Services
New Jersey
$1.19M +$1.23M +14,580 New
Nomura Holdings
288
Nomura Holdings
Japan
$1.19M +$359K +4,247 +41%
Daiwa Securities Group
289
Daiwa Securities Group
Japan
$1.19M -$44.2K -522 -3%
Millennium Management
290
Millennium Management
New York
$1.15M -$8.65M -102,237 -88%
APG Asset Management
291
APG Asset Management
Netherlands
$1.13M +$804K +9,500 +177%
Truist Financial
292
Truist Financial
North Carolina
$1.13M +$16.3K +193 +1%
Pathstone Holdings
293
Pathstone Holdings
New Jersey
$1.13M -$39.6K -468 -3%
VPIM
294
Vanguard Personalized Indexing Management
California
$1.09M +$188K +2,220 +20%
SOADOR
295
State of Alaska Department of Revenue
Alaska
$1.09M – – –
LS
296
Livforsakringsbolaget Skandia
Sweden
$1.09M – – –
SAM
297
Storebrand Asset Management
Norway
$1.08M -$16.9K -200 -1%
EAM
298
EdenTree Asset Management
United Kingdom
$1.08M – – –
IEFM
299
IQ EQ Fund Management
Ireland
$1.06M -$187K -2,208 -15%
UIM
300
USS Investment Management
United Kingdom
$1.04M – – –
10 11
12
13 14

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.