A.O. Smith
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$241M |
| 2 |
BlackRock
New York
|
+$41M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$38.8M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$36.1M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$184M |
| 2 |
Millennium Management
New York
|
-$64M |
| 3 |
Amundi
Paris,
France
|
-$39.8M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$25.8M |
| 5 |
Impax Asset Management Group
London,
United Kingdom
|
-$23.3M |
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.