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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
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
$1.04M -$1.1K -13 -0.1%
Bank of Nova Scotia
302
Bank of Nova Scotia
Ontario, Canada
$1.03M -$243K -2,866 -19%
AC
303
Arjuna Capital
North Carolina
$1.01M -$1.33M -15,723 -56%
SW
304
SlateStone Wealth
Florida
$997K -$19.8K -234 -2%
Public Employees Retirement Association of Colorado
305
Public Employees Retirement Association of Colorado
Colorado
$980K -$34.1K -403 -3%
LIP
306
Lighthouse Investment Partners
Florida
$968K +$663K +7,831 +196%
HAG
307
HighPoint Advisor Group
Illinois
$965K +$1.86K +22 +0.2%
MCM
308
Manchester Capital Management
Vermont
$945K +$1.52K +18 +0.2%
AIP
309
Ameritas Investment Partners
Nebraska
$933K +$592 +7 +0.1%
Lido Advisors
310
Lido Advisors
California
$930K -$55.3K -654 -5%
Pacer Advisors
311
Pacer Advisors
Pennsylvania
$923K +$101K +1,195 +12%
CC
312
Centiva Capital
New York
$910K +$374K +4,422 +66%
SA
313
SRN Advisors
Pennsylvania
$908K – – –
Capital Fund Management (CFM)
314
Capital Fund Management (CFM)
France
$893K -$94.3K -1,114 -9%
Nordea Investment Management
315
Nordea Investment Management
Sweden
$891K +$55.6K +657 +6%
JFGIW
316
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$869K +$184K +2,169 +26%
EMPI
317
Elo Mutual Pension Insurance
Finland
$857K -$54.4K -643 -6%
Rafferty Asset Management
318
Rafferty Asset Management
New York
$851K +$15.1K +179 +2%
GIBU
319
Gulf International Bank (UK)
United Kingdom
$848K -$37.2K -440 -4%
OPERF
320
Oregon Public Employees Retirement Fund
Oregon
$845K -$10.4K -123 -1%
TRSOTSOK
321
Teachers Retirement System of the State of Kentucky
Kentucky
$830K – – –
QCM
322
QRG Capital Management
Illinois
$815K +$22K +260 +3%
DADC
323
D.A. Davidson & Co
Montana
$783K +$7.96K +94 +1%
CCM
324
Cinctive Capital Management
New York
$768K +$795K +9,396 New
MSRPS
325
Maryland State Retirement & Pension System
Maryland
$766K – – –
11 12
13
14 15

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.