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A.O. Smith
AOS

Overview Fund Activity

637 hedge funds and large institutions have $9.07B invested in A.O. Smith in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 241 increasing their positions, 242 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
-15
Holders Change %
-2.3%
% of All Funds
9.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
59
Increased
241
Reduced
242
Closed
64
Calls
$71.1M
Puts
$16M
Net Calls
+$55.1M
Net Calls Change
+$16.1M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$42.3M
2
Invesco
2
Invesco
Georgia
$281M
3
Select Equity Group
3
Select Equity Group
New York
$315M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.4M
5
JCM
5
Junto Capital Management
New York
$28.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$721M
2
Bessemer Group
2
Bessemer Group
New Jersey
$2.42M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$18M
4
Amundi
4
Amundi
France
$112M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSU
326
Mizuho Securities USA
New York
$762K +$762K +9,316 New
PFG
327
PAX Financial Group
Texas
$754K -$43K -526 -5%
QI
328
Qtron Investments
Massachusetts
$749K – – –
KRS
329
Kentucky Retirement Systems
Kentucky
$744K -$18.5K -226 -2%
UAS
330
United Asset Strategies
New York
$734K -$96.5K -1,180 -12%
IC
331
IEQ Capital
California
$729K +$8.02K +98 +1%
MML Investors Services
332
MML Investors Services
Massachusetts
$718K -$129K -1,575 -15%
HSA
333
HBK Sorce Advisory
Pennsylvania
$716K -$29.4K -359 -4%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$715K +$37.7K +461 +6%
JGUA
335
John G. Ullman & Associates
New York
$711K – – –
LTAS
336
Linden Thomas Advisory Services
North Carolina
$710K +$4.33K +53 +0.6%
TFS
337
Thoroughbred Financial Services
Tennessee
$699K +$699K +8,549 New
AT
338
Arlington Trust
Alabama
$685K – – –
GSEP
339
Golden State Equity Partners
California
$682K +$682K +8,334 New
AAS
340
Avantax Advisory Services
Texas
$680K +$343K +4,194 +102%
SFSG
341
Sound Financial Strategies Group
Mississippi
$671K +$16.7K +204 +3%
Janus Henderson Group
342
Janus Henderson Group
United Kingdom
$663K -$51.3K -627 -7%
Allianz Asset Management
343
Allianz Asset Management
Germany
$651K -$206K -2,525 -24%
IAA
344
Independent Advisor Alliance
North Carolina
$650K -$5.32K -65 -0.8%
OP
345
ORG Partners
Indiana
$645K +$596K +7,433 +1,215%
PIM
346
Plato Investment Management
Australia
$642K – – –
CIM
347
Contravisory Investment Management
Massachusetts
$638K +$33K +403 +5%
CA
348
Claro Advisors
Massachusetts
$638K +$638K +7,799 New
BHPW
349
Beverly Hills Private Wealth
California
$637K -$43.1K -527 -6%
HIMCH
350
Hartford Investment Management Co (HIMCO)
Connecticut
$626K -$17.3K -211 -3%
12 13
14
15 16