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A.O. Smith

642 hedge funds and large institutions have $7.55B invested in A.O. Smith in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 216 increasing their positions, 242 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $55.3M | Put options by funds: $15.5M

1% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 95

0.64% more ownership

Funds ownership: 91.67%92.31% (+0.64%)

2% less funds holding

Funds holding: 652642 (-10)

11% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 242

23% less capital invested

Capital invested by funds: $9.87B → $7.55B (-$2.32B)

Holders
642
Holders Change
-10
Holders Change %
-1.53%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
96
Increased
216
Reduced
242
Closed
95
Calls
$55.3M
Puts
$15.5M
Net Calls
+$39.8M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
326
QRG Capital Management
Illinois
$772K +$51.8K +684 +6%
MSU
327
Mizuho Securities USA
New York
$770K +$266K +3,510 +45%
BPA
328
Beacon Pointe Advisors
California
$763K -$3.98M -52,600 -82%
EI
329
Ethic Inc
New York
$759K -$559K -7,387 -40%
Rafferty Asset Management
330
Rafferty Asset Management
New York
$759K +$81K +1,070 +11%
Pacer Advisors
331
Pacer Advisors
Pennsylvania
$757K -$3.56K -47 -0.4%
CB
332
Cadence Bank
Mississippi
$748K +$153K +2,025 +23%
CIG
333
CCM Investment Group
Minnesota
$746K +$831K +10,972 New
HAG
334
HighPoint Advisor Group
Illinois
$746K -$985 -13 -0.1%
Nordea Investment Management
335
Nordea Investment Management
Sweden
$740K
DFCM
336
Dark Forest Capital Management
Puerto Rico
$725K +$547K +7,219 +212%
Lido Advisors
337
Lido Advisors
California
$722K +$25.3K +334 +3%
Acadian Asset Management
338
Acadian Asset Management
Massachusetts
$720K +$303K +4,005 +61%
SA
339
SRN Advisors
Pennsylvania
$717K -$11.9K -157 -1%
DADC
340
D.A. Davidson & Co
Montana
$711K +$49.5K +654 +7%
OPERF
341
Oregon Public Employees Retirement Fund
Oregon
$699K +$757 +10 +0.1%
SLAM
342
Swiss Life Asset Management
$696K +$774K +10,217 New
SFSG
343
Sound Financial Strategies Group
Mississippi
$694K +$131K +1,732 +21%
LWM
344
Lionshead Wealth Management
New York
$692K +$768K +10,143 New
Truist Financial
345
Truist Financial
North Carolina
$680K -$228K -3,006 -23%
CAG
346
Cypress Advisory Group
Arizona
$677K +$751K +9,920 New
TC
347
TownSquare Capital
Utah
$675K +$750K +9,898 New
GIBU
348
Gulf International Bank (UK)
United Kingdom
$662K -$20.4K -270 -3%
MML Investors Services
349
MML Investors Services
Massachusetts
$648K +$20.1K +265 +3%
IAA
350
Independent Advisor Alliance
North Carolina
$638K +$72.9K +962 +11%

AOS Hedge Fund Activity: Q4 2024 in Review

642 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2024, worth a combined $7.55B — down 23% from $9.87B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new AOS positions and 95 closed out — a net gain of 1 holder — while 216 added to existing stakes and 242 trimmed.

The largest buyer was Invesco, adding an estimated $75.4M. The largest seller was Macquarie Group, cutting an estimated $120M.

  • 642 institutional investors held A.O. Smith (AOS) as of Q4 2024, down from 652 in Q3 2024.
  • Funds reported $7.55B of A.O. Smith stock for Q4 2024, down 23% quarter-over-quarter.
  • 96 funds opened new A.O. Smith positions in Q4 2024 and 95 closed out, a net change of +1 holder.
  • The largest A.O. Smith buyer in Q4 2024 was Invesco, an estimated $75.4M added.
  • The largest A.O. Smith seller in Q4 2024 was Macquarie Group, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2024.