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

Top Sellers

1
BlackRock
BlackRock
New York
$721M
2
Bessemer Group
Bessemer Group
New Jersey
$2.42M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18M
4
Amundi
Amundi
France
$112M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
376
New Mexico Educational Retirement Board
New Mexico
$503K – – –
DBIA
377
Dumont & Blake Investment Advisors
New Jersey
$497K +$248K +3,038 +100%
Allspring Global Investments
378
Allspring Global Investments
North Carolina
$495K -$346K -4,232 -41%
GWP
379
Gen-Wealth Partners
Michigan
$494K +$37.9K +464 +8%
MGP
380
Metis Global Partners
California
$493K +$3.19K +39 +0.7%
BAM
381
Bosun Asset Management
Illinois
$491K – – –
IA
382
IFP Advisors
Florida
$488K +$226K +2,766 +86%
BTI
383
Blue Trust Inc
Georgia
$484K +$111K +1,245 +30%
ABLA
384
Alan B. Lancz & Associates
Ohio
$474K +$474K +5,800 New
GT
385
Greenleaf Trust
Michigan
$474K +$491 +6 +0.1%
FHB
386
First Hawaiian Bank
Hawaii
$463K -$10.3K -126 -2%
BCV
387
Banque Cantonale Vaudoise
Switzerland
$459K -$13.1K -160 -3%
DF
388
Donoghue Forlines
Massachusetts
$454K +$22.8K +279 +5%
BHCM
389
Brevan Howard Capital Management
Jersey
$439K -$519K -6,350 -54%
Bank Julius Baer & Co
390
Bank Julius Baer & Co
Switzerland
$433K -$322K -3,538 -43%
SIM
391
Sentry Investment Management
Wisconsin
$429K -$87.9K -1,076 -17%
BA
392
Bridgewater Associates
Connecticut
$427K +$28.7K +351 +7%
FDCDDQ
393
Federation des caisses Desjardins du Quebec
Quebec, Canada
$424K -$5.73K -70 -1%
RIM
394
Rakuten Investment Management
Japan
$422K +$151K +1,846 +56%
KPWS
395
Kestra Private Wealth Services
Texas
$417K -$130K -1,586 -24%
KIG
396
Kessler Investment Group
Indiana
$416K +$14.1K +173 +4%
HWAM
397
Hennion & Walsh Asset Management
New Jersey
$415K – – –
EOJOAM
398
E. Ohman J:or Asset Management
Sweden
$409K – – –
EFI
399
EHP Funds Inc
Canada
$409K +$409K +5,000 New
LP
400
LMR Partners
United Kingdom
$408K +$408K +4,994 New
14 15
16
17 18