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A.O. Smith
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Overview Fund Activity

633 hedge funds and large institutions have $7.54B invested in A.O. Smith in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 212 increasing their positions, 241 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
-13
Holders Change %
-2.01%
% of All Funds
8.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
93
Increased
212
Reduced
241
Closed
95
Calls
$55.3M
Puts
$15.5M
Net Calls
+$39.8M
Net Calls Change
-$17.7M

Top Buyers

1
Invesco
1
Invesco
Georgia
$321M
2
UBS Group
2
UBS Group
Switzerland
$85M
3
KBC Group
3
KBC Group
Belgium
$112M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$42.8M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$179M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$1.37M
2
SP
2
Sarasin & Partners
United Kingdom
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.27M
4
Select Equity Group
4
Select Equity Group
New York
$228M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
376
Gen-Wealth Partners
Michigan
$502K +$75.1K +1,101 +18%
SCA
377
Snowden Capital Advisors
New York
$497K +$23.5K +345 +5%
HIMCH
378
Hartford Investment Management Co (HIMCO)
Connecticut
$492K -$23.7K -347 -5%
SB
379
Simmons Bank
Arkansas
$491K – – –
OAM
380
Oppenheimer Asset Management
New York
$486K +$2.05K +30 +0.4%
SS
381
SBI Securities
Japan
$486K +$486K +7,130 New
SCM
382
Sterling Capital Management
North Carolina
$486K +$176K +2,578 +57%
QL
383
Quarry LP
New York
$479K +$479K +7,028 New
CGH
384
Crossmark Global Holdings
Texas
$478K -$1.36K -20 -0.3%
BPC
385
Bryce Point Capital
New York
$472K +$472K +6,925 New
MSRPS
386
Maryland State Retirement & Pension System
Maryland
$468K – – –
GI
387
Gradient Investments
Minnesota
$467K – – –
Cambridge Investment Research Advisors
388
Cambridge Investment Research Advisors
Iowa
$466K -$574K -8,415 -55%
TRCT
389
Tower Research Capital (TRC)
New York
$459K +$257K +3,766 +127%
GXJ
390
Global X Japan
Japan
$459K +$102K +1,502 +29%
PAG
391
Private Advisor Group
New Jersey
$457K +$253K +3,712 +124%
BTI
392
Blue Trust Inc
Georgia
$449K -$84.7K -1,242 -16%
SFG
393
SevenBridge Financial Group
Pennsylvania
$448K -$9.9K -150 -2%
DWP
394
Daymark Wealth Partners
Ohio
$437K +$8.73K +128 +2%
LSERS
395
Louisiana State Employees Retirement System
Louisiana
$437K -$27.3K -400 -6%
GSEP
396
Golden State Equity Partners
California
$435K -$108K -1,578 -20%
SAM
397
Securian Asset Management
Minnesota
$433K -$11.9K -174 -3%
BCM
398
Buckhead Capital Management
Georgia
$426K – – –
PAS
399
Park Avenue Securities
New York
$422K +$2.39K +35 +0.6%
Canada Pension Plan Investment Board
400
Canada Pension Plan Investment Board
Ontario, Canada
$416K -$4.62M -67,700 -92%
14 15
16
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