AOS icon

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 %
PCM
401
Prelude Capital Management
New York
$402K -$40.5K -495 -9%
MM
402
MQS Management
New York
$399K +$399K +4,875 New
OR
403
Olympiad Research
Connecticut
$398K -$63.1K -772 -14%
GXJ
404
Global X Japan
Japan
$395K -$26.3K -321 -6%
NA
405
NewEdge Advisors
Louisiana
$393K -$31.3K -383 -7%
Wolverine Trading
406
Wolverine Trading
Illinois
$387K -$322K -3,935 -45%
RWB
407
RMR Wealth Builders
New Jersey
$382K – – –
BC
408
Burney Company
Virginia
$381K -$9.81K -120 -3%
Public Sector Pension Investment Board (PSP Investments)
409
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$380K +$150K +1,836 +65%
PF
410
Phoenix Financial
Israel
$378K +$7.37K +90 +2%
FT
411
Fiduciary Trust
Massachusetts
$365K -$14.1K -173 -4%
CWM
412
Cornerstone Wealth Management
Missouri
$365K +$41.9K +512 +13%
AAS
413
Ameritas Advisory Services
Nebraska
$362K +$4.91K +60 +1%
MCM
414
MAI Capital Management
Ohio
$358K -$26.3K -322 -7%
First Manhattan
415
First Manhattan
New York
$356K – – –
AWS
416
Atria Wealth Solutions
New York
$355K +$5.07K +62 +1%
EF
417
Empirical Finance
Pennsylvania
$347K -$30.7K -375 -8%
EI
418
Ellevest Inc
New York
$343K -$3.27K -40 -0.9%
NB
419
Norinchukin Bank
Japan
$343K +$9.9K +121 +3%
T. Rowe Price Investment Management
420
T. Rowe Price Investment Management
Maryland
$342K +$122K +1,494 +56%
SQA
421
Simon Quick Advisors
New Jersey
$340K +$340K +4,157 New
FHA
422
First Horizon Advisors
Tennessee
$339K +$491 +6 +0.1%
RCA
423
Resonant Capital Advisors
Wisconsin
$339K +$2.13K +26 +0.6%
SAI
424
Savvy Advisors Inc
New York
$335K +$16.4K +200 +5%
JIC
425
Joel Isaacson & Co
New York
$334K – – –
15 16
17
18 19