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A.O. Smith
AOS

Overview Fund Activity

646 hedge funds and large institutions have $9.74B invested in A.O. Smith in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 207 increasing their positions, 272 reducing their positions, and 60 closing their positions.

Holders
646
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
9.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
74
Increased
207
Reduced
272
Closed
60
Calls
$84.5M
Puts
$26.9M
Net Calls
+$57.5M
Net Calls Change
+$2.43M

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$78.8M
2
Amundi
2
Amundi
France
$158M
3
Select Equity Group
3
Select Equity Group
New York
$379M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$68.4M
5
State Street
5
State Street
Massachusetts
$694M

Top Sellers

1
RS
1
Robeco Schweiz
Switzerland
$29.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$11.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.93M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
401
Virtu Financial
New York
$410K +$154K +1,713 +60%
SCM
402
Sterling Capital Management
North Carolina
$408K +$408K +4,546 New
FT
403
Fiduciary Trust
Massachusetts
$401K – – –
First Manhattan
404
First Manhattan
New York
$391K – – –
SC
405
Savant Capital
Illinois
$388K -$1.83M -20,379 -82%
EF
406
Empirical Finance
Pennsylvania
$388K +$6.92K +77 +2%
AWS
407
Atria Wealth Solutions
New York
$385K -$5.21K -58 -1%
PF
408
Phoenix Financial
Israel
$384K -$31.4K -349 -8%
SG Americas Securities
409
SG Americas Securities
New York
$382K -$2.54M -28,279 -87%
VI
410
Versor Investments
New York
$377K -$216K -2,400 -36%
FHA
411
First Horizon Advisors
Tennessee
$375K +$2.16K +24 +0.6%
CM
412
Crestline Management
Texas
$368K +$368K +4,102 New
SAI
413
Savvy Advisors Inc
New York
$367K -$1.44K -16 -0.4%
RWM
414
Revisor Wealth Management
Ohio
$367K +$11.9K +132 +3%
PWPS
415
Pinnacle Wealth Planning Services
Ohio
$360K +$2.52K +28 +0.7%
TMAM
416
Tokio Marine Asset Management
Japan
$360K +$39K +434 +12%
JIC
417
Joel Isaacson & Co
New York
$359K -$7.91K -88 -2%
GT
418
Glenmede Trust
Pennsylvania
$359K +$14.6K +163 +4%
PCM
419
Prelude Capital Management
New York
$353K -$88.1K -981 -20%
OR
420
Olympiad Research
Connecticut
$353K -$83.5K -930 -19%
CAPTRUST Financial Advisors
421
CAPTRUST Financial Advisors
North Carolina
$352K -$2.52K -28 -0.7%
NB
422
Nicolet Bankshares
Wisconsin
$350K -$3.5K -39 -1%
EI
423
Ellevest Inc
New York
$350K -$27K -301 -7%
FFA
424
Florida Financial Advisors
Florida
$347K +$43.2K +458 +14%
IF
425
Insight Folios
North Carolina
$346K +$5.84K +65 +2%
15 16
17
18 19