AOS icon

A.O. Smith
AOS

Overview Fund Activity

647 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, 208 increasing their positions, 272 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
9.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
74
Increased
208
Reduced
272
Closed
60
Calls
$84.5M
Puts
$26.9M
Net Calls
+$57.5M
Net Calls Change
+$2.43M

Top Buyers

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

Top Sellers

1
RS
Robeco Schweiz
Switzerland
$29.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$11.1M
4
Renaissance Technologies
Renaissance Technologies
New York
$3.93M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
426
Insight Folios
North Carolina
$346K +$5.84K +65 +2%
NMIMC
427
Northwestern Mutual Investment Management Company
Wisconsin
$342K -$3.77K -42 -1%
MFIM
428
Mesirow Financial Investment Management
Illinois
$340K +$2.34K +26 +0.7%
CCM
429
Coldstream Capital Management
Washington
$339K +$27K +302 +9%
GWM
430
Gitterman Wealth Management
New Jersey
$337K -$26.9K -299 -7%
FAIM
431
Financial Advocates Investment Management
Washington
$332K +$6.11K +68 +2%
IWM
432
IHT Wealth Management
Illinois
$330K +$77.4K +864 +31%
BC
433
Burney Company
Virginia
$328K -$90.5K -1,008 -22%
HR
434
Hardy Reed
Mississippi
$325K +$325K +3,620 New
VSQM
435
V-Square Quantitative Management
Illinois
$324K +$48.8K +543 +18%
MPM
436
MBB Public Markets
Illinois
$323K -$516K -5,748 -61%
PCM
437
Penserra Capital Management
California
$322K -$8.44K -94 -3%
PI
438
PFG Investments
New York
$321K +$5.12K +57 +2%
KRSITF
439
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$319K -$30.9K -344 -9%
SI
440
Stephens Inc
Arkansas
$308K -$5.66K -63 -2%
DFCM
441
Dark Forest Capital Management
Puerto Rico
$306K +$306K +3,403 New
LIM
442
Loudon Investment Management
New Hampshire
$305K – – –
AIC
443
Archer Investment Corporation
Indiana
$302K +$302K +3,365 New
AC
444
Arjuna Capital
North Carolina
$302K -$811K -9,032 -73%
GAM
445
GEM Asset Management
Michigan
$298K – – –
MAS
446
Meeder Advisory Services
Ohio
$296K -$35.5K -395 -11%
OIA
447
OneDigital Investment Advisors
Kansas
$291K +$14K +156 +5%
IWC
448
Integrated Wealth Concepts
Massachusetts
$288K -$11K -123 -4%
AA
449
Advisory Alpha
Michigan
$286K +$286K +3,180 New
HI
450
Hudock Inc
Pennsylvania
$281K +$1.17K +13 +0.4%
16 17
18
19 20