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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.

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 %
Wealth Enhancement Advisory Services
426
Wealth Enhancement Advisory Services
Minnesota
$341K -$7.71K -113 -2%
EOJOAM
427
E. Ohman J:or Asset Management
Sweden
$341K – – –
FAIM
428
Financial Advocates Investment Management
Washington
$338K +$85.6K +1,255 +34%
ACA
429
Aptus Capital Advisors
Alabama
$332K +$332K +4,864 New
NB
430
Norinchukin Bank
Japan
$327K +$8.94K +131 +3%
IWC
431
Integrated Wealth Concepts
Massachusetts
$322K +$103K +1,513 +47%
KIG
432
Kessler Investment Group
Indiana
$321K -$23.1K -339 -7%
AWS
433
Atria Wealth Solutions
New York
$320K +$28K +410 +10%
RWB
434
RMR Wealth Builders
New Jersey
$320K +$1.23K +18 +0.4%
AC
435
Aristides Capital
Kentucky
$308K +$308K +4,512 New
CCM
436
Coldstream Capital Management
Washington
$308K +$49.3K +723 +19%
SF
437
Summit Financial
New Jersey
$306K +$139K +2,041 +83%
FT
438
Fiduciary Trust
Massachusetts
$304K – – –
SC
439
Savant Capital
Illinois
$303K +$7.78K +114 +3%
SPA
440
Sherbrooke Park Advisers
New York
$302K +$302K +4,433 New
I
441
InceptionR
California
$295K +$103K +1,513 +54%
EF
442
Empirical Finance
Pennsylvania
$291K -$3.27K -48 -1%
GT
443
Glenmede Trust
Pennsylvania
$289K +$16.9K +248 +6%
SOW
444
State of Wyoming
Wyoming
$286K +$286K +4,188 New
T. Rowe Price Investment Management
445
T. Rowe Price Investment Management
Maryland
$285K -$91.8K -1,344 -24%
FHA
446
First Horizon Advisors
Tennessee
$284K -$750 -11 -0.3%
PF
447
Phoenix Financial
Israel
$282K -$8.53K -125 -3%
CBUSF
448
Construction & Building Unions Superannuation Fund
Australia
$280K +$280K +4,100 New
VSQM
449
V-Square Quantitative Management
Illinois
$279K +$32.9K +482 +13%
SAI
450
Savvy Advisors Inc
New York
$275K -$4.02K -59 -1%
16 17
18
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