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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 %
UFF
451
USA Financial Formulas
Michigan
$279K -$18.1K -202 -6%
SSW
452
Smith Shellnut Wilson
Mississippi
$278K -$269 -3 -0.1%
TW
453
Trajan Wealth
Arizona
$276K +$19.9K +222 +8%
C
454
Certuity
Florida
$275K +$21.4K +238 +8%
RJT
455
Raymond James Trust
Florida
$274K +$2.88K +32 +1%
DBIA
456
Dumont & Blake Investment Advisors
New Jersey
$273K -$273K -3,038 -50%
CPA
457
Cardiff Park Advisors
California
$271K +$1.08K +12 +0.4%
IPW
458
Impact Partnership Wealth
Georgia
$270K -$6.83K -76 -2%
GIA
459
Gateway Investment Advisers
Ohio
$269K +$12.8K +142 +5%
PAG
460
Private Advisor Group
New Jersey
$268K +$268K +2,982 New
A
461
AlphaQuest
New York
$268K +$268K +2,979 New
KWA
462
Kingswood Wealth Advisors
California
$267K +$7.73K +86 +3%
VI
463
Vestcor Inc
New Brunswick, Canada
$267K – – –
TRCT
464
Tower Research Capital (TRC)
New York
$266K -$14.1K -157 -5%
WPC
465
Wedmont Private Capital
Pennsylvania
$265K -$1.23K -14 -0.5%
TAM
466
Townsend Asset Management
North Carolina
$264K +$1.08K +12 +0.4%
DF
467
Donoghue Forlines
Massachusetts
$263K -$236K -2,627 -47%
NPT
468
Nixon Peabody Trust
Massachusetts
$262K +$262K +2,916 New
EM
469
ELCO Management
New York
$262K +$262K +2,913 New
FHA
470
Flagship Harbor Advisors
Massachusetts
$259K +$259K +2,887 New
CI Investments Inc
471
CI Investments Inc
Ontario, Canada
$259K +$31.1K +347 +14%
FL
472
Fort LP
Maryland
$259K -$11K -123 -4%
KeyBank National Association
473
KeyBank National Association
Ohio
$258K -$11K -122 -4%
FTDI
474
First Trust Direct Indexing
Massachusetts
$256K +$256K +2,851 New
BRWA
475
B. Riley Wealth Advisors
Florida
$255K +$89 +1 +0%
17 18
19
20 21