A.O. Smith
AOS
652 hedge funds and large institutions have $9.87B invested in A.O. Smith in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 209 increasing their positions, 275 reducing their positions, and 60 closing their positions.
213% more call options, than puts
Call options by funds: $84.5M | Put options by funds: $26.9M
23% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 60
9% more capital invested
Capital invested by funds: $9.08B → $9.87B (+$794M)
2% more funds holding
Funds holding: 641 → 652 (+11)
0.23% less ownership
Funds ownership: 91.9% → 91.67% (-0.23%)
24% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 275
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sarasin & Partners
London,
United Kingdom
|
+$72.6M |
| 2 |
Amundi
Paris,
France
|
+$33.8M |
| 3 |
Select Equity Group
New York
|
+$30.5M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$30.3M |
| 5 |
State Street
Boston,
Massachusetts
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$48.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$36.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$32.6M |
| 4 |
Renaissance Technologies
New York
|
-$30.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$28.4M |
AOS Hedge Fund Activity: Q3 2024 in Review
652 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2024, worth a combined $9.87B — up 8.7% from $9.08B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new AOS positions and 60 closed out — a net gain of 14 holders — while 209 added to existing stakes and 275 trimmed.
The largest buyer was Sarasin & Partners, opening a new position worth an estimated $72.6M. The largest seller was Robeco Schweiz, cutting an estimated $48.3M.
- 652 institutional investors held A.O. Smith (AOS) as of Q3 2024, up from 641 in Q2 2024.
- Funds reported $9.87B of A.O. Smith stock for Q3 2024, up 8.7% quarter-over-quarter.
- 74 funds opened new A.O. Smith positions in Q3 2024 and 60 closed out, a net change of +14 holders.
- The largest A.O. Smith buyer in Q3 2024 was Sarasin & Partners, an estimated $72.6M added.
- The largest A.O. Smith seller in Q3 2024 was Robeco Schweiz, an estimated $48.3M sold.
Based on aggregated 13F filings for Q3 2024.