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A.O. Smith

642 hedge funds and large institutions have $7.55B invested in A.O. Smith in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 216 increasing their positions, 242 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $55.3M | Put options by funds: $15.5M

1% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 95

0.64% more ownership

Funds ownership: 91.67%92.31% (+0.64%)

2% less funds holding

Funds holding: 652642 (-10)

11% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 242

23% less capital invested

Capital invested by funds: $9.87B → $7.55B (-$2.32B)

Holders
642
Holders Change
-10
Holders Change %
-1.53%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
96
Increased
216
Reduced
242
Closed
95
Calls
$55.3M
Puts
$15.5M
Net Calls
+$39.8M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
451
First Horizon Advisors
Tennessee
$284K -$833 -11 -0.3%
PF
452
Phoenix Financial
Israel
$282K -$9.47K -125 -3%
CBUSF
453
Construction & Building Unions Superannuation Fund
Australia
$280K +$311K +4,100 New
VSQM
454
V-Square Quantitative Management
Illinois
$279K +$36.5K +482 +13%
SAI
455
Savvy Advisors Inc
New York
$275K -$4.47K -59 -1%
TMAM
456
Tokio Marine Asset Management
Japan
$273K
JIC
457
Joel Isaacson & Co
New York
$273K
MGP
458
Metis Global Partners
California
$272K -$183K -2,417 -38%
IC
459
IEQ Capital
California
$270K -$450K -5,939 -60%
NB
460
Nicolet Bankshares
Wisconsin
$266K
MFIM
461
Mesirow Financial Investment Management
Illinois
$259K +$1.21K +16 +0.4%
NMIMC
462
Northwestern Mutual Investment Management Company
Wisconsin
$258K -$1.51K -20 -0.5%
PW
463
PUREfi Wealth
Massachusetts
$252K +$280K +3,691 New
BC
464
Burney Company
Virginia
$249K +$76 +1 +0%
HR
465
Hardy Reed
Mississippi
$247K
First Manhattan
466
First Manhattan
New York
$245K -$57.4K -758 -17%
PI
467
PFG Investments
New York
$238K -$6.59K -87 -2%
EC
468
EntryPoint Capital
New York
$237K +$264K +3,480 New
OQS
469
Occudo Quantitative Strategies
Florida
$236K +$262K +3,455 New
AA
470
Advisory Alpha
Michigan
$236K +$20.8K +274 +9%
ECM
471
Everence Capital Management
Indiana
$235K +$261K +3,450 New
SI
472
Stephens Inc
Arkansas
$234K
TW
473
Trajan Wealth
Arizona
$232K +$25.1K +332 +11%
AC
474
Allstate Corporation
Illinois
$232K +$258K +3,403 New
FFA
475
Founders Financial Alliance
North Carolina
$231K +$70.8K +935 +38%

AOS Hedge Fund Activity: Q4 2024 in Review

642 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2024, worth a combined $7.55B — down 23% from $9.87B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new AOS positions and 95 closed out — a net gain of 1 holder — while 216 added to existing stakes and 242 trimmed.

The largest buyer was Invesco, adding an estimated $75.4M. The largest seller was Macquarie Group, cutting an estimated $120M.

  • 642 institutional investors held A.O. Smith (AOS) as of Q4 2024, down from 652 in Q3 2024.
  • Funds reported $7.55B of A.O. Smith stock for Q4 2024, down 23% quarter-over-quarter.
  • 96 funds opened new A.O. Smith positions in Q4 2024 and 95 closed out, a net change of +1 holder.
  • The largest A.O. Smith buyer in Q4 2024 was Invesco, an estimated $75.4M added.
  • The largest A.O. Smith seller in Q4 2024 was Macquarie Group, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2024.