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A.O. Smith
AOS

Overview Fund Activity

636 hedge funds and large institutions have $9.07B invested in A.O. Smith in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 241 increasing their positions, 241 reducing their positions, and 64 closing their positions.

Holders
636
Holders Change
-15
Holders Change %
-2.3%
% of All Funds
9.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
59
Increased
241
Reduced
241
Closed
64
Calls
$71.1M
Puts
$16M
Net Calls
+$55.1M
Net Calls Change
+$16.1M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$42.3M
2
Invesco
2
Invesco
Georgia
$281M
3
Select Equity Group
3
Select Equity Group
New York
$315M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.4M
5
JCM
5
Junto Capital Management
New York
$28.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$721M
2
Bessemer Group
2
Bessemer Group
New Jersey
$2.42M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$18M
4
Amundi
4
Amundi
France
$112M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RS
26
Robeco Schweiz
Switzerland
$74.5M -$3.21M -39,266 -4%
Ameriprise
27
Ameriprise
Minnesota
$73.7M -$9.69M -118,489 -12%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$64.6M -$19.4M -237,544 -23%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$62.5M -$152K -1,854 -0.2%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$61.9M +$756K +9,247 +1%
BTW
31
Boston Trust Walden
Massachusetts
$61.7M +$2.38M +29,094 +4%
Goldman Sachs
32
Goldman Sachs
New York
$57.7M +$257K +3,143 +0.4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$56M -$8.14M -99,509 -13%
UBS AM
34
UBS AM
Illinois
$55.8M +$23.3M +284,431 +72%
ACA
35
Anchor Capital Advisors
Massachusetts
$55.5M -$8.49M -103,793 -13%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$53.2M -$5.7M -69,756 -10%
Mitsubishi UFJ Trust & Banking
37
Mitsubishi UFJ Trust & Banking
Japan
$52.9M -$1.8M -22,024 -3%
Legal & General Group
38
Legal & General Group
United Kingdom
$52.2M +$1.09M +13,346 +2%
CWG
39
C WorldWide Group
Denmark
$51.4M – – –
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$48.9M -$8.93M -109,172 -15%
WF
41
Welch & Forbes
Massachusetts
$45.3M +$98.8K +1,216 +0.2%
BFM
42
Boston Financial Management
Massachusetts
$44.3M +$119K +1,457 +0.3%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$42.3M +$42.3M +517,382 New
VF
44
Vest Financial
Virginia
$42M +$3.74M +45,680 +10%
Vontobel Holding
45
Vontobel Holding
Switzerland
$41.5M +$1.26M +15,355 +3%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$40M +$153K +1,875 +0.4%
Deutsche Bank
47
Deutsche Bank
Germany
$39.9M -$2.44M -29,878 -6%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$39.8M -$6.31M -77,140 -14%
AQR Capital Management
49
AQR Capital Management
Connecticut
$38.3M -$11.3M -137,799 -23%
AllianceBernstein
50
AllianceBernstein
Tennessee
$36.5M +$8.69M +106,263 +31%
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