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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
Goldman Sachs
26
Goldman Sachs
New York
$53.6M +$8.47M +111,889 +17%
BTW
27
Boston Trust Walden
Massachusetts
$53M +$1.63M +21,503 +3%
VF
28
Vest Financial
Virginia
$52.5M +$11.3M +149,113 +24%
Deutsche Bank
29
Deutsche Bank
Germany
$50.3M +$10.1M +132,923 +22%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$48.8M -$1.36M -17,907 -2%
UBS AM
31
UBS AM
Illinois
$45.7M -$2.06M -27,146 -4%
JP Morgan Chase
32
JP Morgan Chase
New York
$43M -$7.9M -104,360 -14%
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$42.8M +$33.6M +444,307 +243%
WF
34
Welch & Forbes
Massachusetts
$38.8M +$167K +2,210 +0.4%
Legal & General Group
35
Legal & General Group
United Kingdom
$37.4M -$7.1M -93,758 -15%
Millennium Management
36
Millennium Management
New York
$37.3M +$23.7M +312,492 +133%
ACA
37
Anchor Capital Advisors
Massachusetts
$36.8M -$9.56M -126,270 -19%
Caisse de Depot et Placement du Quebec (CDPQ)
38
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$36.5M -$17.2M -226,740 -30%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$36.1M -$3.04M -40,196 -7%
Vontobel Holding
40
Vontobel Holding
Switzerland
$34M -$57K -752 -0.2%
Fidelity International
41
Fidelity International
Bermuda
$33.5M +$140K +1,855 +0.4%
BFM
42
Boston Financial Management
Massachusetts
$32.8M -$2.94M -38,781 -7%
AllianceBernstein
43
AllianceBernstein
Tennessee
$31.6M +$4.75M +62,768 +16%
AQR Capital Management
44
AQR Capital Management
Connecticut
$28.9M +$3.36M +44,403 +12%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$28.4M -$14.6M -193,316 -32%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$26.8M +$4.23M +55,848 +17%
Federated Hermes
47
Federated Hermes
Pennsylvania
$26.2M +$3.46M +45,643 +13%
SIC
48
Schwartz Investment Counsel
Michigan
$25.6M +$5.29M +69,800 +23%
NC
49
Nicholas Company
Wisconsin
$24.3M +$4.98M +65,735 +23%
Wells Fargo
50
Wells Fargo
California
$24.2M -$6.67M -88,048 -20%

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.