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A.O. Smith
AOS

Overview Fund Activity

637 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, 242 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
-15
Holders Change %
-2.3%
% of All Funds
9.27%
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
242
Closed
64
Calls
$71.1M
Puts
$16M
Net Calls
+$55.1M
Net Calls Change
+$16.1M

Top Buyers

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

Top Sellers

1
BlackRock
BlackRock
New York
$721M
2
Bessemer Group
Bessemer Group
New Jersey
$2.42M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18M
4
Amundi
Amundi
France
$112M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
476
Trillium Asset Management
Massachusetts
$243K -$93.2K -1,138 -28%
DC
477
Davenport & Co
Virginia
$242K +$8.42K +103 +4%
TAM
478
Townsend Asset Management
North Carolina
$239K +$818 +10 +0.3%
KWA
479
Kingswood Wealth Advisors
California
$236K -$8.59K -105 -4%
VF
480
Virtu Financial
New York
$234K +$234K +2,856 New
TW
481
Trajan Wealth
Arizona
$233K -$15.2K -186 -6%
GIA
482
Gateway Investment Advisers
Ohio
$233K +$36.4K +445 +19%
BRWA
483
B. Riley Wealth Advisors
Florida
$233K -$91.9K -1,124 -28%
Envestnet Portfolio Solutions
484
Envestnet Portfolio Solutions
Illinois
$232K +$232K +2,835 New
C
485
Certuity
Florida
$231K +$24.5K +300 +12%
SWM
486
SeaCrest Wealth Management
New York
$231K +$6.13K +75 +3%
IWM
487
IHT Wealth Management
Illinois
$230K -$8.1K -99 -3%
UCFA
488
United Capital Financial Advisors
Texas
$229K -$736 -9 -0.3%
FTWA
489
Fifth Third Wealth Advisors
Ohio
$229K +$229K +2,798 New
LCWP
490
Legacy Capital Wealth Partners
Arkansas
$228K +$228K +2,782 New
EWA
491
EP Wealth Advisors
California
$227K +$2.29K +28 +1%
WG
492
Welch Group
Alabama
$225K +$225K +2,754 New
MGIA
493
Moneta Group Investment Advisors
Missouri
$221K -$409 -5 -0.2%
FB
494
Fulton Bank
Pennsylvania
$218K +$10.1K +124 +5%
JE
495
JMAC Enterprises
Pennsylvania
$217K – – –
JWCA
496
J.W. Coons Advisors
Ohio
$216K – – –
SF
497
Summit Financial
New Jersey
$213K +$213K +2,606 New
WA
498
Wealth Alliance
New York
$212K -$12K -147 -5%
CWA
499
Clarus Wealth Advisors
Arizona
$211K +$8.38K +101 +4%
SP
500
Symmetry Partners
Connecticut
$211K -$26.8K -328 -11%
18 19
20
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