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A.O. Smith
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Overview Fund Activity

646 hedge funds and large institutions have $9.74B invested in A.O. Smith in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 207 increasing their positions, 272 reducing their positions, and 60 closing their positions.

Holders
646
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
9.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
74
Increased
207
Reduced
272
Closed
60
Calls
$84.5M
Puts
$26.9M
Net Calls
+$57.5M
Net Calls Change
+$2.43M

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$78.8M
2
Amundi
2
Amundi
France
$158M
3
Select Equity Group
3
Select Equity Group
New York
$379M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$68.4M
5
State Street
5
State Street
Massachusetts
$694M

Top Sellers

1
RS
1
Robeco Schweiz
Switzerland
$29.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$11.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.93M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTPPB
476
Ontario Teachers' Pension Plan Board
Ontario, Canada
$254K -$4.29M -47,768 -94%
DC
477
Davenport & Co
Virginia
$253K -$13.1K -146 -5%
I
478
InceptionR
California
$252K +$252K +2,807 New
SWM
479
SeaCrest Wealth Management
New York
$251K -$2.96K -33 -1%
EWA
480
EP Wealth Advisors
California
$248K -$898 -10 -0.4%
WG
481
Welch Group
Alabama
$247K – – –
MG
482
Mather Group
Illinois
$246K -$1.08K -12 -0.4%
CF
483
Copperwynd Financial
Arizona
$244K -$21.4K -238 -8%
MGIA
484
Moneta Group Investment Advisors
Missouri
$244K +$1.17K +13 +0.5%
GI
485
GAMMA Investing
California
$244K +$17.7K +197 +8%
UCFA
486
United Capital Financial Advisors
Texas
$243K -$8.44K -94 -3%
Focus Partners Wealth
487
Focus Partners Wealth
Massachusetts
$242K +$242K +2,699 New
CAMG
488
CWA Asset Management Group
Florida
$240K +$240K +2,672 New
JE
489
JMAC Enterprises
Pennsylvania
$239K – – –
BHCM
490
Brevan Howard Capital Management
Jersey
$238K -$244K -2,721 -51%
JWCA
491
J.W. Coons Advisors
Ohio
$238K – – –
FB
492
Fulton Bank
Pennsylvania
$235K -$4.31K -48 -2%
C
493
Covestor
United Kingdom
$232K +$180 +2 +0.1%
JF
494
Jump Financial
Illinois
$231K +$231K +2,572 New
WA
495
Wealth Alliance
New York
$229K -$3.68K -41 -2%
VA
496
Valmark Advisers
Ohio
$226K +$226K +2,515 New
JFL
497
Jarislowsky, Fraser Ltd
Quebec, Canada
$224K – – –
DAS
498
Dynamic Advisor Solutions
Arizona
$223K +$898 +10 +0.4%
TF
499
Trek Financial
Arizona
$223K +$223K +2,479 New
CWA
500
Clarus Wealth Advisors
Arizona
$222K -$2.56K -29 -1%
18 19
20
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