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A.O. Smith
AOS

Overview Fund Activity

652 hedge funds and large institutions have $10.2B invested in A.O. Smith in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 221 increasing their positions, 259 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+24
Holders Change %
+3.82%
% of All Funds
9.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
87
Increased
221
Reduced
259
Closed
54
Calls
$59.3M
Puts
$20.3M
Net Calls
+$39M
Net Calls Change
+$15.8M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$309M
2
BlackRock
BlackRock
New York
$946M
3
First Trust Advisors
First Trust Advisors
Illinois
$178M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$64.4M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$303M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$161M
2
Millennium Management
Millennium Management
New York
$10.4M
3
Amundi
Amundi
France
$158M
4
Bessemer Group
Bessemer Group
New Jersey
$70.2M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
501
LGT Financial Advisors
Texas
$237K -$9.31K -104 -4%
JWCA
502
J.W. Coons Advisors
Ohio
$237K – – –
WANY
503
Wealthspire Advisors (New York)
New York
$232K -$33.5K -375 -13%
FL
504
Fort LP
Maryland
$232K +$232K +2,589 New
TF
505
Trek Financial
Arizona
$231K +$231K +2,580 New
FB
506
Fulton Bank
Pennsylvania
$227K -$16.2K -181 -7%
C
507
Certuity
Florida
$226K +$226K +2,526 New
SP
508
Systematic Portfolios
New York
$225K +$225K +2,519 New
CI Investments Inc
509
CI Investments Inc
Ontario, Canada
$225K +$32.2K +360 +17%
JFL
510
Jarislowsky, Fraser Ltd
Quebec, Canada
$223K – – –
DAS
511
Dynamic Advisor Solutions
Arizona
$218K +$218K +2,435 New
Lazard Asset Management
512
Lazard Asset Management
New York
$216K +$173K +1,932 +398%
ST
513
Somerset Trust
Pennsylvania
$216K -$5.37K -60 -2%
GIA
514
Gateway Investment Advisers
Ohio
$215K +$215K +2,402 New
TA
515
TFG Advisers
Michigan
$215K +$215K +2,400 New
SCI
516
S&CO Inc
Massachusetts
$214K +$214K +2,400 New
DAS
517
Diversify Advisory Services
Utah
$212K +$212K +2,384 New
OMC
518
Old Mission Capital
Illinois
$212K +$212K +2,371 New
CWA
519
Clarus Wealth Advisors
Arizona
$209K -$4.7K -55 -2%
FFA
520
Founders Financial Alliance
North Carolina
$207K +$207K +2,316 New
AIMCA
521
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$206K +$206K +2,300 New
SOW
522
State of Wyoming
Wyoming
$205K +$61.3K +685 +43%
CFGS
523
Concourse Financial Group Securities
Alabama
$201K +$12.6K +141 +7%
LSAG
524
Lake Street Advisors Group
New Hampshire
$201K +$201K +2,246 New
CAM
525
Cidel Asset Management
Ontario, Canada
$201K +$201K +2,245 New
19 20
21
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