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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
Norges Bank
1
Norges Bank
Norway
$0
2
RS
2
Robeco Schweiz
Switzerland
$29.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.4M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$11.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.93M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
501
Founders Financial Alliance
North Carolina
$221K 2,456 +2,456 New
WANY
502
Wealthspire Advisors (New York)
New York
$220K 2,454 +2 +0.1%
SF
503
Summit Financial
New Jersey
$220K 2,446 -160 -6%
LCWP
504
Legacy Capital Wealth Partners
Arkansas
$219K 2,437 -345 -12%
TA
505
TFG Advisers
Michigan
$216K 2,408 +2,408 New
LSAG
506
Lake Street Advisors Group
New Hampshire
$215K 2,396 +2,396 New
SCI
507
S&CO Inc
Massachusetts
$215K 2,400 +2,400 New
CFGS
508
Concourse Financial Group Securities
Alabama
$213K 2,372 +75 +3%
BAM
509
Belpointe Asset Management
Nevada
$213K 2,368 +2,368 New
BC
510
Bridgefront Capital
Texas
$212K 2,363 +2,363 New
CRI
511
Colonial River Investments
Virginia
$209K 2,325 +2,325 New
AWM
512
Axxcess Wealth Management
California
$209K 2,325 +2,325 New
ST
513
Somerset Trust
Pennsylvania
$208K 2,312 +2,312 New
VHAM
514
Van Hulzen Asset Management
California
$207K 2,309 +2,309 New
SFI
515
Siemens Fonds Invest
Germany
$205K 2,287 -939 -29%
FA
516
Faithward Advisors
Pennsylvania
$202K 2,248 +2,248 New
CAM
517
Cidel Asset Management
Ontario, Canada
$202K 2,245 +2,245 New
OP
518
ORG Partners
Indiana
$198K 2,205 -5,840 -73%
Lazard Asset Management
519
Lazard Asset Management
New York
$196K 2,189 +1 +0%
Capstone Investment Advisors
520
Capstone Investment Advisors
New York
$195K 2,169 -112 -5%
OAM
521
Ostrum Asset Management
France
$179K 1,991 -1,044 -34%
Jones Financial Companies
522
Jones Financial Companies
Missouri
$172K 1,899 +999 +111%
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
$168K 1,868 -139 -7%
CF
524
Centaurus Financial
California
$166K 1,849 -587 -24%
HI
525
Horizon Investments
North Carolina
$146K 1,627 -295 -15%
19 20
21
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