AOS icon

A.O. Smith
AOS

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 %
NIMI
526
Natixis Investment Managers International
France
$144K 1,604 – –
ST
527
Smithfield Trust
Pennsylvania
$141K 1,570 – –
GRP
528
Global Retirement Partners
California
$135K 1,507 -2 -0.1%
FCAS
529
First Command Advisory Services
Texas
$132K 1,475 – –
BONH
530
Bank of New Hampshire
New Hampshire
$126K 1,400 -673 -32%
KC
531
Kepos Capital
New York
$115K 1,275 -188 -13%
EBA
532
Eagle Bay Advisors
New York
$111K 1,231 -2 -0.2%
UB
533
UMB Bank
Missouri
$110K 1,227 +136 +12%
JFGIW
534
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K 1,195 -9,437 -89%
GM
535
GeoWealth Management
Illinois
$102K 1,132 -143 -11%
AA
536
Addison Advisors
Vermont
$101K 1,123 -4 -0.4%
S
537
SignatureFD
Georgia
$83.4K 928 +18 +2%
BLC
538
Brown, Lisle/Cummings
Rhode Island
$82.6K 920 – –
PTC
539
Private Trust Company
Ohio
$82.2K 915 +5 +0.5%
TFA
540
Transamerica Financial Advisors
Florida
$82K 904 +904 New
WBC
541
Westpac Banking Corp
Australia
$81.7K 910 – –
MWM
542
Mascoma Wealth Management
New Hampshire
$74.6K 830 -25 -3%
HNB
543
Huntington National Bank
Ohio
$72.9K 812 +134 +20%
GCM
544
Gladius Capital Management
Illinois
$70.6K 786 -77 -9%
AWM
545
Avior Wealth Management
Nebraska
$68.7K 765 +2 +0.3%
QCG
546
Quadrant Capital Group
Ohio
$64K 713 – –
LFA
547
LGT Financial Advisors
Texas
$61.8K 688 -387 -36%
OIA
548
Optimum Investment Advisors
Illinois
$61.8K 688 – –
PA
549
Parallel Advisors
California
$57.9K 645 -133 -17%
TC
550
Truvestments Capital
Florida
$55.5K 618 +618 New
20 21
22
23 24