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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 %
CA
551
Clearstead Advisors
Ohio
$54.3K 604 – –
SIM
552
Sentry Investment Management
Wisconsin
$49K 544 -4,707 -90%
HB
553
Horizon Bancorp
Indiana
$49K 544 -22 -4%
AA
554
Ancora Advisors
Ohio
$48.1K 536 +2 +0.4%
WT
555
Whittier Trust
California
$47.8K 532 – –
SAM
556
Smartleaf Asset Management
Massachusetts
$47.5K 524 +130 +33%
EC
557
Elequin Capital
New York
$44K 490 +490 New
BIG
558
Brooklyn Investment Group
New York
$43.3K 482 +482 New
PS
559
Principal Securities
Iowa
$40.1K 446 +15 +3%
CA
560
Centerpoint Advisors
Massachusetts
$39K 435 – –
MRCM
561
M&R Capital Management
New Jersey
$37.9K 422 +233 +123%
QC
562
Quent Capital
New York
$37.7K 419 – –
WWM
563
Wolff Wiese Magana
California
$37.3K 415 +415 New
NB
564
NBT Bank
New York
$35.9K 400 +400 New
AF
565
Arrow Financial
New York
$35K 390 – –
FFA
566
Farther Finance Advisors
California
$34K 378 +24 +7%
SPIA
567
Steward Partners Investment Advisory
New York
$32.6K 363 +28 +8%
WPW
568
Waldron Private Wealth
Pennsylvania
$32.4K 361 +361 New
AF
569
Allworth Financial
California
$32.4K 360 -45 -11%
RMC
570
Resources Management Corp
Connecticut
$31K 350 – –
T
571
TOBAM
France
$29K 325 +85 +35%
CAL
572
Capital Advisors Ltd
Ohio
$27K 304 -4 -1%
UOTTAIMCU
573
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$26.9K 300 – –
FNWA
574
Financial Network Wealth Advisors
Utah
$26.9K 300 – –
CH
575
Cromwell Holdings
Wyoming
$26.6K 296 – –
21 22
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