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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 %
HI
576
Harbour Investments
Wisconsin
$23.7K 264 -6,500 -96%
EWA
577
EverSource Wealth Advisors
Alabama
$23.5K 262 -4 -2%
PFBT
578
Parkside Financial Bank & Trust
Missouri
$23.4K 261 -163 -38%
AAP
579
Arax Advisory Partners
Colorado
$22.2K 247 +83 +51%
OC
580
Oarsman Capital
Wisconsin
$20.2K 225 +225 New
JWA
581
JFS Wealth Advisors
Pennsylvania
$19.4K 216 +3 +1%
LWANC
582
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K 211 – –
WTC
583
WhitTier Trust Company
Nevada
$18.9K 210 – –
NS
584
NBC Securities
Alabama
$18K 206 – –
TPCW
585
TD Private Client Wealth
New York
$17.7K 197 -11 -5%
VCM
586
Versant Capital Management
Arizona
$16.2K 180 -283 -61%
TSMHT
587
Thurston Springer Miller Herd & Titak
Indiana
$16.1K 179 -94 -34%
LFG
588
Larson Financial Group
Missouri
$15.5K 172 -1,011 -85%
NIC
589
Northwest Investment Counselors
Oregon
$15.5K 172 +172 New
DIP
590
DT Investment Partners
Pennsylvania
$14.7K 164 – –
AP
591
Aspect Partners
Virginia
$14.1K 157 – –
CCA
592
Catalyst Capital Advisors
New York
$13.9K 155 -24 -13%
MRC
593
Millburn Ridgefield Corp
New York
$13.9K 155 -24 -13%
CCA
594
Criterion Capital Advisors
Tennessee
$13.9K 170 – –
CA
595
CoreCap Advisors
Michigan
$13.6K 151 +151 New
HIM
596
Hillsdale Investment Management
Ontario, Canada
$13.5K 150 -7,000 -98%
LI
597
LRI Investments
Florida
$12.9K 177 -80 -31%
KFI
598
Key Financial Inc
Pennsylvania
$12.8K 143 – –
SWA
599
SOA Wealth Advisors
New York
$12.4K 138 – –
VWM
600
Venturi Wealth Management
Texas
$11.7K 130 -240 -65%
22 23
24
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