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A.O. Smith
AOS

Overview Fund Activity

637 hedge funds and large institutions have $9.07B invested in A.O. Smith in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 241 increasing their positions, 242 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
-15
Holders Change %
-2.3%
% of All Funds
9.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
59
Increased
241
Reduced
242
Closed
64
Calls
$71.1M
Puts
$16M
Net Calls
+$55.1M
Net Calls Change
+$16.1M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$42.3M
2
Invesco
Invesco
Georgia
$281M
3
Select Equity Group
Select Equity Group
New York
$315M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.4M
5
JCM
Junto Capital Management
New York
$28.3M

Top Sellers

1
BlackRock
BlackRock
New York
$721M
2
Bessemer Group
Bessemer Group
New Jersey
$2.42M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18M
4
Amundi
Amundi
France
$112M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
601
Harbor Investment Advisory
Maryland
$5.64K +$164 +2 +3%
TWC
602
TD Waterhouse Canada
Ontario, Canada
$5.4K +$564 +7 +12%
CFD
603
Creative Financial Designs
Indiana
$4.83K – – –
EWP
604
Elevation Wealth Partners
California
$4.5K +$4.5K +55 New
BWL
605
Bogart Wealth LLC
Virginia
$4.01K – – –
AA
606
AlphaMark Advisors
Kentucky
$4K – – –
AS
607
Altshuler Shaham
Israel
$3.52K -$82 -1 -2%
AFWM
608
Abich Financial Wealth Management
Virginia
$3.35K +$327 +4 +11%
CFB
609
Cullen/Frost Bankers
Texas
$2.94K – – –
BGAI
610
Bruce G. Allen Investments
Colorado
$2.86K – – –
MTIC
611
Missouri Trust & Investment Company
Missouri
$2.78K – – –
PPC
612
Park Place Capital
Alabama
$2.7K -$6.87K -84 -72%
SIC
613
SJS Investment Consulting
Ohio
$2.62K -$10.6K -130 -80%
KHC
614
Koesten Hirschmann & Crabtree
Kansas
$2.6K – – –
GFPC
615
Global Financial Private Client
Florida
$2.45K – – –
DPW
616
DiNuzzo Private Wealth
Pennsylvania
$2.13K +$327 +4 +18%
FFO
617
Fortitude Family Office
Arizona
$2.13K – – –
AW
618
Avion Wealth
Texas
$2K – – –
FRA
619
Front Row Advisors
California
$1.96K – – –
HCP
620
Hexagon Capital Partners
Arkansas
$1.79K – – –
OWA
621
Opal Wealth Advisors
New York
$1.31K +$1.31K +16 New
TJHA
622
Thomas J. Herzfeld Advisors
Florida
$1.31K +$1.31K +16 New
RCM
623
Raleigh Capital Management
North Carolina
$1.23K – – –
UWS
624
Unique Wealth Strategies
Illinois
$1.07K +$1.07K +12 New
DF
625
Dunhill Financial
United Kingdom
$990 +$165 +2 +20%
23 24
25
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