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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 %
LC
601
Lindbrook Capital
California
$11.7K 130 – –
ATS
602
Ashton Thomas Securities
New York
$11.4K 127 +127 New
FCA
603
FinTrust Capital Advisors
South Carolina
$9.88K 110 – –
MCM
604
MV Capital Management
Maryland
$9.34K 104 – –
BIA
605
Bell Investment Advisors
California
$8.09K 90 – –
WT
606
Washington Trust
Rhode Island
$7.75K 86 +3 +4%
FMII
607
Farmers & Merchants Investments Inc
Nebraska
$7.73K 86 – –
RIL
608
Rothschild Investment LLC
Illinois
$7.64K 85 -10 -11%
AWM
609
Ameliora Wealth Management
Switzerland
$7.19K 80 – –
CFO
610
CVA Family Office
Colorado
$7.1K 79 -9 -10%
FMP
611
Financial Management Professionals
Texas
$7K 83 – –
HWM
612
Hemington Wealth Management
Virginia
$7K 104 +104 New
CA
613
Crewe Advisors
Utah
$6.56K 73 – –
CPA
614
Capital Performance Advisors
California
$6.47K 72 +72 New
CA
615
Continuum Advisory
Idaho
$6.42K 88 +8 +10%
HIA
616
Harbor Investment Advisory
Maryland
$6.02K 67 -2 -3%
TWC
617
TD Waterhouse Canada
Ontario, Canada
$5.32K 60 -7 -10%
BWL
618
Bogart Wealth LLC
Virginia
$4.4K 49 – –
RCM
619
Raleigh Capital Management
North Carolina
$4.4K 49 +34 +227%
GWM
620
Geneos Wealth Management
Colorado
$4.4K 49 +49 New
AS
621
Altshuler Shaham
Israel
$4.22K 47 +4 +9%
RWM
622
Reston Wealth Management
Virginia
$3.32K 37 +37 New
BGAI
623
Bruce G. Allen Investments
Colorado
$3.14K 35 – –
MTIC
624
Missouri Trust & Investment Company
Missouri
$3.05K 34 – –
AW
625
Avion Wealth
Texas
$3K 35 – –
23 24
25
26 27