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A.O. Smith
AOS

Overview Fund Activity

633 hedge funds and large institutions have $7.54B invested in A.O. Smith in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 212 increasing their positions, 241 reducing their positions, and 95 closing their positions.

Holders
633
Holders Change
-13
Holders Change %
-2.01%
% of All Funds
8.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
93
Increased
212
Reduced
241
Closed
95
Calls
$55.3M
Puts
$15.5M
Net Calls
+$39.8M
Net Calls Change
-$17.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$96.2M
2
Invesco
2
Invesco
Georgia
$321M
3
UBS Group
3
UBS Group
Switzerland
$85M
4
KBC Group
4
KBC Group
Belgium
$112M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$42.8M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$1.37M
2
SP
2
Sarasin & Partners
United Kingdom
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.27M
4
Select Equity Group
4
Select Equity Group
New York
$228M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$4.11M
Name Market Value Shares Shares
Change 		Shares
Change %
AS
601
Altshuler Shaham
Israel
$3.89K 57 +10 +21%
BWL
602
Bogart Wealth LLC
Virginia
$3.34K 49 – –
RCM
603
Raleigh Capital Management
North Carolina
$3K 44 -5 -10%
GWM
604
Geneos Wealth Management
Colorado
$2.52K 37 -12 -24%
GFPC
605
Global Financial Private Client
Florida
$2.46K 36 +6 +20%
WA
606
Whipplewood Advisors
Colorado
$2.46K 36 +36 New
BGAI
607
Bruce G. Allen Investments
Colorado
$2.39K 35 – –
PPC
608
Park Place Capital
Alabama
$2.25K 33 – –
DF
609
Dunhill Financial
United Kingdom
$2.19K 32 +7 +28%
AW
610
Avion Wealth
Texas
$2K 42 +7 +20%
WA
611
WPG Advisers
Maryland
$1.84K 27 +27 New
SIC
612
SJS Investment Consulting
Ohio
$1.77K 26 -6 -19%
FFO
613
Fortitude Family Office
Arizona
$1.77K 26 – –
DPW
614
DiNuzzo Private Wealth
Pennsylvania
$1.71K 25 -1 -4%
MSWM
615
Mowery & Schoenfeld Wealth Management
Illinois
$1.37K 20 +20 New
S
616
Sachetta
Massachusetts
$1.16K 17 +17 New
HPC
617
HM Payson & Co
Maine
$1.02K 15 – –
MA
618
MCF Advisors
Kentucky
$683 10 -2 -17%
AIM
619
Anchor Investment Management
South Carolina
$682 10 – –
ZB
620
Zions Bancorporation
Utah
$614 9 – –
CPG
621
Cornerstone Planning Group
New Jersey
$500 7 +7 New
TFM
622
TFC Financial Management
Massachusetts
$480 7 – –
TWD
623
True Wealth Design
Ohio
$478 7 -3 -30%
RA
624
Rise Advisors
New York
$477 7 +7 New
HCP
625
Hexagon Capital Partners
Arkansas
$400 6 – –
23 24
25
26 27