We are live on ! Find out more
AOS icon

A.O. Smith
AOS

631 hedge funds and large institutions have $9.35B invested in A.O. Smith in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 245 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $16M

124% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 49

26% more capital invested

Capital invested by funds: $7.44B → $9.35B (+$1.91B)

10% more funds holding

Funds holding: 576 → 631 (+55)

2.3% more ownership

Funds ownership: 90.09% → 92.39% (+2.3%)

20% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 245

Holders
631
Holders Change
+55
Holders Change %
+9.55%
% of All Funds
9.2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
110
Increased
196
Reduced
245
Closed
49
Calls
$39.2M
Puts
$16M
Net Calls
+$23.2M
Net Calls Change
+$6.48M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$180M
2
Select Equity Group
Select Equity Group
New York
+$39.4M
3
Amundi
Amundi
France
+$36.8M
4
Norges Bank
Norges Bank
Norway
+$32.2M
5
BlackRock
BlackRock
New York
+$27.4M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$79.3M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$42M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$39.6M
4
First Trust Advisors
First Trust Advisors
Illinois
-$24.8M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
626
MCF Advisors
Kentucky
$825 – – –
DF
627
Dunhill Financial
United Kingdom
$696 +$590 +8 New
TFM
628
TFC Financial Management
Massachusetts
$580 – – –
Parallax Volatility Advisers
629
Parallax Volatility Advisers
California
$495 +$442 +6 New
TWD
630
True Wealth Design
Ohio
$413 – – –
TWP
631
TFO Wealth Partners
Ohio
$82 -$516 -7 -88%
Balyasny Asset Management
632
Balyasny Asset Management
Illinois
– -$39.6M -598,724 Closed
JCM
633
Junto Capital Management
New York
– -$15M -227,493 Closed
IP
634
Interval Partners
New York
– -$7.84M -118,481 Closed
WP
635
Woodline Partners
California
– -$7.61M -115,028 Closed
Hudson Bay Capital Management
636
Hudson Bay Capital Management
Connecticut
– -$3.97M -60,000 Closed
EP
637
Edgestream Partners
New Jersey
– -$2.57M -38,838 Closed
JAM
638
Jupiter Asset Management
United Kingdom
– -$1.63M -24,628 Closed
LOAMU
639
Lombard Odier Asset Management (USA)
New York
– -$1.4M -21,152 Closed
QCM
640
Qsemble Capital Management
New York
– -$1.24M -18,700 Closed
DTL
641
Dynamic Technology Lab
Singapore
– -$1.18M -17,900 Closed
SPA
642
Sherbrooke Park Advisers
New York
– -$1.18M -17,862 Closed
TCM
643
Teza Capital Management
Illinois
– -$1.17M -17,686 Closed
HTC
644
Haverford Trust Company
Pennsylvania
– -$1.1M -16,667 Closed
TWM
645
TriaGen Wealth Management
California
– -$784K -11,848 Closed
GCP
646
GSA Capital Partners
United Kingdom
– -$769K -11,632 Closed
BCP
647
Blackhawk Capital Partners
Wisconsin
– -$752K -11,367 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
648
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$741K -11,200 Closed
YIH
649
Y-Intercept (HK)
Hong Kong
– -$701K -10,602 Closed
MC
650
Machina Capital
France
– -$640K -9,685 Closed
24 25
26
27 28

AOS Hedge Fund Activity: Q4 2023 in Review

631 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2023, worth a combined $9.35B — up 26% from $7.44B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AOS positions and 49 closed out — a net gain of 61 holders — while 196 added to existing stakes and 245 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $180M. The largest seller was Millennium Management, cutting an estimated $79.3M.

  • 631 institutional investors held A.O. Smith (AOS) as of Q4 2023, up from 576 in Q3 2023.
  • Funds reported $9.35B of A.O. Smith stock for Q4 2023, up 26% quarter-over-quarter.
  • 110 funds opened new A.O. Smith positions in Q4 2023 and 49 closed out, a net change of +61 holders.
  • The largest A.O. Smith buyer in Q4 2023 was Morgan Stanley, an estimated $180M added.
  • The largest A.O. Smith seller in Q4 2023 was Millennium Management, an estimated $79.3M sold.

Based on aggregated 13F filings for Q4 2023.