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A.O. Smith
AOS

Overview Fund Activity

628 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, 195 increasing their positions, 243 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+55
Holders Change %
+9.6%
% of All Funds
9.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
110
Increased
195
Reduced
243
Closed
49
Calls
$39.2M
Puts
$16M
Net Calls
+$23.2M
Net Calls Change
+$6.48M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$332M
2
Select Equity Group
Select Equity Group
New York
$44.1M
3
Amundi
Amundi
France
$185M
4
Norges Bank
Norges Bank
Norway
$108M
5
BlackRock
BlackRock
New York
$831M

Top Sellers

1
Millennium Management
Millennium Management
New York
$73.5M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$291M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$126M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
626
Parallax Volatility Advisers
California
$495 +$495 +6 New
TWD
627
True Wealth Design
Ohio
$413 – – –
TWP
628
TFO Wealth Partners
Ohio
$82 -$574 -7 -88%
Balyasny Asset Management
629
Balyasny Asset Management
Illinois
– -$39.6M -598,724 Closed
JCM
630
Junto Capital Management
New York
– -$15M -227,493 Closed
IP
631
Interval Partners
New York
– -$7.84M -118,481 Closed
WP
632
Woodline Partners
California
– -$7.61M -115,028 Closed
Hudson Bay Capital Management
633
Hudson Bay Capital Management
Connecticut
– -$3.97M -60,000 Closed
EP
634
Edgestream Partners
New Jersey
– -$2.57M -38,838 Closed
JAM
635
Jupiter Asset Management
United Kingdom
– -$1.63M -24,628 Closed
LOAMU
636
Lombard Odier Asset Management (USA)
New York
– -$1.4M -21,152 Closed
QCM
637
Qsemble Capital Management
New York
– -$1.24M -18,700 Closed
DTL
638
Dynamic Technology Lab
Singapore
– -$1.18M -17,900 Closed
SPA
639
Sherbrooke Park Advisers
New York
– -$1.18M -17,862 Closed
TCM
640
Teza Capital Management
Illinois
– -$1.17M -17,686 Closed
HTC
641
Haverford Trust Company
Pennsylvania
– -$1.1M -16,667 Closed
TWM
642
TriaGen Wealth Management
California
– -$784K -11,848 Closed
GCP
643
GSA Capital Partners
United Kingdom
– -$769K -11,632 Closed
BCP
644
Blackhawk Capital Partners
Wisconsin
– -$752K -11,367 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
645
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$741K -11,200 Closed
YIH
646
Y-Intercept (HK)
Hong Kong
– -$701K -10,602 Closed
MC
647
Machina Capital
France
– -$640K -9,685 Closed
Arrowstreet Capital
648
Arrowstreet Capital
Massachusetts
– -$594K -8,984 Closed
CA
649
Cullinan Associates
Kentucky
– -$516K -7,800 Closed
JFG
650
Jefferies Financial Group
New York
– -$489K -7,400 Closed
24 25
26
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