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A.O. Smith
AOS

Overview Fund Activity

651 hedge funds and large institutions have $10.2B invested in A.O. Smith in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 221 increasing their positions, 258 reducing their positions, and 54 closing their positions.

Holders
651
Holders Change
+24
Holders Change %
+3.83%
% of All Funds
9.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
87
Increased
221
Reduced
258
Closed
54
Calls
$59.3M
Puts
$20.3M
Net Calls
+$39M
Net Calls Change
+$15.8M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$309M
2
BlackRock
2
BlackRock
New York
$946M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$178M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$64.4M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$303M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$161M
2
Millennium Management
2
Millennium Management
New York
$10.4M
3
Amundi
3
Amundi
France
$158M
4
Bessemer Group
4
Bessemer Group
New Jersey
$70.2M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$291M
Name Market Value Shares Shares
Change 		Shares
Change %
AFWM
626
Abich Financial Wealth Management
Virginia
$3.31K 37 +37 New
CFB
627
Cullen/Frost Bankers
Texas
$3.22K 36 – –
BGAI
628
Bruce G. Allen Investments
Colorado
$3.13K 35 – –
MTIC
629
Missouri Trust & Investment Company
Missouri
$3.04K 34 – –
GFPC
630
Global Financial Private Client
Florida
$2.67K 30 – –
KHC
631
Koesten Hirschmann & Crabtree
Kansas
$2.6K 29 +29 New
FFO
632
Fortitude Family Office
Arizona
$2.33K 26 – –
FRA
633
Front Row Advisors
California
$2.15K 24 +24 New
DPW
634
DiNuzzo Private Wealth
Pennsylvania
$1.97K 22 – –
HCP
635
Hexagon Capital Partners
Arkansas
$1.96K 22 -64 -74%
BF
636
BOK Financial
Oklahoma
$1.87K 21 -3 -13%
AAP
637
Arax Advisory Partners
Colorado
$1.7K 19 +19 New
RCM
638
Raleigh Capital Management
North Carolina
$1.34K 15 +15 New
MA
639
MCF Advisors
Kentucky
$1.07K 12 +2 +20%
AF
640
Advisornet Financial
Minnesota
$895 10 -37 -79%
AIM
641
Anchor Investment Management
South Carolina
$895 10 +10 New
DF
642
Dunhill Financial
United Kingdom
$864 10 +2 +25%
TWD
643
True Wealth Design
Ohio
$716 8 +3 +60%
TFM
644
TFC Financial Management
Massachusetts
$630 7 – –
VAG
645
VisionPoint Advisory Group
Texas
$626 7 +7 New
ACA
646
American Capital Advisory
Idaho
$554 8 +8 New
CWC
647
Carolinas Wealth Consulting
North Carolina
$447 5 -9 -64%
AGWCA
648
Annis Gardner Whiting Capital Advisors
Florida
$269 3 +3 New
DWA
649
Delos Wealth Advisors
Texas
$269 3 +3 New
VWA
650
Valued Wealth Advisors
Utah
$179 2 +2 New
24 25
26
27 28