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A.O. Smith
AOS

Overview Fund Activity

637 hedge funds and large institutions have $9.07B invested in A.O. Smith in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 241 increasing their positions, 242 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
-15
Holders Change %
-2.3%
% of All Funds
9.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
59
Increased
241
Reduced
242
Closed
64
Calls
$71.1M
Puts
$16M
Net Calls
+$55.1M
Net Calls Change
+$16.1M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$42.3M
2
Invesco
Invesco
Georgia
$281M
3
Select Equity Group
Select Equity Group
New York
$315M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.4M
5
JCM
Junto Capital Management
New York
$28.3M

Top Sellers

1
BlackRock
BlackRock
New York
$721M
2
Bessemer Group
Bessemer Group
New Jersey
$2.42M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18M
4
Amundi
Amundi
France
$112M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
626
MCF Advisors
Kentucky
$982 – – –
AF
627
Advisornet Financial
Minnesota
$818 – – –
AIM
628
Anchor Investment Management
South Carolina
$818 – – –
ZB
629
Zions Bancorporation
Utah
$736 -$3.6K -44 -83%
CPG
630
Cornerstone Planning Group
New Jersey
$735 +$735 +9 New
TFM
631
TFC Financial Management
Massachusetts
$658 +$82 +1 +14%
TWD
632
True Wealth Design
Ohio
$655 – – –
AGWCA
633
Annis Gardner Whiting Capital Advisors
Florida
$491 +$245 +3 +100%
CWC
634
Carolinas Wealth Consulting
North Carolina
$409 – – –
VWA
635
Valued Wealth Advisors
Utah
$328 +$164 +2 +100%
DWA
636
Delos Wealth Advisors
Texas
$246 – – –
Two Sigma Investments
637
Two Sigma Investments
New York
– -$16.2M -180,818 Closed
Marshall Wace
638
Marshall Wace
United Kingdom
– -$11.9M -133,373 Closed
Assenagon Asset Management
639
Assenagon Asset Management
Luxembourg
– -$10.6M -118,823 Closed
SG
640
Sienna Gestion
France
– -$7.65M -85,488 Closed
BS
641
Banco Santander
Spain
– -$4.23M -47,315 Closed
DZ Bank
642
DZ Bank
Germany
– -$3.49M -38,997 Closed
IAN
643
Integrated Advisors Network
Texas
– -$3.37M -37,687 Closed
Adage Capital Partners
644
Adage Capital Partners
Massachusetts
– -$3.18M -35,492 Closed
AIG
645
American International Group
New York
– -$2.95M -32,966 Closed
AM
646
AGF Management
Ontario, Canada
– -$2.5M -27,980 Closed
AFA
647
Abacus FCF Advisors
Florida
– -$2.15M -24,013 Closed
LAM
648
LECAP Asset Management
United Kingdom
– -$2.11M -23,538 Closed
Voloridge Investment Management
649
Voloridge Investment Management
Florida
– -$1.51M -16,870 Closed
PAM
650
Panagora Asset Management
Massachusetts
– -$1.34M -14,933 Closed
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