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A.O. Smith
AOS

Overview Fund Activity

646 hedge funds and large institutions have $9.74B invested in A.O. Smith in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 207 increasing their positions, 272 reducing their positions, and 60 closing their positions.

Holders
646
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
9.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
74
Increased
207
Reduced
272
Closed
60
Calls
$84.5M
Puts
$26.9M
Net Calls
+$57.5M
Net Calls Change
+$2.43M

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$78.8M
2
Amundi
2
Amundi
France
$158M
3
Select Equity Group
3
Select Equity Group
New York
$379M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$68.4M
5
State Street
5
State Street
Massachusetts
$694M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
RS
2
Robeco Schweiz
Switzerland
$29.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.4M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$11.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.93M
Name Market Value Shares Shares
Change 		Shares
Change %
PPC
626
Park Place Capital
Alabama
$2.96K 33 – –
SIC
627
SJS Investment Consulting
Ohio
$2.88K 32 – –
GFPC
628
Global Financial Private Client
Florida
$2.7K 30 – –
Optiver Holding
629
Optiver Holding
Netherlands
$2.43K 27 +27 New
FFO
630
Fortitude Family Office
Arizona
$2.34K 26 – –
DPW
631
DiNuzzo Private Wealth
Pennsylvania
$2.34K 26 – –
DF
632
Dunhill Financial
United Kingdom
$2.28K 25 +13 +108%
HPC
633
HM Payson & Co
Maine
$1.35K 15 +15 New
MA
634
MCF Advisors
Kentucky
$1.08K 12 – –
TWD
635
True Wealth Design
Ohio
$899 10 +2 +25%
AIM
636
Anchor Investment Management
South Carolina
$898 10 – –
ZB
637
Zions Bancorporation
Utah
$808 9 – –
CA
638
Claris Advisors
Missouri
$719 8 +8 New
TFM
639
TFC Financial Management
Massachusetts
$632 7 -1 -13%
SWM
640
Spire Wealth Management
Virginia
$539 6 +6 New
HCP
641
Hexagon Capital Partners
Arkansas
$526 6 -16 -73%
CWC
642
Carolinas Wealth Consulting
North Carolina
$450 5 – –
AF
643
Advisornet Financial
Minnesota
$449 5 -5 -50%
IAIM
644
International Assets Investment Management
Florida
$387 34,764 +34,764 New
VWA
645
Valued Wealth Advisors
Utah
$360 4 – –
Norges Bank
646
Norges Bank
Norway
– – -1,410,435 Closed
JCM
647
Junto Capital Management
New York
– – -345,557 Closed
Qube Research & Technologies (QRT)
648
Qube Research & Technologies (QRT)
United Kingdom
– – -219,846 Closed
DCP
649
Distillate Capital Partners
Illinois
– – -162,861 Closed
Connor, Clark & Lunn Investment Management (CC&L)
650
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -94,642 Closed
24 25
26
27 28