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A.O. Smith
AOS

641 hedge funds and large institutions have $9.08B invested in A.O. Smith in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 242 increasing their positions, 243 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $71M | Put options by funds: $16M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 243

6% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 65

1.99% less ownership

Funds ownership: 93.89% → 91.9% (-2%)

2% less funds holding

Funds holding: 655 → 641 (-14)

11% less capital invested

Capital invested by funds: $10.2B → $9.08B (-$1.11B)

Holders
641
Holders Change
-14
Holders Change %
-2.14%
% of All Funds
9.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
61
Increased
242
Reduced
243
Closed
65
Calls
$71M
Puts
$16M
Net Calls
+$55.1M
Net Calls Change
+$16.1M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$43.8M
2
Invesco
Invesco
Georgia
+$42.4M
3
Select Equity Group
Select Equity Group
New York
+$33.9M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$32.8M
5
JCM
Junto Capital Management
New York
+$29.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$149M
2
Bessemer Group
Bessemer Group
New Jersey
-$63.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$35.4M
4
Amundi
Amundi
France
-$35.4M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPSF
651
Texas Permanent School Fund
Texas
– -$2.27M -25,397 Closed
AFA
652
Abacus FCF Advisors
Florida
– -$2.15M -24,013 Closed
LAM
653
LECAP Asset Management
United Kingdom
– -$2.11M -23,538 Closed
Voloridge Investment Management
654
Voloridge Investment Management
Florida
– -$1.51M -16,870 Closed
PAM
655
Panagora Asset Management
Massachusetts
– -$1.34M -14,933 Closed
TI
656
Trexquant Investment
Connecticut
– -$952K -10,642 Closed
SC
657
SRB Corp
Massachusetts
– -$774K -8,657 Closed
DFCM
658
Dark Forest Capital Management
Puerto Rico
– -$764K -8,544 Closed
JF
659
Jump Financial
Illinois
– -$760K -8,495 Closed
DTL
660
Dynamic Technology Lab
Singapore
– -$739K -8,255 Closed
SEC
661
Seven Eight Capital
New York
– -$728K -8,134 Closed
GCM
662
Graham Capital Management
Connecticut
– -$716K -8,000 Closed
DA
663
Duality Advisers
Florida
– -$700K -7,829 Closed
SPA
664
Sherbrooke Park Advisers
New York
– -$599K -6,693 Closed
DT
665
Diversified Trust
Tennessee
– -$585K -6,543 Closed
AU
666
Algebris (UK)
United Kingdom
– -$506K -6,109 Closed
HF
667
HRT Financial
New York
– -$463K -5,176 Closed
MLICM
668
Metropolitan Life Insurance Company (MetLife)
New York
– -$443K -4,953 Closed
FRM
669
Fox Run Management
Connecticut
– -$443K -4,949 Closed
BBP
670
Banco BTG Pactual
Brazil
– -$382K -4,508 Closed
IFU
671
iSAM Funds (UK)
United Kingdom
– -$372K -4,156 Closed
AC
672
Avestar Capital
New York
– -$362K -4,043 Closed
ALAM
673
Asahi Life Asset Management
Japan
– -$346K -3,870 Closed
MYLI
674
Meiji Yasuda Life Insurance
Japan
– -$340K -3,800 Closed
ACM
675
Aquatic Capital Management
Illinois
– -$313K -3,500 Closed
25 26
27
28 29

AOS Hedge Fund Activity: Q2 2024 in Review

641 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2024, worth a combined $9.08B — down 11% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of AOS and 61 opened new positions — a net loss of 4 holders — while 243 trimmed existing stakes and 242 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $43.8M. The largest seller was BlackRock, cutting an estimated $149M.

  • 641 institutional investors held A.O. Smith (AOS) as of Q2 2024, down from 655 in Q1 2024.
  • Funds reported $9.08B of A.O. Smith stock for Q2 2024, down 11% quarter-over-quarter.
  • 61 funds opened new A.O. Smith positions in Q2 2024 and 65 closed out, a net change of -4 holders.
  • The largest A.O. Smith buyer in Q2 2024 was Balyasny Asset Management, an estimated $43.8M added.
  • The largest A.O. Smith seller in Q2 2024 was BlackRock, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2024.