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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 %
MOS
676
MGO One Seven
Ohio
– – -3,414 Closed
AC
677
Aristides Capital
Kentucky
– – -3,044 Closed
PTC
678
Philadelphia Trust Company
Pennsylvania
– – -3,000 Closed
TAM
679
Trillium Asset Management
Massachusetts
– – -2,966 Closed
Envestnet Portfolio Solutions
680
Envestnet Portfolio Solutions
Illinois
– – -2,835 Closed
FTWA
681
Fifth Third Wealth Advisors
Ohio
– – -2,798 Closed
SP
682
Symmetry Partners
Connecticut
– – -2,579 Closed
SOW
683
State of Wyoming
Wyoming
– – -704 Closed
ATPW
684
Ashton Thomas Private Wealth
Arizona
– – -606 Closed
GEA
685
Glen Eagle Advisors
New Jersey
– – -508 Closed
QL
686
Quarry LP
New York
– – -359 Closed
NC
687
NewSquare Capital
Pennsylvania
– – -300 Closed
BCWM
688
Bartlett & Co Wealth Management
Ohio
– – -300 Closed
NFSG
689
Newbridge Financial Services Group
Florida
– – -290 Closed
IC
690
Innealta Capital
Texas
– – -244 Closed
Group One Trading
691
Group One Trading
Illinois
– – -243 Closed
CFM
692
Catalyst Funds Management
Australia
– – -200 Closed
VNA
693
Valley National Advisers
Pennsylvania
– – -113 Closed
CFD
694
Creative Financial Designs
Indiana
– – -59 Closed
EWP
695
Elevation Wealth Partners
California
– – -55 Closed
AA
696
AlphaMark Advisors
Kentucky
– – -50 Closed
AFWM
697
Abich Financial Wealth Management
Virginia
– – -41 Closed
CFB
698
Cullen/Frost Bankers
Texas
– – -36 Closed
KHC
699
Koesten Hirschmann & Crabtree
Kansas
– – -29 Closed
FRA
700
Front Row Advisors
California
– – -24 Closed
25 26 27
28
29