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A.O. Smith
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Overview Fund Activity

633 hedge funds and large institutions have $7.54B invested in A.O. Smith in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 212 increasing their positions, 241 reducing their positions, and 95 closing their positions.

Holders
633
Holders Change
-13
Holders Change %
-2.01%
% of All Funds
8.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
93
Increased
212
Reduced
241
Closed
95
Calls
$55.3M
Puts
$15.5M
Net Calls
+$39.8M
Net Calls Change
-$17.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$96.2M
2
Invesco
2
Invesco
Georgia
$321M
3
UBS Group
3
UBS Group
Switzerland
$85M
4
KBC Group
4
KBC Group
Belgium
$112M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$42.8M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$1.37M
2
SP
2
Sarasin & Partners
United Kingdom
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.27M
4
Select Equity Group
4
Select Equity Group
New York
$228M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$4.11M
Name Market Value Shares Shares
Change 		Shares
Change %
DC
676
Davenport & Co
Virginia
– – -2,812 Closed
SWM
677
SeaCrest Wealth Management
New York
– – -2,789 Closed
EWA
678
EP Wealth Advisors
California
– – -2,762 Closed
WG
679
Welch Group
Alabama
– – -2,754 Closed
CF
680
Copperwynd Financial
Arizona
– – -2,721 Closed
MGIA
681
Moneta Group Investment Advisors
Missouri
– – -2,719 Closed
UCFA
682
United Capital Financial Advisors
Texas
– – -2,708 Closed
CAMG
683
CWA Asset Management Group
Florida
– – -2,672 Closed
JE
684
JMAC Enterprises
Pennsylvania
– – -2,656 Closed
BHCM
685
Brevan Howard Capital Management
Jersey
– – -2,648 Closed
JWCA
686
J.W. Coons Advisors
Ohio
– – -2,645 Closed
FB
687
Fulton Bank
Pennsylvania
– – -2,616 Closed
WA
688
Wealth Alliance
New York
– – -2,554 Closed
VA
689
Valmark Advisers
Ohio
– – -2,515 Closed
CWA
690
Clarus Wealth Advisors
Arizona
– – -2,514 Closed
JFL
691
Jarislowsky, Fraser Ltd
Quebec, Canada
– – -2,494 Closed
DAS
692
Dynamic Advisor Solutions
Arizona
– – -2,485 Closed
TF
693
Trek Financial
Arizona
– – -2,479 Closed
WANY
694
Wealthspire Advisors (New York)
New York
– – -2,454 Closed
LCWP
695
Legacy Capital Wealth Partners
Arkansas
– – -2,437 Closed
TA
696
TFG Advisers
Michigan
– – -2,408 Closed
SCI
697
S&CO Inc
Massachusetts
– – -2,400 Closed
LSAG
698
Lake Street Advisors Group
New Hampshire
– – -2,396 Closed
BAM
699
Belpointe Asset Management
Nevada
– – -2,368 Closed
BC
700
Bridgefront Capital
Texas
– – -2,363 Closed
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