A.O. Smith
642 hedge funds and large institutions have $7.55B invested in A.O. Smith in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 216 increasing their positions, 242 reducing their positions, and 95 closing their positions.
257% more call options, than puts
Call options by funds: $55.3M | Put options by funds: $15.5M
1% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 95
0.64% more ownership
Funds ownership: 91.67% → 92.31% (+0.64%)
2% less funds holding
Funds holding: 652 → 642 (-10)
11% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 242
23% less capital invested
Capital invested by funds: $9.87B → $7.55B (-$2.32B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$75.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$68.2M |
| 3 |
KBC Group
Brussels,
Belgium
|
+$35.7M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$33.6M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$120M |
| 2 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$78.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$73.3M |
| 4 |
Select Equity Group
New York
|
-$66.5M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$38.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIM
726
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$13.5K | -150 | Closed |
|
|
ATS
727
Ashton Thomas Securities
Rochester,
New York
| – | -$11.4K | -127 | Closed |
|
|
AWM
728
Ameliora Wealth Management
Zurich,
Switzerland
| – | -$7.19K | -80 | Closed |
|
|
CA
729
Crewe Advisors
Salt Lake City,
Utah
| – | -$6.56K | -73 | Closed |
|
|
CPA
730
Capital Performance Advisors
Walnut Creek,
California
| – | -$6.47K | -72 | Closed |
|
|
RWM
731
Reston Wealth Management
Reston,
Virginia
| – | -$3.32K | -37 | Closed |
|
|
MTIC
732
Missouri Trust & Investment Company
Springfield,
Missouri
| – | -$3.05K | -34 | Closed |
|
733
Optiver Holding
Amsterdam,
Netherlands
| – | -$2.42K | -27 | Closed |
|
|
CA
734
Claris Advisors
St. Louis,
Missouri
| – | -$719 | -8 | Closed |
|
|
SWM
735
Spire Wealth Management
Mclean,
Virginia
| – | -$539 | -6 | Closed |
|
|
AF
736
Advisornet Financial
Minnetonka,
Minnesota
| – | -$449 | -5 | Closed |
|
|
GKIM
737
GW&K Investment Management
Boston,
Massachusetts
| – | -$76 | -1 | -25% |
|
AOS Hedge Fund Activity: Q4 2024 in Review
642 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2024, worth a combined $7.55B — down 23% from $9.87B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new AOS positions and 95 closed out — a net gain of 1 holder — while 216 added to existing stakes and 242 trimmed.
The largest buyer was Invesco, adding an estimated $75.4M. The largest seller was Macquarie Group, cutting an estimated $120M.
- 642 institutional investors held A.O. Smith (AOS) as of Q4 2024, down from 652 in Q3 2024.
- Funds reported $7.55B of A.O. Smith stock for Q4 2024, down 23% quarter-over-quarter.
- 96 funds opened new A.O. Smith positions in Q4 2024 and 95 closed out, a net change of +1 holder.
- The largest A.O. Smith buyer in Q4 2024 was Invesco, an estimated $75.4M added.
- The largest A.O. Smith seller in Q4 2024 was Macquarie Group, an estimated $120M sold.
Based on aggregated 13F filings for Q4 2024.