A.O. Smith
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.
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)
Top Buyers
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$43.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$42.4M |
| 3 |
Select Equity Group
New York
|
+$33.9M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$32.8M |
| 5 |
JCM
Junto Capital Management
New York
|
+$29.2M |
Top Sellers
| 1 |
BlackRock
New York
|
-$149M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$63.9M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$35.4M |
| 4 |
Amundi
Paris,
France
|
-$35.4M |
| 5 |
Two Sigma Advisers
New York
|
-$26.5M |
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.