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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.

New
Increased
Maintained
Reduced
Closed

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: 652642 (-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)

Holders
642
Holders Change
-10
Holders Change %
-1.53%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
96
Increased
216
Reduced
242
Closed
95
Calls
$55.3M
Puts
$15.5M
Net Calls
+$39.8M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AAF
76
Andra AP-fonden
Sweden
$14.6M
MPWT
77
MassMutual Private Wealth & Trust
Connecticut
$14.5M +$143K +1,891 +0.9%
California Public Employees Retirement System
78
California Public Employees Retirement System
California
$14M -$1.24M -16,326 -7%
WIC
79
Willis Investment Counsel
Georgia
$13.9M +$39.2K +518 +0.3%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$13.7M -$1.17M -15,473 -7%
PP
81
Patten & Patten
Tennessee
$13M -$825K -10,889 -5%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$12.7M -$548K -7,233 -4%
TAM
83
Thematics Asset Management
France
$12.4M
N
84
Natixis
France
$11.9M +$1.79M +23,677 +16%
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$11.8M -$11.9M -157,137 -48%
TC
86
TwinBeech Capital
New York
$11.4M +$12.7M +167,613 New
Principal Financial Group
87
Principal Financial Group
Iowa
$11.1M -$166K -2,197 -1%
SG Americas Securities
88
SG Americas Securities
New York
$10.8M +$11.7M +154,121 +3,624%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$10.8M -$265K -3,505 -2%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$10.7M -$434K -5,732 -4%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$10.6M -$678K -8,947 -5%
EF
92
Empowered Funds
Pennsylvania
$10.4M +$10.8M +143,103 +1,477%
Man Group
93
Man Group
United Kingdom
$10.3M +$5.17M +68,214 +82%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$10.3M -$149K -1,967 -1%
Universal-Beteiligungs- und Servicegesellschaft
95
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.1M +$11.3M +148,750 New
RGC
96
Regents Gate Capital
United Kingdom
$9.99M +$11.1M +146,499 New
PM
97
Pembroke Management
Quebec, Canada
$9.87M -$8.81M -116,322 -45%
CIBC Asset Management
98
CIBC Asset Management
Ontario, Canada
$9.46M +$9.18M +121,270 +684%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$9.31M
EP
100
Edgestream Partners
New Jersey
$9.31M +$10.3M +136,499 New

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.