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A.O. Smith
AOS

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
641
Holders Change
-14
Holders Change %
-2.14%
% of All Funds
9.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
61
Increased
242
Reduced
243
Closed
65
Calls
$71M
Puts
$16M
Net Calls
+$55.1M
Net Calls Change
+$16.1M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$43.8M
2
Invesco
Invesco
Georgia
+$42.4M
3
Select Equity Group
Select Equity Group
New York
+$33.9M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$32.8M
5
JCM
Junto Capital Management
New York
+$29.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$149M
2
Bessemer Group
Bessemer Group
New Jersey
-$63.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$35.4M
4
Amundi
Amundi
France
-$35.4M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
151
Jane Street
New York
$5.02M +$2.84M +33,583 +121%
Asset Management One
152
Asset Management One
Japan
$4.95M -$141K -1,664 -3%
Creative Planning
153
Creative Planning
Kansas
$4.91M -$458K -5,417 -8%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.89M +$213K +2,519 +4%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$4.86M +$160K +1,895 +3%
LIA
156
LBMC Investment Advisors
Tennessee
$4.82M +$1.69K +20 +0%
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$4.82M -$878K -10,374 -15%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$4.79M -$135K -1,600 -3%
AAM
159
Azzad Asset Management
Virginia
$4.74M -$673K -7,957 -12%
LPL Financial
160
LPL Financial
California
$4.66M +$887K +10,477 +23%
LFAS
161
Level Four Advisory Services
Texas
$4.62M +$4.79M +56,551 New
VOYA Investment Management
162
VOYA Investment Management
Georgia
$4.4M -$82.8K -978 -2%
DJSG
163
D.J. St. Germain
Massachusetts
$4.3M -$1.1K -13 -0%
BCI
164
Brinker Capital Investments
Pennsylvania
$4.29M -$163K -1,922 -4%
OPS
165
Orion Portfolio Solutions
Nebraska
$4.29M -$163K -1,922 -4%
Treasurer of the State of North Carolina
166
Treasurer of the State of North Carolina
North Carolina
$4.28M -$295K -3,486 -6%
Corient Private Wealth
167
Corient Private Wealth
Florida
$4.16M +$12.2K +144 +0.3%
OTPPB
168
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.14M -$1.26M -14,839 -23%
MNA
169
Manning & Napier Advisors
New York
$4.13M +$4.27M +50,459 New
1C
170
1060 Capital
Colorado
$4.09M +$4.23M +50,000 New
MAM
171
Meeder Asset Management
Ohio
$4.09M +$376K +4,442 +10%
RAM
172
Resona Asset Management
Japan
$4.07M +$546K +6,451 +15%
TPI
173
Trust Point Inc
Wisconsin
$4.01M -$1.44K -17 -0%
MSV
174
MN Services Vermogensbeheer
Netherlands
$3.97M -$102K -1,200 -2%
TIM
175
Thompson Investment Management
Wisconsin
$3.94M -$66.2K -782 -2%
5 6
7
8 9

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.