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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
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$4.23M -$657K -8,680 -12%
Mirae Asset Global ETFs Holdings
152
Mirae Asset Global ETFs Holdings
Hong Kong
$4.16M +$2.69M +35,538 +140%
Mitsubishi UFJ Trust & Banking
153
Mitsubishi UFJ Trust & Banking
Japan
$4.11M -$38.1M -502,715 -89%
Canada Life
154
Canada Life
Manitoba, Canada
$4.11M -$3.89M -51,356 -46%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$4.07M +$67.5K +891 +2%
FGP
156
Foyston, Gordon, & Payne
Ontario, Canada
$4.06M +$58.2K +768 +1%
LIA
157
LBMC Investment Advisors
Tennessee
$4M -$28.3K -374 -0.6%
QCM
158
Quantinno Capital Management
New York
$3.99M +$2.74M +36,234 +163%
GLA
159
Great Lakes Advisors
Illinois
$3.97M -$13.4M -177,192 -75%
WorldQuant Millennium Advisors
160
WorldQuant Millennium Advisors
New York
$3.91M +$3.92M +51,719 +925%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.89M -$81.4K -1,075 -2%
Bank of Nova Scotia
162
Bank of Nova Scotia
Ontario, Canada
$3.88M +$3.15M +41,533 +270%
RAM
163
Resona Asset Management
Japan
$3.84M +$62.9K +830 +1%
GAM
164
Gotham Asset Management
New York
$3.79M +$2.53M +33,387 +150%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$3.78M -$441K -5,827 -10%
DJSG
166
D.J. St. Germain
Massachusetts
$3.75M +$169K +2,228 +4%
Creative Planning
167
Creative Planning
Kansas
$3.68M +$10.6K +140 +0.3%
FAF
168
Första AP-fonden
Sweden
$3.59M -$1.95M -25,800 -33%
Treasurer of the State of North Carolina
169
Treasurer of the State of North Carolina
North Carolina
$3.55M -$30.3K -400 -0.8%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$3.55M -$2.44M -32,261 -38%
BCI
171
Brinker Capital Investments
Pennsylvania
$3.44M -$127K -1,681 -3%
OPS
172
Orion Portfolio Solutions
Nebraska
$3.44M -$127K -1,681 -3%
TIM
173
Thompson Investment Management
Wisconsin
$3.43M +$65K +858 +2%
Twin Tree Management
174
Twin Tree Management
Texas
$3.42M +$3.25M +42,859 +593%
TPI
175
Trust Point Inc
Wisconsin
$3.35M -$76 -1 -0%

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.