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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
Comerica Bank
201
Comerica Bank
Texas
$2.66M -$95K -1,123 -3%
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$2.66M +$485K +5,732 +21%
SG Americas Securities
203
SG Americas Securities
New York
$2.66M +$1.69M +19,956 +159%
AB
204
Amalgamated Bank
New York
$2.65M +$584K +6,900 +27%
MIM
205
MetLife Investment Management
New Jersey
$2.63M +$249K +2,947 +10%
KCM
206
Kornitzer Capital Management
Kansas
$2.61M -$76.9K -909 -3%
SWC
207
Spectrum Wealth Counsel
Indiana
$2.6M -$202K -2,384 -7%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$2.58M -$89.9K -1,062 -3%
CF
209
Corebridge Financial
Texas
$2.58M +$2.67M +31,493 New
IMRF
210
Illinois Municipal Retirement Fund
Illinois
$2.56M – – –
DB
211
Danske Bank
Denmark
$2.56M +$486K +5,741 +22%
BGIM
212
Brandywine Global Investment Management
Pennsylvania
$2.56M +$2.65M +31,259 New
Osaic Holdings
213
Osaic Holdings
Arizona
$2.52M +$83K +981 +3%
IMCOOI
214
Investment Management Corp of Ontario (IMCO)
Canada
$2.5M +$67.7K +800 +3%
DnB Asset Management
215
DnB Asset Management
Norway
$2.48M +$226K +2,674 +10%
EAM
216
Eukles Asset Management
Ohio
$2.44M +$4.06K +48 +0.2%
Bessemer Group
217
Bessemer Group
New Jersey
$2.42M -$63.9M -755,018 -96%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$2.41M -$200K -2,359 -7%
GIA
219
GHP Investment Advisors
Colorado
$2.39M +$453K +5,358 +22%
HA
220
Harfst & Associates
Wyoming
$2.37M +$169 +2 +0%
PP
221
Prudential plc
United Kingdom
$2.34M +$620K +7,323 +34%
ASN
222
Advisory Services Network
Georgia
$2.3M +$1.93M +22,799 +426%
OAC
223
OMERS Administration Corp
Ontario, Canada
$2.29M +$2.37M +28,054 New
Credit Agricole
224
Credit Agricole
France
$2.26M +$1.71M +20,212 +271%
BBVA
225
Banco Bilbao Vizcaya Argentaria
Spain
$2.26M +$8.72K +103 +0.4%
7 8
9
10 11

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.