Institutional Ownership of AOS
SMITH A O CORP · hedge fund and institutional holdings as of Q4 2024
Based on Q4 2024 SEC Form 13F filings, 1 hedge funds and institutional investors hold long equity positions in SMITH A O CORP (AOS). Collectively, these funds control 300 shares with a combined market value of $20K . Ranked by portfolio weight—a key metric indicating high hedge fund conviction rather than just absolute share count—the top AOS shareholders are UTIMCO - The University of Texas (0.00%).
- 1Hedge funds holding
- 300Shares held (disclosed)
- $20.5K13F market value
- 0.00%Median portfolio weight
Top 10 Institutional HoldersQ4 2024
Ranked by share of the reporting fund's U.S. equity portfolio. Conviction weight reflects the fund's exposure to SMITH A O CORP, not the fund's share of SMITH A O CORP.
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | UTIMCO - The University of Texas | 300 | $20.5K | 0.00% |
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of AOS. Sourced from 13F filings; reflects long equity positions only.
All Institutional HoldersSortable · searchable
Every hedge fund on record as holding AOS in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | UTIMCO - The University of Texas | 300 | $20.5K | 0.00% |
Methodology & FAQ
Methodology: How We Track AOS Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in qualifying discretionary U.S. equities.
- What is Included (Data Scope): We exclusively capture long equity positions and listed options (calls and puts) for SMITH A O CORP (AOS). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives.
- Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total 13F U.S. equity portfolio is allocated to AOS on the specific reporting date.
- How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in AOS?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as UTIMCO - The University of Texas as of Q4 2024— change their position sizing quarter-over-quarter, we help investors distinguish between active capital accumulation and passive holding.
Does the AOS ownership data include short interest or options?
SEC Form 13F only mandates the disclosure of long U.S. equity positions and listed options (put and call contracts). Short interest, swaps, and OTC derivatives are excluded by regulatory design. To ensure accurate position scaling, we report listed options based on their underlying share equivalent.
Are family offices and university endowments included in this AOS data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in qualifying U.S. equities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds AOS stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform processes these filings immediately upon publication to the SEC EDGAR database, providing you with the most accurate, point-in-time consensus positioning for AOS without look-ahead bias.
Data Source: Aggregated from public SEC Form 13F filings via the EDGAR database.