Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Smith A O Corp (AOS)

633 + Investors. Track Smart Money conviction in AOS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — AOS

Based on 638 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AOS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
638 hedge funds hold AOS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AOS is almost the same as a year ago (-4 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

325 buying327 selling
Last quarter: 325 funds bought or added vs 327 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 94 → 76 → 100 → 89. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 16% new
410 out of 638 hedge funds have held AOS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

114 → 94 → 76 → 100 → 89 new funds/Q
New funds entering each quarter: 94 → 76 → 100 → 89. A growing number of institutions are discovering AOS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 655 holders: 449 (69%) are 2+ year veterans, 65 entered 1–2 years ago, and 141 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
58 of 632 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in AOS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AOS

In 2026 Q1, 325 hedge funds were net buyers of AOS (89 opened a new position, 236 added to an existing one), while 327 reduced or exited (236 trimmed, 91 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 54% of total institutional value in AOS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 638.

Hedge Fund Ownership: AOS

How many hedge funds hold AOS — quarterly history vs. share price
Quarterly hedge fund ownership of AOS vs. share price

Market Analysis: AOS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AOS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Smith A O Corp (AOS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AOS has moved relative to its sector benchmark (XLI) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
AOS
-0.4%
XLI
+0.7%

AOS outperformed XLI by -1.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
AOS
+0.0%
XLI
+0.0%

Since the filing became public, AOS outperformed XLI by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

39 top-rated funds 2 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: AOS
2026 Q2 Stats Unlock in 4 days 633 + Investors

Track Smart Money conviction in AOS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 633 639 -0.94%
13F Shares 118M 118M 0.06%
Total Value $7.54B $7.84B -3.83%
New Positions 87 100 -13
Increased Positions 232 230 +2
Closed Positions 93 78 +15
Reduced Positions 229 223 +6
Total Calls 11 9 22.22%
Total Puts 12 6 100.0%
PUT/CALL Ratio 1.09 0.67 Neutral

Statistics: AOS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

633 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AOS. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 AOS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Talaria Asset Management Pty Ltd 16.12% 1,200,700 $75.3M
2 Gates Capital Management, Inc. 1.55% 1,030,321 $64.6M
3 Regents Gate Capital LLP 1.52% 18,225 $1.1M
4 Weaver C. Barksdale & Associates, Inc. 1.45% 25,815 $1.6M
5 Monte Financial Group, LLC 1.43% 74,174 $4.5M
6 Impax Asset Management Group plc 1.15% 2,813,713 $176.5M
7 Madison Asset Management, LLC 1.10% 1,466,922 $92.0M
8 Schwartz Investment Counsel Inc 1.09% 525,883 $33.0M
9 Sierra Legacy Group 1.08% 22,196 $1.4M
10 Berkshire Asset Management LLC/Pa 1.01% 409,811 $25.7M
11 River Road Asset Management, LLC 0.94% 1,346,882 $84.5M
12 Thrive Capital Management, LLC 0.93% 78,843 $4.9M
13 Sarasin & Partners LLP 0.82% 1,122,769 $70.4M
14 Stance Capital LLC 0.80% 41,757 $2.6M
15 Scharf Investments, LLC 0.78% 374,792 $23.5M
16 Lionshead Wealth Management, LLC 0.77% 18,976 $1.2M
17 Fairtree Asset Management (Pty) Ltd 0.71% 29,539 $1.9M
18 Grandfield & Dodd, LLC 0.69% 210,330 $13.2M
19 Clark Estates Inc/Ny 0.67% 46,000 $2.9M
20 Arbejdsmarkedets Tillaegspension 0.66% 485,000 $30.4M
21 Atwater Malick LLC 0.63% 45,845 $2.9M
22 Eukles Asset Management 0.62% 23,775 $1.5M
23 Distillate Capital Partners LLC 0.61% 186,886 $11.7M
24 Vest Financial, LLC 0.56% 855,748 $53.7M
25 Peak Retirement Planning, Inc. 0.54% 54,556 $3.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Smith A O Corp (AOS)

What does the Smart Money Trend signal show for AOS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AOS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AOS?

Slight buying edge — 50% buying: Last quarter: 325 funds bought or added vs 327 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AOS holders?

Elite ownership — 54% AUM from top-100 funds: 58 of 632 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in AOS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AOS?

64% of holders stayed for 2+ years: 410 out of 638 hedge funds have held AOS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Smith A O Corp (AOS) following the 2026 Q2 hedge fund 13F filings?

As of today, AOS has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), AOS has gained -0.4% vs +0.7% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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