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A.O. Smith
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Overview Fund Activity

430 hedge funds and large institutions have $4.94B invested in A.O. Smith in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 163 increasing their positions, 162 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-31
Holders Change %
-6.72%
% of All Funds
9.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
61
Increased
163
Reduced
162
Closed
88
Calls
$6.67M
Puts
$6.43M
Net Calls
+$241K
Net Calls Change
-$534K

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$157M
2
VH
2
ValueAct Holdings
California
$79.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$95.8M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$50.8M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$290M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$29.8M
2
American Century Companies
2
American Century Companies
Missouri
$3.96M
3
Wells Fargo
3
Wells Fargo
California
$29.1M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$10M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Skandinaviska Enskilda Banken (SEB)
226
Skandinaviska Enskilda Banken (SEB)
Sweden
$783K -$104K -2,757 -12%
SC
227
Scotia Capital
Ontario, Canada
$768K -$12.8K -339 -2%
SRAM
228
Stone Ridge Asset Management
New York
$746K -$1.36M -35,900 -65%
MSA
229
Mason Street Advisors
Wisconsin
$739K – – –
MOACM
230
Mutual of America Capital Management
New York
$724K +$9.49K +251 +1%
HA
231
Heartland Advisors
Wisconsin
$708K +$493K +13,023 +229%
LFS
232
Legacy Financial Strategies
Kansas
$690K +$66K +1,745 +11%
AS
233
Altshuler Shaham
Israel
$690K +$690K +18,246 New
CIC
234
Crawford Investment Counsel
Georgia
$687K +$9.83K +260 +1%
Capital Fund Management (CFM)
235
Capital Fund Management (CFM)
France
$640K +$640K +16,933 New
William Blair & Company
236
William Blair & Company
Illinois
$629K +$291K +7,698 +86%
CISOA
237
Capital Investment Services of America
Wisconsin
$624K -$7.83M -206,942 -93%
TRSOTSOK
238
Teachers Retirement System of the State of Kentucky
Kentucky
$613K +$136K +3,600 +29%
RCA
239
Rowland Carmichael Advisors
Arizona
$587K -$18.2K -481 -3%
NAM
240
Nissay Asset Management
Japan
$577K +$4.96K +131 +0.9%
BCIM
241
British Columbia Investment Management
British Columbia, Canada
$567K -$666K -17,608 -54%
MCM
242
Manchester Capital Management
Vermont
$562K -$9.23K -244 -2%
HIMCH
243
Hartford Investment Management Co (HIMCO)
Connecticut
$561K +$16.2K +429 +3%
BCI
244
Brinker Capital Investments
Pennsylvania
$556K -$22.3K -591 -4%
WCM Investment Management
245
WCM Investment Management
California
$541K +$541K +14,315 New
HighTower Advisors
246
HighTower Advisors
Illinois
$526K -$2.96M -77,535 -85%
CIM
247
CIM Investment Management
Pennsylvania
$518K -$25.7K -680 -5%
Public Sector Pension Investment Board (PSP Investments)
248
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$517K -$386K -10,220 -43%
CL
249
CIM LLC
New York
$516K +$14.6K +385 +3%
CGH
250
Crossmark Global Holdings
Texas
$510K -$141K -3,730 -22%
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