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A.O. Smith
AOS

Overview Fund Activity

542 hedge funds and large institutions have $7.89B invested in A.O. Smith in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 175 increasing their positions, 204 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+13
Holders Change %
+2.46%
% of All Funds
8.67%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
71
Increased
175
Reduced
204
Closed
47
Calls
$21M
Puts
$10.4M
Net Calls
+$10.6M
Net Calls Change
+$3.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$99.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$74.3M
3
Citadel Advisors
Citadel Advisors
Florida
$59.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.9M
5
Macquarie Group
Macquarie Group
Australia
$147M

Top Sellers

1
JCM
Junto Capital Management
New York
$0
2
State Street
State Street
Massachusetts
$606M
3
First Trust Advisors
First Trust Advisors
Illinois
$137M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0
5
ProShare Advisors
ProShare Advisors
Maryland
$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
226
Oppenheimer & Co
New York
$1.5M -$19.4K -280 -1%
II
227
IFM Investors
Australia
$1.5M +$32.6K +471 +2%
VAS
228
Vestmark Advisory Solutions
Massachusetts
$1.5M +$44.3K +640 +3%
COPPSERS
229
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.49M +$4.36K +63 +0.3%
BS
230
Bessemer Securities
New York
$1.49M – – –
OPERF
231
Oregon Public Employees Retirement Fund
Oregon
$1.46M -$61.8K -893 -4%
TCOT
232
Trust Company of Toledo
Ohio
$1.46M – – –
HF
233
HRT Financial
New York
$1.46M +$1.46M +21,093 New
NA
234
NewEdge Advisors
Louisiana
$1.46M +$308K +4,448 +27%
X
235
Xponance
Pennsylvania
$1.45M -$11.1K -160 -0.8%
HIC
236
Harvey Investment Company
Kentucky
$1.43M -$25.9K -375 -2%
Schroder Investment Management Group
237
Schroder Investment Management Group
United Kingdom
$1.4M -$7.9M -114,252 -85%
NYLIM
238
New York Life Investment Management
New York
$1.38M -$2.01K -29 -0.1%
CIC
239
Crawford Investment Counsel
Georgia
$1.36M +$142K +2,050 +12%
Wealthfront Advisers
240
Wealthfront Advisers
California
$1.33M -$22.4K -324 -2%
HighTower Advisors
241
HighTower Advisors
Illinois
$1.33M -$49.2K -707 -4%
PS
242
Pensionfund Sabic
Netherlands
$1.31M -$138K -2,000 -10%
VanEck Associates
243
VanEck Associates
New York
$1.31M +$46.5K +673 +4%
ZIG
244
Zurich Insurance Group
Switzerland
$1.29M – – –
LCM
245
LRT Capital Management
Texas
$1.29M -$5.54M -80,112 -81%
MOACM
246
Mutual of America Capital Management
New York
$1.27M +$2.08K +30 +0.2%
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$1.26M -$541K -7,830 -30%
Franklin Resources
248
Franklin Resources
California
$1.26M -$1.48M -21,409 -54%
EI
249
Ethic Inc
New York
$1.23M +$598K +8,641 +94%
AF
250
Allworth Financial
California
$1.22M +$553 +8 +0%
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