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A.O. Smith
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Overview Fund Activity

541 hedge funds and large institutions have $7.89B invested in A.O. Smith in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 175 increasing their positions, 204 reducing their positions, and 47 closing their positions.

Holders
541
Holders Change
+12
Holders Change %
+2.27%
% of All Funds
8.66%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
70
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
1
Fisher Asset Management
Washington
$99.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$74.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.9M
5
Macquarie Group
5
Macquarie Group
Australia
$147M

Top Sellers

1
JCM
1
Junto Capital Management
New York
$0
2
State Street
2
State Street
Massachusetts
$606M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$137M
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$0
5
ProShare Advisors
5
ProShare Advisors
Maryland
$195M
Name Market Value Shares Shares
Change 		Shares
Change %
TRSOTSOK
276
Teachers Retirement System of the State of Kentucky
Kentucky
$810K 11,715 – –
Janus Henderson Group
277
Janus Henderson Group
United Kingdom
$808K 11,690 +5,918 +103%
MCM
278
Manchester Capital Management
Vermont
$796K 11,513 – –
BCIM
279
British Columbia Investment Management
British Columbia, Canada
$791K 11,445 – –
EMG
280
ETF Managers Group
New Jersey
$789K 11,416 +170 +2%
WBC
281
Westpac Banking Corp
Australia
$761K 11,011 – –
BC
282
Burney Company
Virginia
$750K 10,839 -48,845 -82%
BCM
283
Bayesian Capital Management
New York
$749K 10,828 +3,800 +54%
HIMCH
284
Hartford Investment Management Co (HIMCO)
Connecticut
$736K 10,650 +1,654 +18%
IC
285
IEQ Capital
California
$733K 10,606 +1,991 +23%
FAM
286
Formidable Asset Management
Ohio
$726K 10,500 +2,334 +29%
AIP
287
Ameritas Investment Partners
Nebraska
$722K 10,440 -3,192 -23%
SAM
288
Securian Asset Management
Minnesota
$714K 10,319 – –
PFG
289
PAX Financial Group
Texas
$712K 10,290 +362 +4%
Nordea Investment Management
290
Nordea Investment Management
Sweden
$697K 10,202 – –
MSRPS
291
Maryland State Retirement & Pension System
Maryland
$696K 10,063 – –
KRS
292
Kentucky Retirement Systems
Kentucky
$694K 10,031 -70 -0.7%
SM
293
Sciencast Management
New Jersey
$690K 10,260 +10,260 New
HSA
294
HBK Sorce Advisory
Pennsylvania
$680K 9,836 -10,938 -53%
BHPW
295
Beverly Hills Private Wealth
California
$662K 9,578 +1,764 +23%
FF
296
Friedenthal Financial
New Jersey
$656K 9,483 +9,483 New
ICM
297
IMS Capital Management
Oregon
$655K 9,475 -33 -0.3%
OAM
298
Oppenheimer Asset Management
New York
$655K 9,468 -1,300 -12%
Daiwa Securities Group
299
Daiwa Securities Group
Japan
$652K 9,428 +650 +7%
DADC
300
D.A. Davidson & Co
Montana
$648K 9,376 +74 +0.8%
10 11
12
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