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A.O. Smith
AOS

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 %
NMIMC
301
Northwestern Mutual Investment Management Company
Wisconsin
$268K +$66.6K +1,760 +33%
Brown Advisory
302
Brown Advisory
Maryland
$265K -$65.8K -1,738 -20%
RCA
303
Resonant Capital Advisors
Wisconsin
$265K – – –
VanEck Associates
304
VanEck Associates
New York
$265K +$24.4K +645 +10%
WSTAM
305
Wilbanks Smith & Thomas Asset Management
Virginia
$261K -$2.57K -68 -1%
SI
306
Stephens Inc
Arkansas
$258K +$258K +6,834 New
Walleye Trading
307
Walleye Trading
New York
$254K -$168K -4,454 -40%
AC
308
Aristides Capital
Kentucky
$251K +$251K +6,651 New
FL
309
Fort LP
Maryland
$247K +$86K +2,279 +53%
BB
310
Bell Bank
North Dakota
$245K +$1.59K +42 +0.7%
Bank Julius Baer & Co
311
Bank Julius Baer & Co
Switzerland
$238K +$238K +6,290 New
Pacer Advisors
312
Pacer Advisors
Pennsylvania
$234K +$9.52K +232 +4%
AC
313
Allstate Corporation
Illinois
$231K +$231K +6,099 New
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$230K +$24.4K +685 +12%
WCM
315
Weld Capital Management
New York
$227K -$724K -19,168 -76%
EWM
316
Evercore Wealth Management
New York
$223K -$3M -79,371 -93%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$221K – – –
LSERS
318
Louisiana State Employees Retirement System
Louisiana
$219K -$26.4K -700 -11%
IAA
319
Independent Advisor Alliance
North Carolina
$216K -$200K -5,288 -48%
JPMPWA
320
J.P. Morgan Private Wealth Advisors
California
$214K -$17.1K -453 -7%
FPS
321
Fieldpoint Private Securities
Connecticut
$212K +$3.82K +101 +2%
UBG
322
United Bank (Georgia)
Georgia
$208K – – –
CS
323
Cannell & Spears
New York
$205K +$205K +5,428 New
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$204K +$56K +1,483 +38%
EMG
325
ETF Managers Group
New Jersey
$201K +$20.6K +532 +11%
11 12
13
14 15