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A.O. Smith
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Overview Fund Activity

524 hedge funds and large institutions have $7.98B invested in A.O. Smith in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 178 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+11
Holders Change %
+2.14%
% of All Funds
9.23%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
76
Increased
205
Reduced
178
Closed
61
Calls
$11.8M
Puts
$6.77M
Net Calls
+$5.07M
Net Calls Change
+$11.7M

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$357M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$76M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$110M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$53.7M
5
UBS Group
5
UBS Group
Switzerland
$70.4M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$32.3M
2
EVM
2
Eaton Vance Management
Massachusetts
$22.1M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$168M
4
Bessemer Group
4
Bessemer Group
New Jersey
$135M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
326
Ameritas Investment Partners
Nebraska
$480K – – –
RCA
327
Resonant Capital Advisors
Wisconsin
$473K – – –
KFA
328
Krane Funds Advisors
New York
$470K +$470K +6,949 New
Truist Financial
329
Truist Financial
North Carolina
$460K -$1.02M -15,131 -69%
VI
330
Versor Investments
New York
$460K +$460K +6,804 New
BB
331
Bell Bank
North Dakota
$446K +$8.86K +131 +2%
CIM
332
Contravisory Investment Management
Massachusetts
$443K -$4.73K -70 -1%
SP
333
Symmetry Partners
Connecticut
$442K -$811 -12 -0.2%
PCM
334
Penserra Capital Management
California
$440K +$85.2K +1,260 +24%
Daiwa Securities Group
335
Daiwa Securities Group
Japan
$435K +$12.4K +183 +3%
CIM
336
CIM Investment Management
Pennsylvania
$434K -$16.7K -247 -4%
HI
337
Horizon Investments
North Carolina
$432K +$432K +6,392 New
JPMPWA
338
J.P. Morgan Private Wealth Advisors
California
$427K -$172K -2,540 -29%
DCM
339
Donaldson Capital Management
Indiana
$423K -$149K -2,197 -26%
NMIMC
340
Northwestern Mutual Investment Management Company
Wisconsin
$415K -$87.3K -1,291 -17%
CAPTRUST Financial Advisors
341
CAPTRUST Financial Advisors
North Carolina
$412K +$76.6K +1,134 +23%
LNWTC
342
Laird Norton Wetherby Trust Company
Washington
$411K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
343
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$406K +$370K +5,471 +1,038%
JGUA
344
John G. Ullman & Associates
New York
$399K +$115K +1,700 +40%
X
345
Xponance
Pennsylvania
$398K +$2.63K +39 +0.7%
AS
346
Altshuler Shaham
Israel
$396K +$396K +5,850 New
PCM
347
Prelude Capital Management
New York
$390K -$219K -3,239 -36%
Group One Trading
348
Group One Trading
Illinois
$390K +$149K +2,204 +62%
CS
349
Candriam SCA
Luxembourg
$386K – – –
HSA
350
HBK Sorce Advisory
Pennsylvania
$383K +$32.2K +477 +9%
12 13
14
15 16