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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 %
Allspring Global Investments
326
Allspring Global Investments
North Carolina
$533K 7,705 -252 -3%
VPIM
327
Vanguard Personalized Indexing Management
California
$515K 7,445 -794 -10%
AC
328
Arjuna Capital
North Carolina
$503K 7,275 +7,275 New
SFG
329
SevenBridge Financial Group
Pennsylvania
$502K 7,256 -350 -5%
SB
330
Simmons Bank
Arkansas
$499K 7,210 – –
SC
331
Sonen Capital
California
$492K 7,118 -3,174 -31%
BCV
332
Banque Cantonale Vaudoise
Switzerland
$489K 7,077 +1,848 +35%
CB
333
Commerce Bank
Missouri
$488K 7,064 +1,994 +39%
LNWTC
334
Laird Norton Wetherby Trust Company
Washington
$484K 7,000 – –
LIM
335
Loudon Investment Management
New Hampshire
$482K 6,976 – –
SC
336
Savant Capital
Illinois
$472K 6,826 +17 +0.2%
AssetMark Inc
337
AssetMark Inc
California
$464K 6,712 +921 +16%
EOJOAM
338
E. Ohman J:or Asset Management
Sweden
$463K 6,700 +1,800 +37%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$461K 6,663 -8 -0.1%
M&T Bank
340
M&T Bank
New York
$455K 6,582 -138 -2%
BONH
341
Bank of New Hampshire
New Hampshire
$451K 6,525 -844 -11%
CWM
342
CIBC World Markets
New York
$444K 6,416 -8,499 -57%
NB
343
Norinchukin Bank
Japan
$443K 6,408 +247 +4%
SAM
344
Shell Asset Management
Netherlands
$443K 6,402 – –
ABLA
345
Alan B. Lancz & Associates
Ohio
$443K 6,400 – –
MML Investors Services
346
MML Investors Services
Massachusetts
$420K 6,068 -2,284 -27%
FT
347
Fiduciary Trust
Massachusetts
$418K 6,045 – –
BAM
348
Bosun Asset Management
Illinois
$415K 6,000 – –
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$411K 5,947 -901 -13%
NMERB
350
New Mexico Educational Retirement Board
New Mexico
$405K 5,850 -200 -3%
12 13
14
15 16