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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
Generation Investment Management
United Kingdom
$157M
2
VH
ValueAct Holdings
California
$79.1M
3
Morgan Stanley
Morgan Stanley
New York
$95.8M
4
FMI
Fiduciary Management Inc
Wisconsin
$50.8M
5
BBHC
Brown Brothers Harriman & Co
New York
$290M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$29.8M
2
American Century Companies
American Century Companies
Missouri
$3.96M
3
Wells Fargo
Wells Fargo
California
$29.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
$10M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
351
Point72 Hong Kong
Hong Kong
$65K +$65K +1,706 New
CWP
352
CFM Wealth Partners
Texas
$54K – – –
NFG
353
Next Financial Group
Texas
$53K +$1.93K +51 +4%
CAN
354
Claraphi Advisory Network
United States
$52K +$52K +1,378 New
MIFH
355
Migdal Insurance & Financial Holdings
Israel
$49K -$34.8K -922 -42%
LS
356
Livforsakringsbolaget Skandia
Sweden
$49K – – –
SAM
357
Shell Asset Management
Netherlands
$41K -$136K -3,597 -77%
CAW
358
Cornerstone Advisors (Washington)
Washington
$39K +$1.64K +43 +4%
RIM
359
Rampart Investment Management
Connecticut
$38K -$31.7K -832 -45%
MWP
360
Meridian Wealth Partners
Pennsylvania
$33K +$153 +4 +0.5%
GAM
361
GQ Asset Management
New York
$32K +$32K +855 New
SPIA
362
Steward Partners Investment Advisory
New York
$31K – – –
OPS
363
Orion Portfolio Solutions
Nebraska
$29K -$131K -3,514 -82%
RWA
364
Ropes Wealth Advisors
Massachusetts
$29K – – –
MRCM
365
M&R Capital Management
New Jersey
$26K – – –
NICM
366
Neo Ivy Capital Management
New York
$24K +$24K +632 New
VAIA
367
Virtus Alternative Investment Advisers
Connecticut
$22K +$15K +396 +214%
RMC
368
Resources Management Corp
Connecticut
$21K -$11.5K -300 -35%
CYG
369
Clean Yield Group
Vermont
$21K +$21K +567 New
EWM
370
EPG Wealth Management
Georgia
$20K -$78.6K -2,127 -80%
FHA
371
First Horizon Advisors
Tennessee
$19K – – –
HNB
372
Huntington National Bank
Ohio
$18K -$3.84K -101 -18%
ASN
373
Advisory Services Network
Georgia
$17K -$13.8K -353 -45%
ZB
374
Zions Bancorporation
Utah
$17K -$8.38K -217 -33%
AF
375
Arrow Financial
New York
$17K – – –
13 14
15
16 17