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A.O. Smith
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Overview Fund Activity

577 hedge funds and large institutions have $10B invested in A.O. Smith in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 176 increasing their positions, 210 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+50
Holders Change %
+9.49%
% of All Funds
8.91%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.09%
New
113
Increased
176
Reduced
210
Closed
55
Calls
$7.69M
Puts
$12M
Net Calls
-$4.3M
Net Calls Change
-$3.38M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$98.9M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$122M
3
Norges Bank
Norges Bank
Norway
$174M
4
State Street
State Street
Massachusetts
$765M
5
NC
Nicholas Company
Wisconsin
$28.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$9.04M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$31.4M
3
Nomura Asset Management
Nomura Asset Management
Japan
$43.6M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$371M
5
Wells Fargo
Wells Fargo
California
$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
351
Empirical Asset Management
Massachusetts
$548K +$548K +6,384 New
MML Investors Services
352
MML Investors Services
Massachusetts
$539K +$47.2K +550 +10%
FA
353
FDx Advisors
Illinois
$530K -$17.9K -208 -3%
WTB
354
Washington Trust Bank
Washington
$529K +$21.6K +252 +4%
RCA
355
Resonant Capital Advisors
Wisconsin
$526K -$74.8K -872 -12%
BAM
356
Bosun Asset Management
Illinois
$515K +$515K +6,000 New
RWA
357
Redmont Wealth Advisors
Illinois
$515K +$515K +6,000 New
CIM
358
Contravisory Investment Management
Massachusetts
$514K -$136K -1,586 -21%
NMIMC
359
Northwestern Mutual Investment Management Company
Wisconsin
$514K -$4.98K -58 -1%
HSA
360
HBK Sorce Advisory
Pennsylvania
$504K +$8.25K +96 +2%
FP
361
Foundry Partners
Minnesota
$493K +$115K +1,339 +30%
OTL
362
Oak Thistle LLC
New York
$483K +$483K +5,629 New
LWAC
363
Laurel Wealth Advisors (California)
California
$482K +$482K +5,613 New
M&T Bank
364
M&T Bank
New York
$479K +$39.2K +456 +9%
SC
365
Savant Capital
Illinois
$476K – – –
UBG
366
United Bank (Georgia)
Georgia
$472K – – –
ICM
367
IMS Capital Management
Oregon
$470K +$470K +5,470 New
Truist Financial
368
Truist Financial
North Carolina
$464K +$17.3K +201 +4%
AA
369
ALPS Advisors
Colorado
$462K -$681K -7,942 -60%
Creative Planning
370
Creative Planning
Kansas
$460K +$61.4K +715 +15%
MCM
371
MAI Capital Management
Ohio
$445K +$445K +5,180 New
GHA
372
GW Henssler & Associates
Georgia
$440K +$440K +5,127 New
Allianz Asset Management
373
Allianz Asset Management
Germany
$438K -$266K -3,097 -38%
BCM
374
Buckhead Capital Management
Georgia
$434K – – –
PP
375
Patron Partners
Texas
$432K +$117K +1,359 +37%
13 14
15
16 17