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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 %
BCM
351
Buckhead Capital Management
Georgia
$403K 5,835 – –
IAIM
352
Industrial Alliance Investment Management
Quebec, Canada
$400K 5,788 +343 +6%
Thrivent Financial for Lutherans
353
Thrivent Financial for Lutherans
Minnesota
$393K 5,680 +7 +0.1%
MLICM
354
Metropolitan Life Insurance Company (MetLife)
New York
$392K 5,674 -1,662 -23%
GT
355
Greenleaf Trust
Michigan
$381K 5,504 +75 +1%
IF
356
Insight Folios
North Carolina
$372K 5,376 -84 -2%
Truist Financial
357
Truist Financial
North Carolina
$371K 5,359 -9,398 -64%
APG Asset Management
358
APG Asset Management
Netherlands
$369K 5,803 -7,647 -57%
DCM
359
Dupont Capital Management
Delaware
$367K 5,302 -9,338 -64%
Walleye Capital
360
Walleye Capital
New York
$366K 5,298 +5,298 New
FA
361
FDx Advisors
Illinois
$362K 6,331 – –
MGP
362
Metis Global Partners
California
$359K 5,187 +1,294 +33%
AC
363
Avestar Capital
New York
$358K 5,184 +98 +2%
RCA
364
Resonant Capital Advisors
Wisconsin
$354K 5,118 -992 -16%
BTI
365
Blue Trust Inc
Georgia
$340K 5,934 +2,085 +54%
GCM
366
Graham Capital Management
Connecticut
$334K 4,825 +4,825 New
AAS
367
Avantax Advisory Services
Texas
$331K 4,794 +106 +2%
RFC
368
Regions Financial Corp
Alabama
$325K 4,704 – –
RWB
369
RMR Wealth Builders
New Jersey
$323K 4,671 – –
GAM
370
GEM Asset Management
Michigan
$315K 4,550 – –
KRSITF
371
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$312K 4,514 -90 -2%
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$310K 4,488 +463 +12%
PI
373
PineBridge Investments
New York
$308K 4,458 – –
GHA
374
GW Henssler & Associates
Georgia
$308K 4,453 +134 +3%
SSW
375
Smith Shellnut Wilson
Mississippi
$307K 4,442 -120 -3%
13 14
15
16 17