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A.O. Smith
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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 %
TF
376
Tompkins Financial
New York
$17K +$17K +445 New
EW
377
Evoke Wealth
California
$16.8K -$113 -3 -0.7%
GI
378
Gradient Investments
Minnesota
$16K – – –
NIT
379
NumerixS Investment Technologies
British Columbia, Canada
$15K -$300K -8,003 -95%
PA
380
Parallel Advisors
California
$15K -$3.11K -82 -17%
KPW
381
Kore Private Wealth
New York
$11K +$11K +303 New
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
CFA
383
Carroll Financial Associates
North Carolina
$10K – – –
TCM
384
Tradewinds Capital Management
Washington
$10K – – –
S
385
SignatureFD
Georgia
$9K +$789 +22 +10%
GAM
386
Gemmer Asset Management
California
$9K +$3.27K +90 +57%
TPCW
387
TD Private Client Wealth
New York
$8.62K -$945 -25 -10%
AIM
388
AIA Investment Management
Singapore
$8K – – –
QCG
389
Quadrant Capital Group
Ohio
$7K -$58.2K -1,372 -89%
GRP
390
Global Retirement Partners
California
$7K +$1.28K +34 +22%
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7K +189 New
AWA
392
Arkadios Wealth Advisors
Georgia
$6.35K +$38 +1 +0.6%
VCM
393
Versant Capital Management
Arizona
$6K -$6.67K -200 -53%
RFA
394
Reilly Financial Advisors
California
$6K – – –
CCM
395
Covington Capital Management
California
$6K – – –
LSA
396
Lion Street Advisors
Texas
$6K +$6K +146 New
TL
397
TrueWealth LLC
Georgia
$5K +$36 +1 +0.7%
HWM
398
HighMark Wealth Management
Minnesota
$5K +$993 +27 +25%
TCOV
399
Trust Company of Vermont
Vermont
$5K +$5K +130 New
EI
400
Ellevest Inc
New York
$5K +$5K +141 New
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16
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