AOS icon

A.O. Smith
AOS

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

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$9.04M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$31.4M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$43.6M
4
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$371M
5
Wells Fargo
5
Wells Fargo
California
$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
376
Commerce Bank
Missouri
$428K +$1.2K +14 +0.3%
Group One Trading
377
Group One Trading
Illinois
$426K +$161K +1,879 +61%
SSW
378
Smith Shellnut Wilson
Mississippi
$419K +$9.7K +113 +2%
RFC
379
Regions Financial Corp
Alabama
$416K – – –
CWM
380
Congress Wealth Management
Massachusetts
$416K +$416K +4,851 New
AP
381
Advisor Partners
California
$411K +$26.2K +305 +7%
FAM
382
Formidable Asset Management
Ohio
$409K -$208K -2,418 -34%
CWM
383
CIBC World Markets
New York
$408K -$237K -2,761 -37%
LIM
384
Loudon Investment Management
New Hampshire
$408K -$5.32K -62 -1%
AC
385
Avestar Capital
New York
$406K -$18.6K -216 -4%
CIM
386
Chiron Investment Management
New York
$405K +$405K +4,715 New
JWCA
387
J.W. Coons Advisors
Ohio
$395K – – –
SWM
388
Spire Wealth Management
Virginia
$392K +$48.2K +561 +14%
PAS
389
Park Avenue Securities
New York
$387K +$27.3K +318 +8%
AAS
390
Ameritas Advisory Services
Nebraska
$383K +$383K +4,457 New
IF
391
Insight Folios
North Carolina
$381K +$9.7K +113 +3%
KFA
392
Krane Funds Advisors
New York
$379K -$121K -1,410 -24%
HI
393
Horizon Investments
North Carolina
$378K +$65.9K +771 +21%
DCM
394
Donaldson Capital Management
Indiana
$375K +$258 +3 +0.1%
ALAM
395
Asahi Life Asset Management
Japan
$375K +$111K +1,290 +42%
OPS
396
Orion Portfolio Solutions
Nebraska
$373K -$2.58K -30 -0.7%
BBVA
397
Banco Bilbao Vizcaya Argentaria
Spain
$373K +$373K +4,370 New
SM
398
Sciencast Management
New Jersey
$371K -$1.15M -13,603 -76%
HWAM
399
Hennion & Walsh Asset Management
New Jersey
$360K – – –
BFA
400
Brendel Financial Advisors
New Hampshire
$357K +$357K +4,153 New
14 15
16
17 18