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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 Holding Trade Value Shares
Change 		Shares
Change %
JWCA
376
J.W. Coons Advisors
Ohio
$300K -$34.6K -500 -10%
RWM
377
Revisor Wealth Management
Ohio
$299K +$299K +4,322 New
LWP
378
Lumature Wealth Partners
Georgia
$296K +$12K +173 +4%
GIA
379
Gladstone Institutional Advisory
Florida
$296K +$296K +4,282 New
Nomura Holdings
380
Nomura Holdings
Japan
$291K -$169K -2,442 -37%
UBG
381
United Bank (Georgia)
Georgia
$285K – – –
ESCM
382
Echo Street Capital Management
New York
$284K +$284K +4,101 New
FHA
383
First Horizon Advisors
Tennessee
$282K -$207 -3 -0.1%
JIC
384
Joel Isaacson & Co
New York
$277K – – –
NMIMC
385
Northwestern Mutual Investment Management Company
Wisconsin
$276K +$830 +12 +0.3%
WSTAM
386
Wilbanks Smith & Thomas Asset Management
Virginia
$274K +$553 +8 +0.2%
TRCT
387
Tower Research Capital (TRC)
New York
$273K +$89.6K +1,294 +49%
NB
388
Nicolet Bankshares
Wisconsin
$270K – – –
PCM
389
Penserra Capital Management
California
$267K -$6.84K -99 -2%
ST
390
Somerset Trust
Pennsylvania
$266K -$8.23K -119 -3%
CSS
391
Cubist Systematic Strategies
Connecticut
$262K -$703K -10,163 -73%
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$260K +$10.2K +147 +4%
AAS
393
Ameritas Advisory Services
Nebraska
$259K -$251K -3,630 -49%
BRWA
394
B. Riley Wealth Advisors
Florida
$246K +$246K +3,554 New
Assenagon Asset Management
395
Assenagon Asset Management
Luxembourg
$243K +$243K +3,511 New
BBVA
396
Banco Bilbao Vizcaya Argentaria
Spain
$241K +$241K +3,485 New
CRI
397
Colonial River Investments
Virginia
$240K +$240K +3,466 New
T
398
TRUADVICE
Florida
$239K +$239K +3,497 New
KIG
399
Kessler Investment Group
Indiana
$238K +$238K +3,439 New
EF
400
Empirical Finance
Pennsylvania
$237K +$237K +3,434 New
14 15
16
17 18