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A.O. Smith
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Overview Fund Activity

651 hedge funds and large institutions have $10.2B invested in A.O. Smith in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 221 increasing their positions, 258 reducing their positions, and 54 closing their positions.

Holders
651
Holders Change
+24
Holders Change %
+3.83%
% of All Funds
9.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
87
Increased
221
Reduced
258
Closed
54
Calls
$59.3M
Puts
$20.3M
Net Calls
+$39M
Net Calls Change
+$15.8M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$309M
2
BlackRock
2
BlackRock
New York
$946M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$178M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$64.4M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$303M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$161M
2
Millennium Management
2
Millennium Management
New York
$10.4M
3
Amundi
3
Amundi
France
$158M
4
Bessemer Group
4
Bessemer Group
New Jersey
$70.2M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$291M
Name Market Value Shares Shares
Change 		Shares
Change %
SPA
376
Sherbrooke Park Advisers
New York
$599K 6,693 +6,693 New
KPWS
377
Kestra Private Wealth Services
Texas
$598K 6,681 +3,271 +96%
SFG
378
SevenBridge Financial Group
Pennsylvania
$592K 7,022 – –
DT
379
Diversified Trust
Tennessee
$585K 6,543 +4 +0.1%
M&T Bank
380
M&T Bank
New York
$577K 6,451 +103 +2%
DWP
381
Daymark Wealth Partners
Ohio
$576K 6,442 +6,442 New
GAM
382
Guinness Asset Management
United Kingdom
$567K 6,341 – –
SIM
383
Sentry Investment Management
Wisconsin
$566K 6,327 – –
BIA
384
Benchmark Investment Advisors
Illinois
$561K 6,266 +6,266 New
BCM
385
Buckhead Capital Management
Georgia
$558K 6,243 – –
NMERB
386
New Mexico Educational Retirement Board
New Mexico
$550K 6,150 -300 -5%
BAM
387
Bosun Asset Management
Illinois
$537K 6,000 – –
MGP
388
Metis Global Partners
California
$536K 5,987 -33 -0.5%
FHB
389
First Hawaiian Bank
Hawaii
$518K 5,790 -34 -0.6%
GT
390
Greenleaf Trust
Michigan
$518K 5,787 -12 -0.2%
BCV
391
Banque Cantonale Vaudoise
Switzerland
$517K 5,778 +5,113 +769%
CS
392
Candriam SCA
Luxembourg
– – – –
AU
393
Algebris (UK)
United Kingdom
$506K 6,109 +140 +2%
OR
394
Olympiad Research
Connecticut
$504K 5,637 -493 -8%
GWP
395
Gen-Wealth Partners
Michigan
$499K 5,580 +5,580 New
PCM
396
Prelude Capital Management
New York
$484K 5,411 -719 -12%
ASN
397
Advisory Services Network
Georgia
$479K 5,353 +1,903 +55%
DF
398
Donoghue Forlines
Massachusetts
$472K 5,273 -3,317 -39%
PAS
399
Park Avenue Securities
New York
$468K 5,237 +39 +0.8%
FDCDDQ
400
Federation des caisses Desjardins du Quebec
Quebec, Canada
$465K 5,252 +79 +2%
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16
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