AOS icon

A.O. Smith
AOS

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 %
VNA
401
Valley National Advisers
Pennsylvania
$4K – – –
SIAS
402
Shine Investment Advisory Services
Colorado
$4K +$1.94K +47 +94%
Twin Tree Management
403
Twin Tree Management
Texas
$4K +$4K +103 New
GWM
404
Geneos Wealth Management
Colorado
$3K -$19.8K -681 -87%
BCA
405
Berman Capital Advisors
Georgia
$3K -$2.24K -85 -43%
EARNEST Partners
406
EARNEST Partners
Georgia
$3K – – –
SL
407
Savior LLC
Massachusetts
$3K – – –
VFA
408
Valeo Financial Advisors
Indiana
$3K – – –
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$3K +$132 +3 +5%
SLF
410
Sun Life Financial
Ontario, Canada
$3K +$106 +3 +4%
GCM
411
Gables Capital Management
Florida
$3K +$3K +84 New
TWA
412
TCI Wealth Advisors
Arizona
$3K +$3K +86 New
AssetMark Inc
413
AssetMark Inc
California
$2K -$2.96K -68 -60%
CFGS
414
Concourse Financial Group Securities
Alabama
$2K +$444 +12 +29%
EFSCE
415
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2K +41 New
CFG
416
Citizens Financial Group
Rhode Island
$2K +$2K +44 New
ABC
417
Associated Banc-Corp
Wisconsin
$2K +$2K +53 New
APA
418
American Portfolios Advisors
New York
$1.13K -$38.5K -1,019 -97%
GFPC
419
Global Financial Private Client
Florida
$1.07K – – –
LC
420
Lindbrook Capital
California
$1K -$12.7K -431 -93%
FRA
421
Front Row Advisors
California
$1K – – –
AF
422
Advisornet Financial
Minnesota
$1K – – –
GWS
423
Glassman Wealth Services
Virginia
$1K +$42 +1 +4%
PW
424
Price Wealth
Texas
$1K +$100 +3 +11%
BL
425
Balentine LLC
Georgia
$1K +$1K +19 New
15 16
17
18 19