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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 Market Value Shares Shares
Change 		Shares
Change %
CS
401
Cannell & Spears
New York
$235K 3,402 -147 -4%
QCM
402
Qsemble Capital Management
New York
$235K 3,400 +3,400 New
LFA
403
LGT Financial Advisors
Texas
$235K 3,393 +3,393 New
William Blair & Company
404
William Blair & Company
Illinois
$230K 3,319 +3,319 New
FL
405
Fort LP
Maryland
$225K 3,258 -2,348 -42%
GT
406
Glenmede Trust
Pennsylvania
$219K 3,161 +3,161 New
EI
407
Ellevest Inc
New York
$219K 3,160 +1,784 +130%
WA
408
Wealth Alliance
New York
$218K 3,153 +3,153 New
CWA
409
Clarus Wealth Advisors
Arizona
$217K 3,361 +3,361 New
GCM
410
Gladius Capital Management
Illinois
$215K 3,111 +3,111 New
IA
411
IFP Advisors
Florida
$212K 3,331 -778 -19%
HI
412
Hudock Inc
Pennsylvania
$211K 3,056 +3,056 New
VI
413
Vestcor Inc
New Brunswick, Canada
$211K 3,049 – –
CIBC World Market
414
CIBC World Market
Ontario, Canada
$210K 3,043 +3,043 New
MAM
415
Meeder Asset Management
Ohio
$208K 3,009 – –
RJT
416
Raymond James Trust
Florida
$208K 3,011 +3,011 New
PTC
417
Philadelphia Trust Company
Pennsylvania
$207K 3,000 +3,000 New
GIM
418
Groesbeck Investment Management
New Jersey
$205K 2,960 +2,960 New
BMSSC
419
B. Metzler seel. Sohn & Co
Germany
$201K 2,901 +2,901 New
OAM
420
Ostrum Asset Management
France
$194K 2,808 +2,808 New
EBA
421
Eagle Bay Advisors
New York
$187K 2,708 -794 -23%
GWM
422
Geneos Wealth Management
Colorado
$187K 2,700 – –
C
423
Covestor
United Kingdom
$173K 2,508 -204 -8%
CFGS
424
Concourse Financial Group Securities
Alabama
$162K 2,337 -28 -1%
CI Investments Inc
425
CI Investments Inc
Ontario, Canada
$158K 2,288 +11 +0.5%
15 16
17
18 19