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A.O. Smith
AOS

Overview Fund Activity

582 hedge funds and large institutions have $8.21B invested in A.O. Smith in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 173 increasing their positions, 236 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+40
Holders Change %
+7.38%
% of All Funds
9.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
79
Increased
173
Reduced
236
Closed
37
Calls
$24.2M
Puts
$12.5M
Net Calls
+$11.6M
Net Calls Change
+$1.03M

Top Buyers

1
Millennium Management
Millennium Management
New York
$92.3M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$43M
3
CSS
Cubist Systematic Strategies
Connecticut
$29.8M
4
Fisher Asset Management
Fisher Asset Management
Washington
$133M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$30.8M

Top Sellers

1
State Street
State Street
Massachusetts
$558M
2
BlackRock
BlackRock
New York
$659M
3
Citadel Advisors
Citadel Advisors
Florida
$12.4M
4
BBHC
Brown Brothers Harriman & Co
New York
$211M
5
Bessemer Group
Bessemer Group
New Jersey
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
401
Dynamic Technology Lab
Singapore
$332K +$332K +4,564 New
GAM
402
GEM Asset Management
Michigan
$331K – – –
Cerity Partners
403
Cerity Partners
New York
$329K -$9.03K -124 -3%
PCM
404
Penserra Capital Management
California
$326K +$45.8K +632 +16%
KRSITF
405
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$325K -$3.13K -43 -1%
SSW
406
Smith Shellnut Wilson
Mississippi
$321K -$2.26K -31 -0.7%
ESCM
407
Echo Street Capital Management
New York
$313K +$14.6K +201 +5%
LWP
408
Lumature Wealth Partners
Georgia
$307K -$5.1K -70 -2%
UBG
409
United Bank (Georgia)
Georgia
$300K – – –
TRCT
410
Tower Research Capital (TRC)
New York
$299K +$11.8K +162 +4%
FHA
411
First Horizon Advisors
Tennessee
$296K – – –
JIC
412
Joel Isaacson & Co
New York
$291K – – –
NMIMC
413
Northwestern Mutual Investment Management Company
Wisconsin
$286K -$4.37K -60 -2%
NB
414
Nicolet Bankshares
Wisconsin
$284K – – –
EF
415
Empirical Finance
Pennsylvania
$282K +$31.9K +438 +13%
BONH
416
Bank of New Hampshire
New Hampshire
$278K -$197K -2,709 -42%
RWM
417
Revisor Wealth Management
Ohio
$277K -$37.9K -521 -12%
ST
418
Somerset Trust
Pennsylvania
$274K -$6.26K -86 -2%
BCV
419
Banque Cantonale Vaudoise
Switzerland
$273K -$240K -3,312 -47%
AAS
420
Ameritas Advisory Services
Nebraska
$273K +$8.12K +115 +3%
IWC
421
Integrated Wealth Concepts
Massachusetts
$270K +$270K +3,707 New
WSTAM
422
Wilbanks Smith & Thomas Asset Management
Virginia
$265K -$23.4K -322 -8%
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$261K -$65.7K -903 -20%
SP
424
Symmetry Partners
Connecticut
$260K +$260K +3,567 New
BRWA
425
B. Riley Wealth Advisors
Florida
$257K -$1.46K -20 -0.6%
15 16
17
18 19