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A.O. Smith
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Overview Fund Activity

538 hedge funds and large institutions have $8.33B invested in A.O. Smith in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 190 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+14
Holders Change %
+2.67%
% of All Funds
9.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
190
Reduced
204
Closed
44
Calls
$11.9M
Puts
$6.37M
Net Calls
+$5.52M
Net Calls Change
+$451K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$185M
2
Citadel Advisors
Citadel Advisors
Florida
$49.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$43.7M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$119M
5
Morgan Stanley
Morgan Stanley
New York
$75.5M

Top Sellers

1
Invesco
Invesco
Georgia
$200M
2
Charles Schwab
Charles Schwab
California
$66.8M
3
UBS Group
UBS Group
Switzerland
$13.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$23.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
426
BSW Wealth Partners
Colorado
$214K +$214K +2,971 New
CFGS
427
Concourse Financial Group Securities
Alabama
$210K +$15.6K +217 +8%
BRWA
428
B. Riley Wealth Advisors
Florida
$208K -$6.85K -95 -3%
FB
429
Fulton Bank
Pennsylvania
$208K +$208K +2,887 New
B
430
Bridgeworth
Alabama
$206K +$206K +2,857 New
HIM
431
Hotaling Investment Management
Pennsylvania
$205K +$205K +2,851 New
WDC
432
Woodward Diversified Capital
California
$203K +$203K +2,818 New
IA
433
IFP Advisors
Florida
$201K -$10.6K -149 -5%
IWA
434
IBEX Wealth Advisors
New Jersey
$201K +$201K +2,787 New
TAM
435
Townsend Asset Management
North Carolina
$200K +$200K +2,782 New
LWP
436
Lumature Wealth Partners
Georgia
$196K +$114K +1,586 +140%
Schroder Investment Management Group
437
Schroder Investment Management Group
United Kingdom
$178K +$71.6K +997 +67%
PHK
438
Point72 Hong Kong
Hong Kong
$176K +$176K +2,443 New
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$170K +$8.84K +123 +5%
VI
440
Vestcor Inc
New Brunswick, Canada
$164K -$19.3K -268 -11%
HCP
441
Hexagon Capital Partners
Arkansas
$161K +$48K +664 +42%
IA
442
IndexIQ Advisors
New York
$160K +$4.83K +67 +3%
AWA
443
Arkadios Wealth Advisors
Georgia
$154K +$11.2K +156 +8%
FPS
444
Fieldpoint Private Securities
Connecticut
$145K -$2.01K -28 -1%
BFEC
445
Benjamin F. Edwards & Company
Missouri
$145K +$22.5K +312 +18%
PFBT
446
Parkside Financial Bank & Trust
Missouri
$137K +$941 +13 +0.7%
JFGIW
447
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$136K -$12.3K -170 -8%
TPCW
448
TD Private Client Wealth
New York
$133K -$2.16K -30 -2%
OIA
449
Optimum Investment Advisors
Illinois
$110K – – –
SIM
450
Sentry Investment Management
Wisconsin
$97K +$97K +1,347 New
16 17
18
19 20