AOS icon

A.O. Smith
AOS

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 %
M
426
Mirova
France
$155K 2,241 +2,241 New
HI
427
Horizon Investments
North Carolina
$149K 2,162 +2,162 New
SWM
428
Spire Wealth Management
Virginia
$143K 2,065 +1,653 +401%
NIMI
429
Natixis Investment Managers International
France
$141K 2,034 -1,620 -44%
HB
430
Horizon Bancorp
Indiana
$140K 2,020 -116 -5%
JFGIW
431
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K 1,996 -126 -6%
Northwestern Mutual Wealth Management
432
Northwestern Mutual Wealth Management
Wisconsin
$137K 1,985 -2 -0.1%
BFEC
433
Benjamin F. Edwards & Company
Missouri
$135K 1,951 -5 -0.3%
BAM
434
Belpointe Asset Management
Nevada
$125K 1,810 +514 +40%
Lazard Asset Management
435
Lazard Asset Management
New York
$120K 1,742 -1,634 -48%
DFCM
436
Dark Forest Capital Management
Puerto Rico
$116K 1,684 +1,684 New
SOW
437
State of Wyoming
Wyoming
$109K 1,580 +1,580 New
ST
438
Smithfield Trust
Pennsylvania
$108K 1,570 – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
439
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$106K 1,536 +1,536 New
IG
440
ING Group
Netherlands
$101K 1,459 +1,459 New
LFG
441
Larson Financial Group
Missouri
$94.7K 1,370 +6 +0.4%
TWM
442
Tradition Wealth Management
Minnesota
$90K 1,299 +1,299 New
OIA
443
Optimum Investment Advisors
Illinois
$83.9K 1,213 +1 +0.1%
HCM
444
Highlander Capital Management
New Jersey
$83K 1,200 – –
DGAM
445
Desjardins Global Asset Management
Quebec, Canada
$83K 1,197 +1,197 New
UB
446
UMB Bank
Missouri
$75.2K 1,088 – –
PPC
447
Park Place Capital
Alabama
$74.9K 1,083 -47 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
448
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$63.9K 924 -15,989 -95%
BLC
449
Brown, Lisle/Cummings
Rhode Island
$63.6K 920 – –
GRP
450
Global Retirement Partners
California
$62.9K 906 +702 +344%
16 17
18
19 20