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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 %
SIM
451
Sentry Investment Management
Wisconsin
$58K 842 – –
TC
452
Truvestments Capital
Florida
$55.6K 804 +4 +0.5%
ASN
453
Advisory Services Network
Georgia
$50.6K 732 -144 -16%
S
454
SignatureFD
Georgia
$47.4K 686 – –
AWM
455
Avior Wealth Management
Nebraska
$46.7K 676 +676 New
PA
456
Parallel Advisors
California
$46.3K 669 +33 +5%
AWA
457
Artemis Wealth Advisors
New York
$41.2K 596 -6 -1%
HNB
458
Huntington National Bank
Ohio
$37.1K 536 +25 +5%
GEA
459
Glen Eagle Advisors
New Jersey
$35.1K 508 – –
QCG
460
Quadrant Capital Group
Ohio
$33K 477 +183 +62%
AA
461
Addison Advisors
Vermont
$31.6K 457 +221 +94%
GI
462
Gradient Investments
Minnesota
$30.4K 440 – –
CA
463
Centerpoint Advisors
Massachusetts
$30K 435 – –
VCM
464
Vigilant Capital Management
Maine
$28K 400 +400 New
AF
465
Arrow Financial
New York
$27K 390 – –
WT
466
Whittier Trust
California
$27K 390 – –
QC
467
Quent Capital
New York
$22.8K 329 – –
NFSG
468
Newbridge Financial Services Group
Florida
$21.9K 317 +117 +59%
SPIA
469
Steward Partners Investment Advisory
New York
$21.7K 314 +76 +32%
FFA
470
Farther Finance Advisors
California
$20.1K 291 +107 +58%
BAMF
471
BI Asset Management Fondsmaeglerselskab
Denmark
$20K 292 -373 -56%
Baillie Gifford & Co
472
Baillie Gifford & Co
United Kingdom
$20K 289 +26 +10%
TFA
473
Transamerica Financial Advisors
Florida
$18K 250 +250 New
CSPIA
474
Cary Street Partners Investment Advisory
Virginia
$17.3K 250 – –
TFP
475
Tilia Fiduciary Partners
North Carolina
$17.3K 250 – –
17 18
19
20 21