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A.O. Smith
AOS

Overview Fund Activity

628 hedge funds and large institutions have $9.35B invested in A.O. Smith in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 195 increasing their positions, 243 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+55
Holders Change %
+9.6%
% of All Funds
9.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
110
Increased
195
Reduced
243
Closed
49
Calls
$39.2M
Puts
$16M
Net Calls
+$23.2M
Net Calls Change
+$6.48M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$332M
2
Select Equity Group
Select Equity Group
New York
$44.1M
3
Amundi
Amundi
France
$185M
4
Norges Bank
Norges Bank
Norway
$108M
5
BlackRock
BlackRock
New York
$831M

Top Sellers

1
Millennium Management
Millennium Management
New York
$73.5M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$291M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$126M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
451
Coldstream Capital Management
Washington
$259K +$259K +3,147 New
GT
452
Glenmede Trust
Pennsylvania
$259K +$4.04K +49 +2%
EGM
453
Engineers Gate Manager
New York
$258K -$297K -3,597 -53%
SSW
454
Smith Shellnut Wilson
Mississippi
$255K -$108K -1,313 -30%
HI
455
Hudock Inc
Pennsylvania
$255K +$1.07K +13 +0.4%
Truist Financial
456
Truist Financial
North Carolina
$254K +$3.46K +42 +1%
SFA
457
Sequoia Financial Advisors
Ohio
$253K +$253K +3,072 New
VSQM
458
V-Square Quantitative Management
Illinois
$253K – – –
VI
459
Vestcor Inc
New Brunswick, Canada
$248K – – –
RJT
460
Raymond James Trust
Florida
$247K +$247K +2,997 New
PTC
461
Philadelphia Trust Company
Pennsylvania
$247K +$247K +3,000 New
DBIA
462
Dumont & Blake Investment Advisors
New Jersey
$246K +$246K +2,985 New
WANY
463
Wealthspire Advisors (New York)
New York
$245K -$13.5K -164 -5%
GIM
464
Groesbeck Investment Management
New Jersey
$244K +$244K +2,960 New
TAM
465
Townsend Asset Management
North Carolina
$239K +$239K +2,902 New
BMSSC
466
B. Metzler seel. Sohn & Co
Germany
$239K +$239K +2,901 New
B
467
Bridgeworth
Alabama
$236K +$236K +2,857 New
KeyBank National Association
468
KeyBank National Association
Ohio
$235K +$235K +2,846 New
BFEC
469
Benjamin F. Edwards & Company
Missouri
$234K +$30.5K +370 +15%
NPT
470
Nixon Peabody Trust
Massachusetts
$233K +$233K +2,830 New
FTDI
471
First Trust Direct Indexing
Massachusetts
$233K +$233K +2,828 New
Public Sector Pension Investment Board (PSP Investments)
472
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$232K -$871K -10,567 -79%
BCM
473
Bayesian Capital Management
New York
$231K -$372K -4,508 -62%
LCWP
474
Legacy Capital Wealth Partners
Arkansas
$231K +$231K +2,800 New
LFA
475
LGT Financial Advisors
Texas
$227K +$4.78K +58 +2%
17 18
19
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