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A.O. Smith
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Overview Fund Activity

508 hedge funds and large institutions have $7.07B invested in A.O. Smith in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 217 increasing their positions, 143 reducing their positions, and 46 closing their positions.

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
11.63%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.11%
New
63
Increased
217
Reduced
143
Closed
46
Calls
$20.6M
Puts
$36.5M
Net Calls
-$15.9M
Net Calls Change
+$16.3M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$151M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$231M
4
DDC
4
DF Dent & Co
Maryland
$33.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$31.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.4M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Invesco
3
Invesco
Georgia
$120M
4
PI
4
Putnam Investments
Massachusetts
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$213M
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$49.5M 927,962 -429,584 -32%
Deutsche Bank
27
Deutsche Bank
Germany
$47.8M 895,846 -29,325 -3%
CAM
28
Congress Asset Management
Massachusetts
$45.6M 855,099 +2,650 +0.3%
Goldman Sachs
29
Goldman Sachs
New York
$45.5M 852,988 -283 -0%
EWM
30
Evercore Wealth Management
New York
$44.1M 826,138 +40,108 +5%
FCM
31
Frontier Capital Management
Massachusetts
$41.4M 776,229 -478,050 -38%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$37.7M 706,124 +46,808 +7%
CTA
33
Carillon Tower Advisers
Florida
$37.7M 705,682 +202,889 +40%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$37.1M 695,232 +301,211 +76%
RP
35
Riverbridge Partners
Minnesota
$36.1M 675,578 -18,443 -3%
ESCM
36
Echo Street Capital Management
New York
$33.7M 632,292 +164,390 +35%
DDC
37
DF Dent & Co
Maryland
$33.7M 631,875 +631,875 New
Fidelity Investments
38
Fidelity Investments
Massachusetts
$32.4M 606,916 -2,666,114 -81%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$32.1M 601,441 -26,701 -4%
Marshall Wace
40
Marshall Wace
United Kingdom
$31.8M 595,877 +595,877 New
Citadel Advisors
41
Citadel Advisors
Florida
$31.7M 593,098 +475,278 +403%
UBS AM
42
UBS AM
Illinois
$30.3M 567,366 +8,167 +1%
BAMCO Inc
43
BAMCO Inc
New York
$30.2M 566,769 -34 -0%
Handelsbanken Fonder
44
Handelsbanken Fonder
Sweden
$29.4M 550,037 – –
Bank of America
45
Bank of America
North Carolina
$28.8M 540,500 -912 -0.2%
PCM
46
Peregrine Capital Management
Minnesota
$27.9M 523,429 +13,884 +3%
CVA
47
Ceredex Value Advisors
Florida
$26.7M 499,925 +499,925 New
RG
48
Rathbones Group
United Kingdom
$26.6M 498,700 -4,000 -0.8%
TA
49
Teachers Advisors
New York
$26.3M 493,675 +5,304 +1%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$26M 487,508 +13,288 +3%
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