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A.O. Smith
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Overview Fund Activity

527 hedge funds and large institutions have $7.1B invested in A.O. Smith in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 204 increasing their positions, 184 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-11
Holders Change %
-2.04%
% of All Funds
9.26%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
65
Increased
204
Reduced
184
Closed
70
Calls
$7.78M
Puts
$8.71M
Net Calls
-$927K
Net Calls Change
-$6.44M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$169M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$107M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$34M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$32.7M
5
Goldman Sachs
Goldman Sachs
New York
$70.4M

Top Sellers

1
BlackRock
BlackRock
New York
$598M
2
RP
Riverbridge Partners
Minnesota
$0
3
SCM
Sandler Capital Management
New York
$0
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$112M
5
KBC Group
KBC Group
Belgium
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
476
Tradewinds Capital Management
Washington
$16K – – –
PFGIA
477
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
GAM
478
Gemmer Asset Management
California
$16K – – –
TWA
479
TCI Wealth Advisors
Arizona
$15K – – –
QCG
480
Quadrant Capital Group
Ohio
$15K +$6.91K +112 +85%
WTC
481
WhitTier Trust Company
Nevada
$13K – – –
GWM
482
Geneos Wealth Management
Colorado
$13K +$907 +15 +8%
KIG
483
Kowal Investment Group
Wisconsin
$13K +$13K +215 New
VCM
484
Versant Capital Management
Arizona
$12K – – –
SWA
485
SOA Wealth Advisors
New York
$11K +$7.67K +136 +231%
EI
486
Ellevest Inc
New York
$9K – – –
KFI
487
Key Financial Inc
Pennsylvania
$8K – – –
VNA
488
Valley National Advisers
Pennsylvania
$7K – – –
Jones Financial Companies
489
Jones Financial Companies
Missouri
$7K – – –
GRP
490
Global Retirement Partners
California
$6K – – –
Optiver Holding
491
Optiver Holding
Netherlands
$6K +$6K +96 New
RVM
492
Robinson Value Management
Texas
$6K +$6K +104 New
Nisa Investment Advisors
493
Nisa Investment Advisors
Missouri
$5.54K +$277 +4,541 +5%
NFG
494
Next Financial Group
Texas
$5K -$2.77K -46 -36%
GWSG
495
GPS Wealth Strategies Group
Colorado
$5K – – –
OCM
496
Orion Capital Management
California
$5K +$5K +80 New
GKWIM
497
Gerber Kawasaki Wealth & Investment Management
California
$5K +$5K +83 New
LIA
498
LBMC Investment Advisors
Tennessee
$4.16K -$561K -67,424 -99%
ZB
499
Zions Bancorporation
Utah
$4K – – –
PWMG
500
Prestige Wealth Management Group
New Jersey
$4K – – –
18 19
20
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