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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 %
FMP
501
Financial Management Professionals
Texas
$4K – – –
GWS
502
Glassman Wealth Services
Virginia
$4K – – –
ZB
503
Zions Bancorporation
Utah
$4K – – –
PWMG
504
Prestige Wealth Management Group
New Jersey
$4K – – –
APA
505
American Portfolios Advisors
New York
$3.79K – – –
SMG
506
Spectrum Management Group
Indiana
$3K -$3.66M -67,123 -100%
PFBT
507
Parkside Financial Bank & Trust
Missouri
$3K -$118K -1,845 -98%
LC
508
Lindbrook Capital
California
$3K – – –
HI
509
Harbour Investments
Wisconsin
$3K +$67 +1 +2%
Koshinski Asset Management
510
Koshinski Asset Management
Illinois
$2.02K +$2.02K +33 New
CFA
511
Carroll Financial Associates
North Carolina
$2K -$11.6K -214 -85%
CWP
512
Concord Wealth Partners
Virginia
$2K -$5.5K -88 -73%
GFPC
513
Global Financial Private Client
Florida
$1.85K – – –
FRA
514
Front Row Advisors
California
$1K – – –
HPC
515
HM Payson & Co
Maine
$1K – – –
HIA
516
Harbor Investment Advisory
Maryland
$1K – – –
BWM
517
Baystate Wealth Management
Massachusetts
$1K – – –
MA
518
MCF Advisors
Kentucky
$1K +$1K +10 New
AA
519
Addison Advisors
Vermont
$1K +$1K +20 New
SWA
520
Sutton Wealth Advisors
Florida
$611 -$61 -1 -9%
RP
521
Riverbridge Partners
Minnesota
– -$53.6M -744,245 Closed
SCM
522
Sandler Capital Management
New York
– -$36.3M -503,828 Closed
Lord, Abbett & Co
523
Lord, Abbett & Co
New Jersey
– -$23.3M -323,650 Closed
ECP
524
Electron Capital Partners
New York
– -$17.6M -244,781 Closed
Holocene Advisors
525
Holocene Advisors
New York
– -$5.75M -79,763 Closed
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