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A.O. Smith
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Overview Fund Activity

577 hedge funds and large institutions have $10B invested in A.O. Smith in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 176 increasing their positions, 210 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+50
Holders Change %
+9.49%
% of All Funds
8.91%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.09%
New
113
Increased
176
Reduced
210
Closed
55
Calls
$7.69M
Puts
$12M
Net Calls
-$4.3M
Net Calls Change
-$3.38M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$98.9M
2
Los Angeles Capital Management
2
Los Angeles Capital Management
California
$122M
3
Norges Bank
3
Norges Bank
Norway
$174M
4
State Street
4
State Street
Massachusetts
$765M
5
NC
5
Nicholas Company
Wisconsin
$28.2M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$9.04M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$31.4M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$43.6M
4
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$371M
5
Wells Fargo
5
Wells Fargo
California
$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
501
Ossiam
France
$34K -$2.6M -30,258 -99%
AF
502
Arrow Financial
New York
$33K – – –
WT
503
Whittier Trust
California
$32K – – –
1IA
504
1834 Investment Advisors
Wisconsin
$31K – – –
PCMC
505
Paragon Capital Management (Colorado)
Colorado
$30K +$30K +350 New
QC
506
Quent Capital
New York
$24K +$24K +279 New
TCM
507
Tradewinds Capital Management
Washington
$23K – – –
PFGIA
508
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
GAM
509
Gemmer Asset Management
California
$22K – – –
JWM
510
Janiczek Wealth Management
Colorado
$21K -$2.7K -31 -11%
TWA
511
TCI Wealth Advisors
Arizona
$21K – – –
TFP
512
Tilia Fiduciary Partners
North Carolina
$21K +$21K +250 New
GWM
513
Geneos Wealth Management
Colorado
$18K – – –
WTC
514
WhitTier Trust Company
Nevada
$18K – – –
VCM
515
Versant Capital Management
Arizona
$17K – – –
SWA
516
SOA Wealth Advisors
New York
$16K – – –
NIC
517
Northwest Investment Counselors
Oregon
$15K +$15K +172 New
EI
518
Ellevest Inc
New York
$13K +$684 +8 +6%
ZB
519
Zions Bancorporation
Utah
$12K +$6.26K +73 +109%
PCA
520
Providence Capital Advisors
North Carolina
$12K +$12K +140 New
CWS
521
Confluence Wealth Services
Pennsylvania
$12K +$12K +143 New
QCG
522
Quadrant Capital Group
Ohio
$11K -$9.88K -115 -47%
KFI
523
Key Financial Inc
Pennsylvania
$11K – – –
VNA
524
Valley National Advisers
Pennsylvania
$10K – – –
CWP
525
Concord Wealth Partners
Virginia
$10K +$7.36K +89 +278%
19 20
21
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