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A.O. Smith
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Overview Fund Activity

529 hedge funds and large institutions have $6.55B invested in A.O. Smith in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 184 increasing their positions, 199 reducing their positions, and 66 closing their positions.

Holders
529
Holders Change
-7
Holders Change %
-1.31%
% of All Funds
8.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
69
Increased
184
Reduced
199
Closed
66
Calls
$12.2M
Puts
$4.86M
Net Calls
+$7.31M
Net Calls Change
+$1.75M

Top Buyers

1
TCM
1
TimesSquare Capital Management
New York
$65.5M
2
JCM
2
Junto Capital Management
New York
$45.1M
3
State Street
3
State Street
Massachusetts
$536M
4
ProShare Advisors
4
ProShare Advisors
Maryland
$184M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$21.6M

Top Sellers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$98.1M
2
Victory Capital Management
2
Victory Capital Management
Texas
$815K
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$20.2M
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$30.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$25.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
501
Concord Wealth Partners
Virginia
$1.83K 32 +32 New
SC
502
Schubert & Co
Texas
$1.77K 31 +8 +35%
GFPC
503
Global Financial Private Client
Florida
$1.72K 30 – –
TCOV
504
Trust Company of Vermont
Vermont
$1.72K 30 – –
SIC
505
SJS Investment Consulting
Ohio
$1.6K 28 +14 +100%
CIBC Private Wealth Group
506
CIBC Private Wealth Group
Georgia
$1.49K 26,074 -324 -1%
BWL
507
Bogart Wealth LLC
Virginia
$1.47K 26 – –
DI
508
Disciplined Investments
Oklahoma
$1.43K 25 -4 -14%
SWA
509
Sutton Wealth Advisors
Florida
$1.32K 23 – –
CTA
510
Colonial Trust Advisors
South Carolina
$1.32K 23 +23 New
CA
511
CoreCap Advisors
Michigan
$1.26K 22 +22 New
TCOT
512
Trust Company of Toledo
Ohio
$1.21K 21,120 -441 -2%
AF
513
Advisornet Financial
Minnesota
$1.09K 19 +19 New
BWM
514
Baystate Wealth Management
Massachusetts
$1K 10 – –
FRA
515
Front Row Advisors
California
$1K 24 – –
Jones Financial Companies
516
Jones Financial Companies
Missouri
$1K 14 +14 New
AWM
517
Accel Wealth Management
Iowa
$748 13 – –
IAA
518
Independent Advisor Alliance
North Carolina
$737 12,870 +369 +3%
MA
519
MCF Advisors
Kentucky
$572 10 – –
CS
520
Comerica Securities
Michigan
$572 10 +10 New
EE
521
EWG Elevate
California
$572 10 +10 New
NSIM
522
North Star Investment Management
Illinois
$458 8 +8 New
BAAM
523
Baker Avenue Asset Management
California
$458 8 +8 New
TFM
524
TFC Financial Management
Massachusetts
$403 7 – –
CHA
525
Carmichael Hill & Associates
Maryland
$343 6 – –
19 20
21
22 23