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A.O. Smith
AOS

Overview Fund Activity

541 hedge funds and large institutions have $7.89B invested in A.O. Smith in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 175 increasing their positions, 204 reducing their positions, and 47 closing their positions.

Holders
541
Holders Change
+12
Holders Change %
+2.27%
% of All Funds
8.66%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
70
Increased
175
Reduced
204
Closed
47
Calls
$21M
Puts
$10.4M
Net Calls
+$10.6M
Net Calls Change
+$3.3M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$99.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$74.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.9M
5
Macquarie Group
5
Macquarie Group
Australia
$147M

Top Sellers

1
JCM
1
Junto Capital Management
New York
$0
2
State Street
2
State Street
Massachusetts
$606M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$137M
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$0
5
ProShare Advisors
5
ProShare Advisors
Maryland
$195M
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
501
TCI Wealth Advisors
Arizona
$6.57K 95 -1 -1%
BIA
502
Bell Investment Advisors
California
$6.22K 90 +22 +32%
HCP
503
Hexagon Capital Partners
Arkansas
$6.08K 88 +16 +22%
FMII
504
Farmers & Merchants Investments Inc
Nebraska
$5.95K 86 – –
AA
505
Ancora Advisors
Ohio
$5.81K 84 – –
AWM
506
Ameliora Wealth Management
Switzerland
$5.53K 80 -2,814 -97%
OCM
507
Orion Capital Management
California
$5.53K 80 – –
BWL
508
Bogart Wealth LLC
Virginia
$5.18K 75 +49 +188%
FMP
509
Financial Management Professionals
Texas
$5K 67 +12 +22%
HGERS
510
Householder Group Estate & Retirement Specialist
Arizona
$5K 73 +73 New
BF
511
BOK Financial
Oklahoma
$4.98K 72 +72 New
FCA
512
FinTrust Capital Advisors
South Carolina
$4.69K 82 – –
HIA
513
Harbor Investment Advisory
Maryland
$4.63K 67 – –
ZB
514
Zions Bancorporation
Utah
$3.67K 53 – –
SC
515
Schubert & Co
Texas
$3.53K 51 +20 +65%
GWSG
516
GPS Wealth Strategies Group
Colorado
$3.06K 44 +44 New
CAL
517
Capital Advisors Ltd
Ohio
$3K 38 -266 -88%
VFA
518
Values First Advisors
Tennessee
$2.98K 43 +43 New
AF
519
Advisornet Financial
Minnesota
$2.63K 38 +19 +100%
TWC
520
TD Waterhouse Canada
Ontario, Canada
$2.55K 35 +35 New
CWP
521
Concord Wealth Partners
Virginia
$2.21K 32 – –
SIC
522
SJS Investment Consulting
Ohio
$2.21K 32 +4 +14%
TCOV
523
Trust Company of Vermont
Vermont
$2.08K 30 – –
GFPC
524
Global Financial Private Client
Florida
$2.07K 30 – –
DI
525
Disciplined Investments
Oklahoma
$2.01K 29 +4 +16%
19 20
21
22 23