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A.O. Smith
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Overview Fund Activity

478 hedge funds and large institutions have $6.51B invested in A.O. Smith in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 174 reducing their positions, and 64 closing their positions.

Holders
478
Holders Change
+6
Holders Change %
+1.27%
% of All Funds
9.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
74
Increased
159
Reduced
174
Closed
64
Calls
$16.4M
Puts
$6.25M
Net Calls
+$10.1M
Net Calls Change
-$1.7M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$90.3M
2
UBS Group
2
UBS Group
Switzerland
$53.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$33.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$35.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$30.8M

Top Sellers

1
GIM
1
Generation Investment Management
United Kingdom
$166M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.6M
3
BlackRock
3
BlackRock
New York
$584M
4
AL
4
AJO LP
Pennsylvania
$34.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
526
Private Advisor Group
New Jersey
– – -525 Closed
OCM
527
Ovata Capital Management
Hong Kong
– – -320 Closed
NG
528
NWK Group
California
– – -105 Closed
BL
529
Balentine LLC
Georgia
– – -101 Closed
OPS
530
Orion Portfolio Solutions
Nebraska
– – -77 Closed
Lazard Asset Management
531
Lazard Asset Management
New York
– – -74 Closed
AWM
532
Apollon Wealth Management
South Carolina
– – -68 Closed
KPW
533
Kore Private Wealth
New York
– – -50 Closed
CFG
534
Citizens Financial Group
Rhode Island
– – -44 Closed
BWM
535
Baystate Wealth Management
Massachusetts
– – -12 Closed
MA
536
MCF Advisors
Kentucky
– – -5 Closed
IF
537
Ironwood Financial
Arizona
$0 3 – –
SIS
538
Sound Income Strategies
Florida
$0 2 – –
CWC
539
Carolinas Wealth Consulting
North Carolina
$0 5 – –
Capstone Investment Advisors
540
Capstone Investment Advisors
New York
– – – –
Wolverine Trading
541
Wolverine Trading
Illinois
– – – –
Group One Trading
542
Group One Trading
Illinois
– – – –
AF
543
Advisornet Financial
Minnesota
$0 1 – –
PI
544
PEAK6 Investments
Illinois
– – – –
TFO
545
Tarbox Family Office
California
$0 3 – –
EAM
546
Erste Asset Management
Austria
– – – –
TFM
547
TFC Financial Management
Massachusetts
$0 7 +7 New
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