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A.O. Smith
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Overview Fund Activity

538 hedge funds and large institutions have $8.33B invested in A.O. Smith in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 190 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+14
Holders Change %
+2.67%
% of All Funds
9.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
190
Reduced
204
Closed
44
Calls
$11.9M
Puts
$6.37M
Net Calls
+$5.52M
Net Calls Change
+$451K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$185M
2
Citadel Advisors
2
Citadel Advisors
Florida
$49.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$43.7M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$119M
5
Morgan Stanley
5
Morgan Stanley
New York
$75.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$200M
2
Charles Schwab
2
Charles Schwab
California
$66.8M
3
UBS Group
3
UBS Group
Switzerland
$13.5M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$23.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
526
Strategic Blueprint
Georgia
$2K +$2K +31 New
Walleye Capital
527
Walleye Capital
New York
$1.28K +$1.28K +17,717 New
TFM
528
TFC Financial Management
Massachusetts
$1K – – –
BWM
529
Baystate Wealth Management
Massachusetts
$1K – – –
HPC
530
HM Payson & Co
Maine
$1K – – –
AF
531
Allworth Financial
California
$1K +$1K +7 New
AA
532
Ancora Advisors
Ohio
$1K +$1K +8 New
CA
533
Clearstead Advisors
Ohio
$1K +$1K +11 New
SWA
534
Sutton Wealth Advisors
Florida
$793 – – –
CI
535
Cambiar Investors
Colorado
– -$8.44M -124,760 Closed
LIA
536
LS Investment Advisors
Michigan
– -$5.78M -85,442 Closed
WI
537
WBI Investments
New Jersey
– -$5.45M -80,648 Closed
WG
538
Winton Group
United Kingdom
– -$3.23M -47,837 Closed
SM
539
Sciencast Management
New Jersey
– -$1.69M -25,084 Closed
BPM
540
Bowling Portfolio Management
Ohio
– -$1.69M -24,984 Closed
KTA
541
Keeley-Teton Advisors
Illinois
– -$1.55M -22,958 Closed
VFA
542
Voya Financial Advisors
Connecticut
– -$1.54M -22,290 Closed
GT
543
Glenmede Trust
Pennsylvania
– -$1.31M -19,419 Closed
TIS
544
Tortoise Index Solutions
Kansas
– -$1.26M -18,629 Closed
AC
545
Athanor Capital
New York
– -$1.09M -16,065 Closed
TC
546
Toews Corporation
New Jersey
– -$919K -13,600 Closed
MAP
547
Moody Aldrich Partners
Massachusetts
– -$774K -11,455 Closed
UIA
548
UBP Investment Advisors
Switzerland
– -$660K -9,749 Closed
Wellington Management Group
549
Wellington Management Group
Massachusetts
– -$543K -8,036 Closed
Wolverine Trading
550
Wolverine Trading
Illinois
– -$551K -7,968 Closed
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