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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 %
FRA
526
Front Row Advisors
California
$2K 24 – –
MBFW
527
Morton Brown Family Wealth
Pennsylvania
$1.87K 27 +27 New
CTA
528
Colonial Trust Advisors
South Carolina
$1.31K 19 -4 -17%
CWC
529
Carolinas Wealth Consulting
North Carolina
$1.18K 17 +12 +240%
AW
530
Avion Wealth
Texas
$1K 27 +27 New
AWM
531
Accel Wealth Management
Iowa
$907 13 – –
SWA
532
Sutton Wealth Advisors
Florida
$830 12 -11 -48%
BWM
533
Baystate Wealth Management
Massachusetts
$702 10 – –
MA
534
MCF Advisors
Kentucky
$692 10 – –
BAAM
535
Baker Avenue Asset Management
California
$553 8 – –
NSIM
536
North Star Investment Management
Illinois
$553 8 – –
TFM
537
TFC Financial Management
Massachusetts
$487 7 – –
TWD
538
True Wealth Design
Ohio
$346 5 – –
HI
539
Harbour Investments
Wisconsin
$138 2 -33 -94%
TWP
540
TFO Wealth Partners
Ohio
$69 1 -3 -75%
JCM
541
Junto Capital Management
New York
– – -787,377 Closed
Mawer Investment Management
542
Mawer Investment Management
Alberta, Canada
– – -529,236 Closed
RPI
543
Railway Pension Investments
United Kingdom
– – -98,100 Closed
FRAF
544
Första AP-fonden
Sweden
– – -75,600 Closed
DRZID
545
DePrince Race & Zollo Inc (DRZ)
Florida
– – -63,729 Closed
CCM
546
Cinctive Capital Management
New York
– – -50,135 Closed
CCS
547
Concentric Capital Strategies
Connecticut
– – -31,456 Closed
TI
548
Trexquant Investment
Connecticut
– – -20,112 Closed
OTPPB
549
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -19,853 Closed
IMCOOI
550
Investment Management Corp of Ontario (IMCO)
Canada
– – -18,568 Closed
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