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A.O. Smith
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Overview Fund Activity

582 hedge funds and large institutions have $8.21B invested in A.O. Smith in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 173 increasing their positions, 236 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+40
Holders Change %
+7.38%
% of All Funds
9.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
79
Increased
173
Reduced
236
Closed
37
Calls
$24.2M
Puts
$12.5M
Net Calls
+$11.6M
Net Calls Change
+$1.03M

Top Buyers

1
Millennium Management
Millennium Management
New York
$92.3M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$43M
3
CSS
Cubist Systematic Strategies
Connecticut
$29.8M
4
Fisher Asset Management
Fisher Asset Management
Washington
$133M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$30.8M

Top Sellers

1
State Street
State Street
Massachusetts
$558M
2
BlackRock
BlackRock
New York
$659M
3
Citadel Advisors
Citadel Advisors
Florida
$12.4M
4
BBHC
Brown Brothers Harriman & Co
New York
$211M
5
Bessemer Group
Bessemer Group
New Jersey
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
526
Versant Capital Management
Arizona
$13.1K – – –
PTC
527
Private Trust Company
Ohio
$12.7K -$2.4K -33 -16%
NIC
528
Northwest Investment Counselors
Oregon
$12.5K – – –
FA
529
Fiduciary Alliance
South Carolina
$12.5K +$12.5K +172 New
SSG
530
Summit Securities Group
New York
$12K -$6.52K -88 -35%
DIP
531
DT Investment Partners
Pennsylvania
$11.9K – – –
MRCM
532
M&R Capital Management
New Jersey
$10.5K +$658 +9 +7%
SWA
533
SOA Wealth Advisors
New York
$10K – – –
EWA
534
EverSource Wealth Advisors
Alabama
$10K +$364 +5 +4%
WT
535
Washington Trust
Rhode Island
$9.75K – – –
KFI
536
Key Financial Inc
Pennsylvania
$9.68K – – –
VNA
537
Valley National Advisers
Pennsylvania
$9K +$732 +10 +9%
BCM
538
Birch Capital Management
Texas
$7.89K – – –
MCM
539
MV Capital Management
Maryland
$7.57K +$364 +5 +5%
WPA
540
West Paces Advisors
Georgia
$7.42K – – –
WP
541
WealthPLAN Partners
Nebraska
$7.06K +$7.06K +97 New
BIA
542
Bell Investment Advisors
California
$6.55K – – –
LC
543
Lindbrook Capital
California
$6.48K -$1.53K -21 -19%
HCP
544
Hexagon Capital Partners
Arkansas
$6.4K – – –
FMII
545
Farmers & Merchants Investments Inc
Nebraska
$6.26K – – –
AA
546
Ancora Advisors
Ohio
$6.11K – – –
FMP
547
Financial Management Professionals
Texas
$6K +$1.16K +16 +24%
AWM
548
Ameliora Wealth Management
Switzerland
$5.82K – – –
CFO
549
CVA Family Office
Colorado
$5.75K +$5.75K +79 New
BWL
550
Bogart Wealth LLC
Virginia
$5.46K – – –
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