AOS icon

A.O. Smith
AOS

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.

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 Market Value Shares Shares
Change 		Shares
Change %
BB
551
Bell Bank
North Dakota
– – -6,595 Closed
CIM
552
CIM Investment Management
Pennsylvania
– – -6,419 Closed
AS
553
Altshuler Shaham
Israel
– – -5,850 Closed
SBH
554
Segall Bryant & Hamill
Illinois
– – -4,568 Closed
TI
555
Trexquant Investment
Connecticut
– – -4,541 Closed
QIM
556
Quantitative Investment Management
Virginia
– – -4,448 Closed
PF
557
Phoenix Financial
Israel
– – -4,229 Closed
Jane Street
558
Jane Street
New York
– – -4,188 Closed
BCP
559
Blackhawk Capital Partners
Wisconsin
– – -3,944 Closed
VF
560
Virtu Financial
New York
– – -3,760 Closed
JF
561
Jump Financial
Illinois
– – -3,493 Closed
SDIC
562
South Dakota Investment Council
South Dakota
– – -3,400 Closed
TCAM
563
Turtle Creek Asset Management
Ontario, Canada
– – -1,943 Closed
SFS
564
Sowell Financial Services
Arkansas
– – -1,615 Closed
HWMA
565
Heritage Wealth Management (Arizona)
Arizona
– – -1,457 Closed
NICM
566
Neo Ivy Capital Management
New York
– – -840 Closed
NIC
567
Northwest Investment Counselors
Oregon
– – -172 Closed
Twin Tree Management
568
Twin Tree Management
Texas
– – -114 Closed
CH
569
Canton Hathaway
Rhode Island
– – -114 Closed
EWA
570
Evolution Wealth Advisors
Florida
– – -92 Closed
SLF
571
Sun Life Financial
Ontario, Canada
– – -80 Closed
AssetMark Inc
572
AssetMark Inc
California
– – -50 Closed
VFA
573
Valeo Financial Advisors
Indiana
– – -40 Closed
APWA
574
Atlas Private Wealth Advisors
New Jersey
– – -34 Closed
WAP
575
Wealthcare Advisory Partners
Pennsylvania
– – -29 Closed
20 21 22
23
24