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A.O. Smith
AOS

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 %
BF
551
BOK Financial
Oklahoma
$5.24K – – –
FCAG
552
First Capital Advisors Group
New Jersey
$5.02K +$5.02K +69 New
LJHT
553
Laurie J. Hall Trustee
$5K -$5.3K -70 -51%
HIA
554
Harbor Investment Advisory
Maryland
$4.88K – – –
FCA
555
FinTrust Capital Advisors
South Carolina
$4.69K – – –
AA
556
AlphaMark Advisors
Kentucky
$4K -$4K -50 -50%
ZB
557
Zions Bancorporation
Utah
$3.86K – – –
CFB
558
Cullen/Frost Bankers
Texas
$2.62K +$2.62K +36 New
AF
559
Advisornet Financial
Minnesota
$2.48K -$291 -4 -11%
CWP
560
Concord Wealth Partners
Virginia
$2.33K – – –
CWA
561
Clearview Wealth Advisors
Oregon
$2.18K +$2.18K +30 New
GFPC
562
Global Financial Private Client
Florida
$2.17K – – –
SIC
563
SJS Investment Consulting
Ohio
$2.04K -$291 -4 -13%
FRA
564
Front Row Advisors
California
$2K – – –
DI
565
Disciplined Investments
Oklahoma
$1.89K -$218 -3 -10%
CTA
566
Colonial Trust Advisors
South Carolina
$1.38K – – –
CAS
567
Coppell Advisory Solutions
Texas
$1.23K +$1.23K +17 New
GWSG
568
GPS Wealth Strategies Group
Colorado
$1.11K -$2.15K -29 -66%
CWC
569
Carolinas Wealth Consulting
North Carolina
$1.05K -$225 -3 -18%
AW
570
Avion Wealth
Texas
$1K -$421 -8 -30%
SIA
571
SkyView Investment Advisors
New Jersey
$1K +$417 +5 +71%
MTIC
572
Missouri Trust & Investment Company
Missouri
$946 +$946 +13 New
BWM
573
Baystate Wealth Management
Massachusetts
$741 – – –
SWA
574
Sutton Wealth Advisors
Florida
$728 -$146 -2 -17%
MA
575
MCF Advisors
Kentucky
$728 – – –
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