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A.O. Smith
AOS

Overview Fund Activity

573 hedge funds and large institutions have $7.44B invested in A.O. Smith in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 222 increasing their positions, 209 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-9
Holders Change %
-1.55%
% of All Funds
9.14%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
57
Increased
222
Reduced
209
Closed
61
Calls
$39.7M
Puts
$22.9M
Net Calls
+$16.7M
Net Calls Change
+$5.1M

Top Buyers

1
Millennium Management
Millennium Management
New York
$130M
2
BlackRock
BlackRock
New York
$642M
3
Amundi
Amundi
France
$119M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$78.6M
5
KBC Group
KBC Group
Belgium
$74.1M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
$45.9M
2
TCM
TimesSquare Capital Management
New York
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$21.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Bessemer Group
Bessemer Group
New Jersey
$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
551
AlphaMark Advisors
Kentucky
$3K – – –
SWA
552
Sutton Wealth Advisors
Florida
$2.45K +$1.79K +27 +270%
CFB
553
Cullen/Frost Bankers
Texas
$2.38K – – –
AF
554
Advisornet Financial
Minnesota
$2.32K +$66 +1 +3%
NMG
555
New Millennium Group
Utah
$2.18K +$2.18K +33 New
CWP
556
Concord Wealth Partners
Virginia
$2.12K – – –
AW
557
Avion Wealth
Texas
$2K +$914 +16 +84%
SIC
558
SJS Investment Consulting
Ohio
$1.98K +$132 +2 +7%
BAAM
559
Baker Avenue Asset Management
California
$1.98K +$1.46K +22 +275%
GFPC
560
Global Financial Private Client
Florida
$1.98K – – –
FRA
561
Front Row Advisors
California
$1.59K – – –
BF
562
BOK Financial
Oklahoma
$1.47K -$3.56K -51 -71%
Jones Financial Companies
563
Jones Financial Companies
Missouri
$1.32K +$1.32K +20 New
CTA
564
Colonial Trust Advisors
South Carolina
$1.26K – – –
GWSG
565
GPS Wealth Strategies Group
Colorado
$1.01K – – –
CWC
566
Carolinas Wealth Consulting
North Carolina
$1.01K – – –
SIA
567
SkyView Investment Advisors
New Jersey
$1K – – –
BWM
568
Baystate Wealth Management
Massachusetts
$674 – – –
MA
569
MCF Advisors
Kentucky
$662 – – –
TWP
570
TFO Wealth Partners
Ohio
$582 +$509 +7 +700%
NSIM
571
North Star Investment Management
Illinois
$529 – – –
TFM
572
TFC Financial Management
Massachusetts
$466 – – –
TWD
573
True Wealth Design
Ohio
$331 – – –
HI
574
Harbour Investments
Wisconsin
$132 – – –
TCM
575
TimesSquare Capital Management
New York
– -$59.9M -823,295 Closed
21 22
23
24 25