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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 %
CCM
576
Chilton Capital Management
Texas
$583 +$583 +8 New
NSIM
577
North Star Investment Management
Illinois
$582 – – –
BAAM
578
Baker Avenue Asset Management
California
$582 – – –
TFM
579
TFC Financial Management
Massachusetts
$513 – – –
TWD
580
True Wealth Design
Ohio
$364 – – –
HI
581
Harbour Investments
Wisconsin
$146 – – –
Comerica Bank
582
Comerica Bank
Texas
$104 +$104 +117,486 New
TWP
583
TFO Wealth Partners
Ohio
$73 – – –
CVA
584
Ceredex Value Advisors
Florida
– -$17.3M -249,610 Closed
A
585
AustralianSuper
Australia
– -$16.8M -242,446 Closed
VMPIC
586
Varma Mutual Pension Insurance Co
Finland
– -$6.22M -90,000 Closed
BFM
587
Boothbay Fund Management
New York
– -$2.25M -32,571 Closed
CC
588
Cipher Capital
New York
– -$1.88M -27,214 Closed
SAM
589
Sandbar Asset Management
United Kingdom
– -$1.04M -15,096 Closed
BCM
590
Bayesian Capital Management
New York
– -$749K -10,828 Closed
FAM
591
Formidable Asset Management
Ohio
– -$726K -10,500 Closed
FF
592
Friedenthal Financial
New Jersey
– -$656K -9,483 Closed
IAIM
593
Industrial Alliance Investment Management
Quebec, Canada
– -$400K -5,788 Closed
RFC
594
Regions Financial Corp
Alabama
– -$325K -4,704 Closed
PI
595
PineBridge Investments
New York
– -$308K -4,458 Closed
JWCA
596
J.W. Coons Advisors
Ohio
– -$300K -4,345 Closed
GIA
597
Gladstone Institutional Advisory
Florida
– -$296K -4,282 Closed
Nomura Holdings
598
Nomura Holdings
Japan
– -$291K -4,212 Closed
Assenagon Asset Management
599
Assenagon Asset Management
Luxembourg
– -$243K -3,511 Closed
CRI
600
Colonial River Investments
Virginia
– -$240K -3,466 Closed
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