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A.O. Smith
AOS

Overview Fund Activity

628 hedge funds and large institutions have $9.35B invested in A.O. Smith in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 195 increasing their positions, 243 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+55
Holders Change %
+9.6%
% of All Funds
9.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
110
Increased
195
Reduced
243
Closed
49
Calls
$39.2M
Puts
$16M
Net Calls
+$23.2M
Net Calls Change
+$6.48M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$332M
2
Select Equity Group
Select Equity Group
New York
$44.1M
3
Amundi
Amundi
France
$185M
4
Norges Bank
Norges Bank
Norway
$108M
5
BlackRock
BlackRock
New York
$831M

Top Sellers

1
Millennium Management
Millennium Management
New York
$73.5M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$291M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$126M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
576
SOA Wealth Advisors
New York
$11.4K – – –
KFI
577
Key Financial Inc
Pennsylvania
$11K – – –
EAM
578
Erste Asset Management
Austria
$10.7K – – –
PPC
579
Park Place Capital
Alabama
$9.65K -$56.5K -685 -85%
TCWA
580
Turtle Creek Wealth Advisors
Texas
$9.48K +$9.48K +115 New
VNA
581
Valley National Advisers
Pennsylvania
$9K – – –
VWM
582
Venturi Wealth Management
Texas
$8.66K +$1.81K +22 +27%
MCM
583
MV Capital Management
Maryland
$8.57K – – –
EC
584
EntryPoint Capital
New York
$8K +$8K +97 New
MIM
585
Macroview Investment Management
Maryland
$7.5K +$7.5K +91 New
BIA
586
Bell Investment Advisors
California
$7.42K – – –
RIL
587
Rothschild Investment LLC
Illinois
$7.42K +$7.42K +90 New
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$7.09K – – –
HCP
589
Hexagon Capital Partners
Arkansas
$7.08K -$165 -2 -2%
FMP
590
Financial Management Professionals
Texas
$7K – – –
AA
591
Ancora Advisors
Ohio
$6.93K – – –
OP
592
ORG Partners
Indiana
$6.8K -$633K -7,448 -99%
WT
593
Washington Trust
Rhode Island
$6.71K -$4.39K -53 -40%
AWM
594
Ameliora Wealth Management
Switzerland
$6.6K – – –
CFO
595
CVA Family Office
Colorado
$6.51K +$6.51K +79 New
HT
596
Headlands Technologies
Illinois
$6.1K +$6.1K +74 New
HIA
597
Harbor Investment Advisory
Maryland
$5.52K – – –
HI
598
Harbour Investments
Wisconsin
$5.28K +$5.11K +62 +3,100%
CFD
599
Creative Financial Designs
Indiana
$4.86K – – –
CTA
600
Colonial Trust Advisors
South Carolina
$4.86K +$3.3K +40 +211%
22 23
24
25 26