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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 %
ST
601
Somerset Trust
Pennsylvania
– -$274K -3,760 Closed
WSTAM
602
Wilbanks Smith & Thomas Asset Management
Virginia
– -$265K -3,642 Closed
GHA
603
GW Henssler & Associates
Georgia
– -$255K -3,503 Closed
T
604
TRUADVICE
Florida
– -$223K -3,103 Closed
TC
605
TwinBeech Capital
New York
– -$224K -3,073 Closed
PTC
606
Philadelphia Trust Company
Pennsylvania
– -$218K -3,000 Closed
RJT
607
Raymond James Trust
Florida
– -$218K -2,997 Closed
WA
608
Wealth Alliance
New York
– -$216K -2,970 Closed
GIM
609
Groesbeck Investment Management
New Jersey
– -$215K -2,960 Closed
BMSSC
610
B. Metzler seel. Sohn & Co
Germany
– -$211K -2,901 Closed
TAM
611
Townsend Asset Management
North Carolina
– -$209K -2,878 Closed
DBIA
612
Dumont & Blake Investment Advisors
New Jersey
– -$209K -2,870 Closed
SWM
613
SeaCrest Wealth Management
New York
– -$208K -2,862 Closed
B
614
Bridgeworth
Alabama
– -$208K -2,857 Closed
KeyBank National Association
615
KeyBank National Association
Ohio
– -$207K -2,843 Closed
SI
616
Stephens Inc
Arkansas
– -$206K -2,829 Closed
FB
617
Fulton Bank
Pennsylvania
– -$202K -2,771 Closed
Walleye Trading
618
Walleye Trading
New York
– -$172K -2,365 Closed
Walleye Capital
619
Walleye Capital
New York
– -$98.4K -1,352 Closed
M
620
Mirova
France
– -$61.1K -840 Closed
HFM
621
Harvest Fund Management
China
– -$38K -528 Closed
AS
622
Altshuler Shaham
Israel
– -$18.8K -258 Closed
TFP
623
Tilia Fiduciary Partners
North Carolina
– -$18.2K -250 Closed
FA
624
Fiduciary Alliance
South Carolina
– -$12.5K -172 Closed
SSG
625
Summit Securities Group
New York
– -$12K -162 Closed
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