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A.O. Smith
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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 %
ESCM
651
Echo Street Capital Management
New York
– -$481K -7,269 Closed
LNWTC
652
Laird Norton Wetherby Trust Company
Washington
– -$463K -7,000 Closed
AI
653
AdvisorShares Investments
Maryland
– -$390K -5,896 Closed
DFCM
654
Dark Forest Capital Management
Puerto Rico
– -$359K -5,425 Closed
HFP
655
Holistic Financial Partners
Indiana
– -$298K -4,500 Closed
BAM
656
Blueshift Asset Management
New Jersey
– -$294K -4,451 Closed
NRD
657
Nebula Research & Development
New York
– -$286K -4,330 Closed
BS
658
Bessemer Securities
New York
– -$271K -4,103 Closed
EFI
659
EHP Funds Inc
Canada
– -$265K -4,000 Closed
VF
660
Virtu Financial
New York
– -$255K -3,851 Closed
ACM
661
Aquatic Capital Management
Illinois
– -$212K -3,200 Closed
Point72 Asset Management
662
Point72 Asset Management
Connecticut
– -$53.8K -813 Closed
AWA
663
Artemis Wealth Advisors
New York
– -$36.7K -555 Closed
CSPIA
664
Cary Street Partners Investment Advisory
Virginia
– -$16.5K -250 Closed
TFA
665
Transamerica Financial Advisors
Florida
– -$17K -250 Closed
WTG
666
West Tower Group
Virginia
– -$14.4K -217 Closed
NIC
667
Northwest Investment Counselors
Oregon
– -$11.4K -172 Closed
BCM
668
Birch Capital Management
Texas
– -$7.17K -108 Closed
OCM
669
Orion Capital Management
California
– -$5.29K -80 Closed
HGERS
670
Householder Group Estate & Retirement Specialist
Arizona
– -$4.83K -73 Closed
NMG
671
New Millennium Group
Utah
– -$2.18K -33 Closed
CWP
672
Concord Wealth Partners
Virginia
– -$2.12K -32 Closed
BAAM
673
Baker Avenue Asset Management
California
– -$1.98K -30 Closed
FRA
674
Front Row Advisors
California
– -$1.59K -24 Closed
GWSG
675
GPS Wealth Strategies Group
Colorado
– -$1.01K -15 Closed
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