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A.O. Smith
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Overview Fund Activity

651 hedge funds and large institutions have $10.2B invested in A.O. Smith in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 221 increasing their positions, 258 reducing their positions, and 54 closing their positions.

Holders
651
Holders Change
+24
Holders Change %
+3.83%
% of All Funds
9.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
87
Increased
221
Reduced
258
Closed
54
Calls
$59.3M
Puts
$20.3M
Net Calls
+$39M
Net Calls Change
+$15.8M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$309M
2
BlackRock
2
BlackRock
New York
$946M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$178M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$64.4M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$303M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$161M
2
Millennium Management
2
Millennium Management
New York
$10.4M
3
Amundi
3
Amundi
France
$158M
4
Bessemer Group
4
Bessemer Group
New Jersey
$70.2M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
676
Petrus Trust Company
Texas
– -$384K -4,658 Closed
GS
677
GTS Securities
New York
– -$382K -4,637 Closed
FA
678
FDx Advisors
Illinois
– -$363K -4,401 Closed
HIIFS
679
Harel Insurance Investments & Financial Services
Israel
– -$285K -3,471 Closed
CIA
680
Concurrent Investment Advisors
Florida
– -$276K -3,349 Closed
SFA
681
Sequoia Financial Advisors
Ohio
– -$253K -3,072 Closed
FTDI
682
First Trust Direct Indexing
Massachusetts
– -$233K -2,828 Closed
BCM
683
Bayesian Capital Management
New York
– -$231K -2,807 Closed
LCWP
684
Legacy Capital Wealth Partners
Arkansas
– -$231K -2,800 Closed
MM
685
MQS Management
New York
– -$216K -2,621 Closed
XT
686
XTX Topco
Cayman Islands
– -$216K -2,617 Closed
BW
687
Bison Wealth
Georgia
– -$202K -2,455 Closed
TWM
688
Tradition Wealth Management
Minnesota
– -$114K -1,379 Closed
KI
689
Kapitalo Investimentos
Brazil
– -$99K -1,201 Closed
GI
690
Gradient Investments
Minnesota
– -$35.6K -432 Closed
GWS
691
Glassman Wealth Services
Virginia
– -$14.8K -180 Closed
EAM
692
Erste Asset Management
Austria
– -$10.7K -130 Closed
TCWA
693
Turtle Creek Wealth Advisors
Texas
– -$9.48K -115 Closed
MIM
694
Macroview Investment Management
Maryland
– -$7.5K -91 Closed
HT
695
Headlands Technologies
Illinois
– -$6.1K -74 Closed
CTA
696
Colonial Trust Advisors
South Carolina
– -$4.86K -59 Closed
PA
697
Pineridge Advisors
Missouri
– -$3.79K -46 Closed
RFG
698
REAP Financial Group
Texas
– -$3.56K -43 Closed
PAS
699
Point72 Asia (Singapore)
Singapore
– -$2.89K -35 Closed
Group One Trading
700
Group One Trading
Illinois
– -$1.73K -21 Closed
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