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A.O. Smith
AOS

Overview Fund Activity

430 hedge funds and large institutions have $4.94B invested in A.O. Smith in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 163 increasing their positions, 162 reducing their positions, and 88 closing their positions.

Holders
430
Holders Change
-31
Holders Change %
-6.72%
% of All Funds
9.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
61
Increased
163
Reduced
162
Closed
88
Calls
$6.67M
Puts
$6.43M
Net Calls
+$241K
Net Calls Change
-$534K

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$157M
2
VH
2
ValueAct Holdings
California
$79.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$95.8M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$50.8M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$290M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$29.8M
2
American Century Companies
2
American Century Companies
Missouri
$3.96M
3
Wells Fargo
3
Wells Fargo
California
$29.1M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$10M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$20.5M -$63.7K -1,686 -0.3%
Swiss National Bank
52
Swiss National Bank
Switzerland
$20.1M +$3.62M +95,800 +22%
Nuveen Asset Management
53
Nuveen Asset Management
Illinois
$19.8M +$232K +6,143 +1%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$19.6M +$959K +25,360 +5%
Ninety One (UK)
55
Ninety One (UK)
United Kingdom
$17.8M +$454K +12,004 +3%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$16.2M -$1.34M -35,335 -8%
Nomura Asset Management
57
Nomura Asset Management
Japan
$15.7M +$4.96M +131,140 +46%
BTW
58
Boston Trust Walden
Massachusetts
$15.4M +$3.15M +83,246 +26%
JAM
59
Jupiter Asset Management
United Kingdom
$15.2M +$70K +1,852 +0.5%
UBS Group
60
UBS Group
Switzerland
$15.1M -$9.64M -254,992 -39%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$12.9M +$2.51M +66,338 +24%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$11.7M -$1.81M -47,813 -13%
ZDA
63
Zweig-DiMenna Associates
New York
$11.6M +$11.6M +306,941 New
BFM
64
Boston Financial Management
Massachusetts
$10.9M +$236K +6,247 +2%
ClearBridge Investments
65
ClearBridge Investments
New York
$10.8M -$126K -3,339 -1%
RS
66
Robeco Schweiz
Switzerland
$10.4M -$555K -14,372 -5%
PP
67
Patten & Patten
Tennessee
$10.4M -$856K -22,633 -8%
AllianceBernstein
68
AllianceBernstein
Tennessee
$10M -$67M -1,771,347 -87%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$9.65M -$1.93M -51,006 -17%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$9.38M +$479K +12,673 +5%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$9.31M -$130K -3,407 -1%
GC
72
Guggenheim Capital
Illinois
$8.8M +$2.99M +78,986 +51%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$8.31M -$14.1K -373 -0.2%
AAMU
74
AEGON Asset Management (UK)
United Kingdom
$8.1M – – –
TAM
75
Trillium Asset Management
Massachusetts
$8.02M +$951K +25,163 +13%
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3
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