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A.O. Smith
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Overview Fund Activity

541 hedge funds and large institutions have $7.89B invested in A.O. Smith in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 175 increasing their positions, 204 reducing their positions, and 47 closing their positions.

Holders
541
Holders Change
+12
Holders Change %
+2.27%
% of All Funds
8.66%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
70
Increased
175
Reduced
204
Closed
47
Calls
$21M
Puts
$10.4M
Net Calls
+$10.6M
Net Calls Change
+$3.3M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$99.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$74.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.9M
5
Macquarie Group
5
Macquarie Group
Australia
$147M

Top Sellers

1
JCM
1
Junto Capital Management
New York
$0
2
State Street
2
State Street
Massachusetts
$606M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$137M
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$0
5
ProShare Advisors
5
ProShare Advisors
Maryland
$195M
Name Market Value Shares Shares
Change 		Shares
Change %
PM
51
Pembroke Management
Quebec, Canada
$30M 433,466 -32,231 -7%
Vontobel Holding
52
Vontobel Holding
Switzerland
$30M 433,179 -66,305 -13%
Los Angeles Capital Management
53
Los Angeles Capital Management
California
$28.7M 414,454 +61,771 +18%
Deutsche Bank
54
Deutsche Bank
Germany
$27.9M 403,272 -67,752 -14%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$27M 390,234 -5,708 -1%
Nuveen Asset Management
56
Nuveen Asset Management
Illinois
$26.5M 383,647 -1,414 -0.4%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$24.7M 357,558 -13,344 -4%
Lord, Abbett & Co
58
Lord, Abbett & Co
New Jersey
$24.3M 351,527 +351,527 New
Baird Financial Group
59
Baird Financial Group
Wisconsin
$23.4M 338,582 -208,679 -38%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$22.9M 330,812 +30,407 +10%
GAM
61
GuardCap Asset Management
United Kingdom
$21.3M 308,506 – –
Handelsbanken Fonder
62
Handelsbanken Fonder
Sweden
$21.3M 307,665 -107,652 -26%
Federated Hermes
63
Federated Hermes
Pennsylvania
$21.2M 306,420 +2,068 +0.7%
SIC
64
Schwartz Investment Counsel
Michigan
$21.1M 305,133 – –
CWG
65
C WorldWide Group
Denmark
$21.1M 304,923 +195,272 +178%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$20.5M 297,024 -78 -0%
JAM
67
Jupiter Asset Management
United Kingdom
$20.3M 293,719 +14,798 +5%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$20.1M 290,818 +84,432 +41%
NC
69
Nicholas Company
Wisconsin
$20.1M 290,376 -165 -0.1%
BNP Paribas Asset Management
70
BNP Paribas Asset Management
France
$18.6M 268,695 -14,944 -5%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$17.6M 254,607 -38,252 -13%
CVA
72
Ceredex Value Advisors
Florida
$17.3M 249,610 -14,500 -5%
UH
73
Unigestion Holding
Switzerland
$17.1M 251,802 -61,925 -20%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$17M 246,055 +16,110 +7%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$17M 245,848 -31,229 -11%
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