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A.O. Smith
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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 Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
76
Principal Financial Group
Iowa
$7.96M 210,563 -3,709 -2%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$7.89M 208,747 +27,582 +15%
PM
78
Pembroke Management
Quebec, Canada
$7.69M 203,326 +39,092 +24%
Connor, Clark & Lunn Investment Management (CC&L)
79
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.65M 202,408 +202,408 New
Victory Capital Management
80
Victory Capital Management
Texas
$7.34M 194,198 -117,088 -38%
Prudential Financial
81
Prudential Financial
New Jersey
$7.32M 193,684 +62,054 +47%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$7.29M 192,871 -2,500 -1%
CS
83
Credit Suisse
Switzerland
$7.28M 192,481 -111,140 -37%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$7.25M 191,829 +11,045 +6%
Handelsbanken Fonder
85
Handelsbanken Fonder
Sweden
$6.75M 178,513 +19,677 +12%
PCM
86
Peregrine Capital Management
Minnesota
$6.71M 177,575 -238,245 -57%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$6.69M 176,890 +744 +0.4%
NI
88
Nuance Investments
Missouri
$6.67M 176,320 +176,320 New
GLA
89
Great Lakes Advisors
Illinois
$6.66M 176,102 +3,047 +2%
GIA
90
Gateway Investment Advisers
Ohio
$6.65M 175,988 +175,988 New
Citadel Advisors
91
Citadel Advisors
Florida
$6.53M 172,785 +143,634 +493%
SIC
92
Schwartz Investment Counsel
Michigan
$6.52M 172,300 -462,100 -73%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$6.08M 160,899 -23,280 -13%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$5.95M 157,241 -198,413 -56%
1IA
95
1834 Investment Advisors
Wisconsin
$5.68M 150,095 +114,001 +316%
Allianz Asset Management
96
Allianz Asset Management
Germany
$5.61M 148,352 -10,354 -7%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$5.56M 147,021 +51,431 +54%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.43M 143,656 +13,602 +10%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$5.41M 143,088 -52,460 -27%
VRS
100
Virginia Retirement Systems
Virginia
$5.22M 138,000 – –
2 3
4
5 6