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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.

New
Increased
Maintained
Reduced
Closed
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 %
LIA
126
LS Investment Advisors
Michigan
$3.41M +$128K +3,383 +4%
Arrowstreet Capital
127
Arrowstreet Capital
Massachusetts
$3.24M +$3.24M +85,700 New
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$3.2M +$186K +4,913 +6%
GI
129
GAMCO Investors
Connecticut
$3.03M – – –
OC
130
Oppenheimer & Co
New York
$2.95M -$126K -3,333 -4%
OAM
131
Oppenheimer Asset Management
New York
$2.92M +$168K +4,442 +6%
SEI Investments
132
SEI Investments
Pennsylvania
$2.91M -$201K -5,254 -6%
APG Asset Management
133
APG Asset Management
Netherlands
$2.82M +$2.82M +74,689 New
Canada Life
134
Canada Life
Manitoba, Canada
$2.82M -$132K -3,471 -4%
AW
135
ACG Wealth
Georgia
$2.74M -$90.7K -2,399 -3%
OTPPB
136
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.71M -$1.84M -48,574 -40%
AG
137
Aperio Group
California
$2.7M -$372K -9,841 -12%
Asset Management One
138
Asset Management One
Japan
$2.7M -$45.2K -1,197 -2%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$2.69M +$10.4K +274 +0.4%
AM
140
Atwater Malick
Pennsylvania
$2.68M +$64.4K +1,703 +2%
SAM
141
Sandbar Asset Management
United Kingdom
$2.63M +$2.63M +69,599 New
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$2.54M +$419K +11,090 +20%
BC
143
Burney Company
Virginia
$2.54M +$288K +7,624 +13%
AAMU
144
Amundi Asset Management US
Massachusetts
$2.46M -$499K -13,185 -17%
TIM
145
Thompson Investment Management
Wisconsin
$2.43M -$19.7K -520 -0.8%
WG
146
Winton Group
United Kingdom
$2.39M +$662K +17,496 +38%
BC
147
Brinker Capital
Pennsylvania
$2.31M +$78.6K +2,079 +4%
Comerica Bank
148
Comerica Bank
Texas
$2.29M +$178K +4,414 +8%
MIP
149
Marietta Investment Partners
Wisconsin
$2.26M -$22.7K -600 -1%
SFI
150
Susquehanna Fundamental Investments
Pennsylvania
$2.24M +$2.24M +59,100 New
4 5
6
7 8