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A.O. Smith
AOS

Overview Fund Activity

628 hedge funds and large institutions have $9.35B invested in A.O. Smith in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 195 increasing their positions, 243 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+55
Holders Change %
+9.6%
% of All Funds
9.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
110
Increased
195
Reduced
243
Closed
49
Calls
$39.2M
Puts
$16M
Net Calls
+$23.2M
Net Calls Change
+$6.48M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$332M
2
Select Equity Group
Select Equity Group
New York
$44.1M
3
Amundi
Amundi
France
$185M
4
Norges Bank
Norges Bank
Norway
$108M
5
BlackRock
BlackRock
New York
$831M

Top Sellers

1
Millennium Management
Millennium Management
New York
$73.5M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$291M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$126M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
151
Brinker Capital Investments
Pennsylvania
$5.36M -$442K -5,579 -8%
Asset Management One
152
Asset Management One
Japan
$5.34M +$763K +9,278 +17%
Canada Pension Plan Investment Board
153
Canada Pension Plan Investment Board
Ontario, Canada
$5.33M -$1.02M -12,403 -16%
State of New Jersey Common Pension Fund D
154
State of New Jersey Common Pension Fund D
New Jersey
$5.25M – – –
TAM
155
Trillium Asset Management
Massachusetts
$5.13M +$559K +6,777 +12%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$4.97M -$2.15M -26,129 -30%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.92M +$53.6K +650 +1%
LIA
158
LBMC Investment Advisors
Tennessee
$4.86M +$1.9K +23 +0%
AAIS
159
ABN AMRO Investment Solutions
$4.83M -$323K -3,915 -6%
HF
160
HRT Financial
New York
$4.75M +$4.75M +57,635 New
MSV
161
MN Services Vermogensbeheer
Netherlands
$4.72M -$181K -2,200 -4%
ECM
162
ExodusPoint Capital Management
New York
$4.61M -$1.09M -13,209 -19%
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$4.6M +$1.24M +15,027 +37%
Treasurer of the State of North Carolina
164
Treasurer of the State of North Carolina
North Carolina
$4.57M +$125K +1,512 +3%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$4.5M +$385K +4,664 +9%
DJSG
166
D.J. St. Germain
Massachusetts
$4.37M +$75.9K +921 +2%
Neuberger Berman Group
167
Neuberger Berman Group
New York
$4.18M +$1.08M +13,099 +35%
GAM
168
Gotham Asset Management
New York
$4.11M -$2.9M -35,126 -41%
CCIA
169
Campbell & Co Investment Adviser
Maryland
$4.11M +$2.21M +26,804 +116%
VOYA Investment Management
170
VOYA Investment Management
Georgia
$4.08M -$98.4K -1,193 -2%
BPA
171
Beacon Pointe Advisors
California
$4.07M -$1.2M -14,500 -23%
TIM
172
Thompson Investment Management
Wisconsin
$4.07M -$301K -3,654 -7%
TPI
173
Trust Point Inc
Wisconsin
$4.05M +$4.05M +49,088 New
SLG
174
Stanley-Laman Group
Pennsylvania
$3.99M -$51.8K -628 -1%
Corient Private Wealth
175
Corient Private Wealth
Florida
$3.94M -$8.41K -102 -0.2%
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