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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.

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 %
TD Asset Management
201
TD Asset Management
Ontario, Canada
$1.04M -$8.83M -233,757 -89%
HIC
202
Harvey Investment Company
Kentucky
$1.01M +$280K +7,400 +39%
Macquarie Group
203
Macquarie Group
Australia
$992K -$937K -24,788 -49%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$982K +$31.5K +832 +3%
URS
205
Utah Retirement Systems
Utah
$978K – – –
ECM
206
ETrade Capital Management
Virginia
$958K +$493K +13,019 +106%
O
207
Ossiam
France
$957K +$957K +25,310 New
AII
208
AGF Investments Inc
Ontario, Canada
$955K +$33.1K +876 +4%
TPSF
209
Texas Permanent School Fund
Texas
$940K +$22.1K +586 +2%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$933K -$1.84M -48,649 -66%
TCM
211
Twin Capital Management
Pennsylvania
$929K +$929K +24,580 New
PAM
212
Panagora Asset Management
Massachusetts
$899K +$561K +14,838 +166%
SOADOR
213
State of Alaska Department of Revenue
Alaska
$892K +$40.3K +1,066 +5%
IA
214
Icon Advisers
Colorado
$877K – – –
SG Americas Securities
215
SG Americas Securities
New York
$876K -$582K -15,386 -40%
Neuberger Berman Group
216
Neuberger Berman Group
New York
$868K -$34.7K -917 -4%
LPL Financial
217
LPL Financial
California
$854K -$234K -6,189 -22%
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$837K +$370K +9,779 +79%
UH
219
Unigestion Holding
Switzerland
$830K +$830K +21,933 New
MLICM
220
Metropolitan Life Insurance Company (MetLife)
New York
$821K -$4.84K -128 -0.6%
TCOT
221
Trust Company of Toledo
Ohio
$819K – – –
Truist Financial
222
Truist Financial
North Carolina
$819K +$456K +12,062 +126%
EAM
223
Eukles Asset Management
Ohio
$815K -$93.8K -2,481 -10%
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$790K – – –
MSL
225
Mackay Shields LLC
New York
$786K -$4.01K -106 -0.5%
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9
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