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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$615M 16,255,251 +385,645 +2%
BlackRock
2
BlackRock
New York
$468M 12,374,572 +718,079 +6%
State Street
3
State Street
Massachusetts
$368M 9,733,848 +457,841 +5%
BBHC
4
Brown Brothers Harriman & Co
New York
$290M 7,662,172 +863,726 +13%
GIM
5
Generation Investment Management
United Kingdom
$157M 4,153,041 +4,153,041 New
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$135M 3,575,107 -461,748 -11%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$121M 3,196,815 +40 +0%
Morgan Stanley
8
Morgan Stanley
New York
$95.8M 2,532,538 +1,970,284 +350%
WRF
9
Waddell & Reed Financial
Kansas
$91.2M 2,412,960 +144,230 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$89.3M 2,366,845 +41,427 +2%
Invesco
11
Invesco
Georgia
$88.1M 2,330,058 -146,002 -6%
ProShare Advisors
12
ProShare Advisors
Maryland
$86.3M 2,283,096 +109,676 +5%
VH
13
ValueAct Holdings
California
$79.1M 2,092,510 +2,092,510 New
Bessemer Group
14
Bessemer Group
New Jersey
$78.2M 2,068,684 +159,488 +8%
Ensign Peak Advisors
15
Ensign Peak Advisors
Utah
$64.9M 1,715,497 -36,164 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$62.1M 1,643,272 +14,927 +0.9%
Northern Trust
17
Northern Trust
Illinois
$59.9M 1,584,250 +33,675 +2%
EVM
18
Eaton Vance Management
Massachusetts
$57.3M 1,507,384 +340,562 +29%
Fundsmith LLP
19
Fundsmith LLP
United Kingdom
$55.4M 1,465,215 +287,167 +24%
Norges Bank
20
Norges Bank
Norway
$54.6M 1,443,918 – –
FMI
21
Fiduciary Management Inc
Wisconsin
$50.8M 1,343,662 +1,343,662 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$49.7M 1,314,546 +60,656 +5%
ACA
23
Anchor Capital Advisors
Massachusetts
$49.6M 1,311,327 -98,399 -7%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$49M 1,295,494 -198,464 -13%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$46.2M 1,190,277 +443,587 +59%
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