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A.O. Smith

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
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
326
D.A. Davidson & Co
Montana
$781K +$15.2K +184 +2%
DA
327
Duality Advisers
Florida
$774K -$643K -7,800 -45%
MSRPS
328
Maryland State Retirement & Pension System
Maryland
$772K
HSA
329
HBK Sorce Advisory
Pennsylvania
$757K -$7.91K -96 -1%
QI
330
Qtron Investments
Massachusetts
$755K
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$747K +$67.7K +821 +10%
UWS
332
Unique Wealth Strategies
Illinois
$747K +$747K +9,058 New
Allianz Asset Management
333
Allianz Asset Management
Germany
$739K -$207K -2,516 -22%
BHPW
334
Beverly Hills Private Wealth
California
$738K -$62.6K -759 -8%
ICM
335
IMS Capital Management
Oregon
$722K -$33K -400 -4%
JGUA
336
John G. Ullman & Associates
New York
$717K
LTAS
337
Linden Thomas Advisory Services
North Carolina
$717K +$8.16K +99 +1%
IC
338
IEQ Capital
California
$711K -$205K -2,490 -22%
CF
339
Centaurus Financial
California
$709K -$46.7K -566 -6%
DF
340
Donoghue Forlines
Massachusetts
$708K +$8.74K +106 +1%
SG Americas Securities
341
SG Americas Securities
New York
$708K -$970K -11,765 -58%
IAA
342
Independent Advisor Alliance
North Carolina
$705K -$350K -4,248 -33%
SSA
343
Schonfeld Strategic Advisors
New York
$704K -$5.7M -69,176 -89%
VPIM
344
Vanguard Personalized Indexing Management
California
$702K +$98.3K +1,192 +16%
SEC
345
Seven Eight Capital
New York
$690K -$456K -5,529 -40%
AT
346
Arlington Trust
Alabama
$690K +$690K +8,372 New
Bank Julius Baer & Co
347
Bank Julius Baer & Co
Switzerland
$684K -$8.41K -102 -1%
HIMCH
348
Hartford Investment Management Co (HIMCO)
Connecticut
$680K -$19.1K -232 -3%
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$678K +$65.5K +795 +11%
SFSG
350
Sound Financial Strategies Group
Mississippi
$675K -$417K -5,063 -38%