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A.O. Smith

633 hedge funds and large institutions have $7.54B invested in A.O. Smith in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 212 increasing their positions, 241 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
-13
Holders Change %
-2.01%
% of All Funds
8.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
93
Increased
212
Reduced
241
Closed
95
Calls
$55.3M
Puts
$15.5M
Net Calls
+$39.8M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
326
Ethic Inc
New York
$759K -$504K -7,387 -40%
Rafferty Asset Management
327
Rafferty Asset Management
New York
$759K +$73K +1,070 +11%
Pacer Advisors
328
Pacer Advisors
Pennsylvania
$757K -$3.21K -47 -0.4%
CB
329
Cadence Bank
Mississippi
$748K +$138K +2,025 +23%
CIG
330
CCM Investment Group
Minnesota
$746K +$746K +10,972 New
HAG
331
HighPoint Advisor Group
Illinois
$746K -$858 -13 -0.1%
Nordea Investment Management
332
Nordea Investment Management
Sweden
$740K
DFCM
333
Dark Forest Capital Management
Puerto Rico
$725K +$492K +7,219 +212%
Lido Advisors
334
Lido Advisors
California
$722K +$22.8K +334 +3%
Acadian Asset Management
335
Acadian Asset Management
Massachusetts
$720K +$273K +4,005 +61%
SA
336
SRN Advisors
Pennsylvania
$717K -$10.7K -157 -1%
DADC
337
D.A. Davidson & Co
Montana
$711K +$44.6K +654 +7%
OPERF
338
Oregon Public Employees Retirement Fund
Oregon
$699K +$682 +10 +0.1%
SFSG
339
Sound Financial Strategies Group
Mississippi
$694K +$118K +1,732 +21%
LWM
340
Lionshead Wealth Management
New York
$692K +$692K +10,143 New
Truist Financial
341
Truist Financial
North Carolina
$680K -$205K -3,006 -23%
CAG
342
Cypress Advisory Group
Arizona
$677K +$677K +9,920 New
TC
343
TownSquare Capital
Utah
$675K +$675K +9,898 New
GIBU
344
Gulf International Bank (UK)
United Kingdom
$662K -$18.4K -270 -3%
MML Investors Services
345
MML Investors Services
Massachusetts
$648K +$18.1K +265 +3%
IAA
346
Independent Advisor Alliance
North Carolina
$638K +$65.6K +962 +11%
WAM
347
Weiss Asset Management
Massachusetts
$636K +$636K +9,326 New
QI
348
Qtron Investments
Massachusetts
$629K -$104K -1,523 -14%
UAS
349
United Asset Strategies
New York
$627K +$20K +293 +3%
PP
350
Prudential plc
United Kingdom
$625K -$923K -13,536 -60%