AOS icon

A.O. Smith

573 hedge funds and large institutions have $7.44B invested in A.O. Smith in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 222 increasing their positions, 209 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-9
Holders Change %
-1.55%
% of All Funds
9.14%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
222
Reduced
209
Closed
61
Calls
$39.7M
Puts
$22.9M
Net Calls
+$16.7M
Net Calls Change
+$5.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IF
401
Insight Folios
North Carolina
$311K -$35.8K -542 -10%
RWB
402
RMR Wealth Builders
New Jersey
$309K
GAM
403
GEM Asset Management
Michigan
$301K
HFP
404
Holistic Financial Partners
Indiana
$298K +$298K +4,500 New
BAM
405
Blueshift Asset Management
New Jersey
$294K +$294K +4,451 New
AC
406
Avestar Capital
New York
$293K -$25.8K -390 -8%
SSW
407
Smith Shellnut Wilson
Mississippi
$292K
PCM
408
Penserra Capital Management
California
$289K -$7.59K -115 -3%
QT
409
Quantamental Technologies
New York
$289K -$110K -1,659 -28%
CIBC World Market
410
CIBC World Market
Ontario, Canada
$288K +$91.1K +1,376 +46%
First Manhattan
411
First Manhattan
New York
$288K +$288K +4,350 New
NRD
412
Nebula Research & Development
New York
$286K -$284K -4,290 -50%
NB
413
Norinchukin Bank
Japan
$284K -$110K -1,660 -28%
AU
414
Algebris (UK)
United Kingdom
$284K -$188K -2,837 -40%
EF
415
Empirical Finance
Pennsylvania
$282K +$26.1K +395 +10%
BS
416
Bessemer Securities
New York
$271K -$647K -9,790 -70%
AWS
417
Atria Wealth Solutions
New York
$270K +$270K +4,080 New
FHA
418
First Horizon Advisors
Tennessee
$269K -$132 -2 -0%
JIC
419
Joel Isaacson & Co
New York
$265K
EFI
420
EHP Funds Inc
Canada
$265K +$265K +4,000 New
AAS
421
Ameritas Advisory Services
Nebraska
$264K +$68 +1 +0%
BRWA
422
B. Riley Wealth Advisors
Florida
$262K +$28.8K +435 +12%
NMIMC
423
Northwestern Mutual Investment Management Company
Wisconsin
$260K +$331 +5 +0.1%
EI
424
Ellevest Inc
New York
$259K +$37.9K +573 +17%
NB
425
Nicolet Bankshares
Wisconsin
$258K