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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 %
PF
401
Phoenix Financial
Israel
$400K +$400K +4,841 New
PCM
402
Penserra Capital Management
California
$397K +$36.6K +445 +10%
CS
403
Candriam SCA
Luxembourg
$391K
AAS
404
Avantax Advisory Services
Texas
$389K -$3.96K -48 -1%
RWB
405
RMR Wealth Builders
New Jersey
$385K
PTC
406
Petrus Trust Company
Texas
$384K -$77.8K -944 -17%
GS
407
GTS Securities
New York
$382K +$69.2K +839 +22%
CIBC World Market
408
CIBC World Market
Ontario, Canada
$373K +$14.2K +172 +4%
IF
409
Insight Folios
North Carolina
$372K -$15.5K -188 -4%
William Blair & Company
410
William Blair & Company
Illinois
$370K +$77.2K +936 +26%
EF
411
Empirical Finance
Pennsylvania
$368K +$16.7K +202 +5%
GAM
412
GEM Asset Management
Michigan
$364K -$11.3K -137 -3%
FA
413
FDx Advisors
Illinois
$363K -$61.6K -747 -15%
KRSITF
414
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$361K -$32.6K -395 -8%
First Manhattan
415
First Manhattan
New York
$359K
EI
416
Ellevest Inc
New York
$357K +$34.9K +423 +11%
UFF
417
USA Financial Formulas
Michigan
$357K +$357K +4,333 New
FFA
418
Florida Financial Advisors
Florida
$356K +$356K +4,178 New
AC
419
Avestar Capital
New York
$354K -$11.1K -135 -3%
FHA
420
First Horizon Advisors
Tennessee
$344K +$8K +97 +2%
NB
421
Norinchukin Bank
Japan
$340K -$13.9K -168 -4%
RCA
422
Resonant Capital Advisors
Wisconsin
$340K -$81.9K -994 -19%
SAI
423
Savvy Advisors Inc
New York
$338K +$338K +4,100 New
JIC
424
Joel Isaacson & Co
New York
$330K
NB
425
Nicolet Bankshares
Wisconsin
$328K +$6.68K +81 +2%