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A.O. Smith

651 hedge funds and large institutions have $10.2B invested in A.O. Smith in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 221 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+24
Holders Change %
+3.83%
% of All Funds
9.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
87
Increased
221
Reduced
258
Closed
54
Calls
$59.3M
Puts
$20.3M
Net Calls
+$39M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
426
Resonant Capital Advisors
Wisconsin
$368K -$537 -6 -0.1%
AAS
427
Avantax Advisory Services
Texas
$368K -$53.4K -597 -13%
TAM
428
Trillium Asset Management
Massachusetts
$367K -$5.2M -58,186 -93%
JIC
429
Joel Isaacson & Co
New York
$366K +$7.87K +88 +2%
NB
430
Norinchukin Bank
Japan
$364K -$4.74K -53 -1%
AAS
431
Ameritas Advisory Services
Nebraska
$364K +$96.2K +1,152 +36%
KRSITF
432
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$363K -$28.9K -323 -7%
AC
433
Avestar Capital
New York
$362K -$22.2K -248 -6%
PWPS
434
Pinnacle Wealth Planning Services
Ohio
$358K +$123K +1,372 +52%
LIP
435
Lighthouse Investment Partners
Florida
$358K +$358K +4,000 New
CWM
436
Cornerstone Wealth Management
Missouri
$353K +$353K +3,946 New
William Blair & Company
437
William Blair & Company
Illinois
$352K -$50.1K -560 -12%
SAI
438
Savvy Advisors Inc
New York
$349K -$17.9K -200 -5%
NB
439
Nicolet Bankshares
Wisconsin
$349K -$7.25K -81 -2%
NMIMC
440
Northwestern Mutual Investment Management Company
Wisconsin
$349K +$984 +11 +0.3%
ALAM
441
Asahi Life Asset Management
Japan
$346K +$346K +3,870 New
IF
442
Insight Folios
North Carolina
$343K -$60.2K -673 -15%
UFF
443
USA Financial Formulas
Michigan
$341K -$46.4K -519 -12%
MYLI
444
Meiji Yasuda Life Insurance
Japan
$340K +$47.4K +530 +16%
MFIM
445
Mesirow Financial Investment Management
Illinois
$337K -$3.67K -41 -1%
SI
446
Stephens Inc
Arkansas
$335K +$5.99K +67 +2%
GT
447
Glenmede Trust
Pennsylvania
$335K +$53.6K +599 +19%
CIBC World Market
448
CIBC World Market
Ontario, Canada
$323K -$81.8K -914 -20%
FAIM
449
Financial Advocates Investment Management
Washington
$321K +$12.6K +141 +4%
LIM
450
Loudon Investment Management
New Hampshire
$319K -$179K -2,005 -36%