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A.O. Smith

542 hedge funds and large institutions have $6.33B invested in A.O. Smith in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 215 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-43
Holders Change %
-7.35%
% of All Funds
9.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
52
Increased
215
Reduced
206
Closed
87
Calls
$7.77M
Puts
$9.88M
Net Calls
-$2.12M
Net Calls Change
+$208K
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
476
Global Retirement Partners
California
$14K +$2.54K +46 +22%
JWA
477
JFS Wealth Advisors
Pennsylvania
$14K +$3.25K +59 +30%
Baillie Gifford & Co
478
Baillie Gifford & Co
United Kingdom
$14K +$14K +263 New
TWA
479
TCI Wealth Advisors
Arizona
$13K -$106 -2 -0.8%
SPIA
480
Steward Partners Investment Advisory
New York
$13K
RTC
481
Riverview Trust Company
Washington
$13K +$13K +237 New
WTC
482
WhitTier Trust Company
Nevada
$12K +$333 +6 +3%
TPCW
483
TD Private Client Wealth
New York
$12K -$1.7K -31 -12%
Pacer Advisors
484
Pacer Advisors
Pennsylvania
$11K -$578K -10,872 -98%
NFSG
485
Newbridge Financial Services Group
Florida
$11K
MUMSS
486
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K
VCM
487
Versant Capital Management
Arizona
$10K -$722 -13 -7%
PFS
488
Prospera Financial Services
Texas
$9K -$99.4K -1,779 -92%
NIC
489
Northwest Investment Counselors
Oregon
$9K
GWS
490
Glassman Wealth Services
Virginia
$9K +$3.28K +58 +57%
IHWM
491
Iron Horse Wealth Management
Iowa
$8K
AA
492
Addison Advisors
Vermont
$7K -$11.5K -211 -62%
SWA
493
SOA Wealth Advisors
New York
$7K -$2.61K -53 -27%
VNA
494
Valley National Advisers
Pennsylvania
$7K
KFI
495
Key Financial Inc
Pennsylvania
$7K
ZB
496
Zions Bancorporation
Utah
$7K +$3.36K +62 +93%
CWP
497
Concord Wealth Partners
Virginia
$6K -$1.05K -18 -15%
QCG
498
Quadrant Capital Group
Ohio
$6K +$51 +1 +0.9%
PFBT
499
Parkside Financial Bank & Trust
Missouri
$6K +$1.19K +21 +25%
Bank of Montreal
500
Bank of Montreal
Ontario, Canada
$5.52K +$1.03K +18,394 +23%