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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 %
FB
476
Fulton Bank
Pennsylvania
$224K +$224K +2,721 New
BTI
477
Blue Trust Inc
Georgia
$224K +$36.2K +549 +19%
LFG
478
Larson Financial Group
Missouri
$223K +$55.8K +677 +33%
MGIA
479
Moneta Group Investment Advisors
Missouri
$222K +$222K +2,687 New
KWA
480
Kingswood Wealth Advisors
California
$220K +$220K +2,666 New
SWM
481
SeaCrest Wealth Management
New York
$219K +$219K +2,776 New
JE
482
JMAC Enterprises
Pennsylvania
$219K +$219K +2,656 New
JWCA
483
J.W. Coons Advisors
Ohio
$218K +$218K +2,645 New
PWPS
484
Pinnacle Wealth Planning Services
Ohio
$217K +$217K +2,635 New
MM
485
MQS Management
New York
$216K -$247K -2,996 -53%
XT
486
XTX Topco
Cayman Islands
$216K +$216K +2,617 New
NA
487
NewEdge Advisors
Louisiana
$213K +$36.1K +438 +20%
WPC
488
Wedmont Private Capital
Pennsylvania
$211K +$211K +2,664 New
GSEP
489
Golden State Equity Partners
California
$209K +$209K +2,532 New
EBA
490
Eagle Bay Advisors
New York
$208K -$78.9K -957 -28%
JFL
491
Jarislowsky, Fraser Ltd
Quebec, Canada
$206K +$206K +2,494 New
ST
492
Somerset Trust
Pennsylvania
$204K +$204K +2,474 New
BW
493
Bison Wealth
Georgia
$202K +$202K +2,455 New
CWA
494
Clarus Wealth Advisors
Arizona
$201K +$201K +2,497 New
BONH
495
Bank of New Hampshire
New Hampshire
$196K -$89.4K -1,085 -31%
CIM
496
Contravisory Investment Management
Massachusetts
$179K
CI Investments Inc
497
CI Investments Inc
Ontario, Canada
$178K -$27K -327 -13%
HI
498
Horizon Investments
North Carolina
$175K +$8.29K +101 +5%
CFGS
499
Concourse Financial Group Securities
Alabama
$174K -$30.6K -371 -15%
Northwestern Mutual Wealth Management
500
Northwestern Mutual Wealth Management
Wisconsin
$165K +$11.9K +144 +8%