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A.O. Smith

652 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, 259 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+24
Holders Change %
+3.82%
% of All Funds
9.45%
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
259
Closed
54
Calls
$59.3M
Puts
$20.3M
Net Calls
+$39M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
476
Philadelphia Trust Company
Pennsylvania
$268K
KWA
477
Kingswood Wealth Advisors
California
$268K +$29.3K +328 +12%
VI
478
Vestcor Inc
New Brunswick, Canada
$266K -$3.14K -35 -1%
GIM
479
Groesbeck Investment Management
New Jersey
$265K
BRWA
480
B. Riley Wealth Advisors
Florida
$262K +$43.5K +657 +20%
IWM
481
IHT Wealth Management
Illinois
$261K +$261K +2,914 New
TAM
482
Townsend Asset Management
North Carolina
$261K +$1.07K +12 +0.4%
SP
483
Symmetry Partners
Connecticut
$260K -$59K -660 -19%
BFEC
484
Benjamin F. Edwards & Company
Missouri
$260K +$6K +67 +2%
DC
485
Davenport & Co
Virginia
$255K +$255K +2,855 New
KeyBank National Association
486
KeyBank National Association
Ohio
$254K -$1.07K -12 -0.4%
NPT
487
Nixon Peabody Trust
Massachusetts
$253K
Public Sector Pension Investment Board (PSP Investments)
488
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$252K
UCFA
489
United Capital Financial Advisors
Texas
$251K -$41.4K -463 -14%
PCIA
490
Prime Capital Investment Advisors
Kansas
$248K +$248K +2,771 New
C
491
Covestor
United Kingdom
$246K +$123K +1,370 +99%
SWM
492
SeaCrest Wealth Management
New York
$246K -$2.59K -29 -1%
EWA
493
EP Wealth Advisors
California
$245K +$245K +2,744 New
WA
494
Wealth Alliance
New York
$245K +$245K +2,742 New
MGIA
495
Moneta Group Investment Advisors
Missouri
$243K +$2.15K +24 +0.9%
CF
496
Copperwynd Financial
Arizona
$242K +$242K +2,703 New
T. Rowe Price Investment Management
497
T. Rowe Price Investment Management
Maryland
$240K +$129K +1,436 +115%
WPC
498
Wedmont Private Capital
Pennsylvania
$238K +$7.87K +91 +3%
OAM
499
Ostrum Asset Management
France
$238K +$66.6K +745 +39%
JE
500
JMAC Enterprises
Pennsylvania
$238K