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A.O. Smith

585 hedge funds and large institutions have $8.21B invested in A.O. Smith in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 236 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

93% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $12.5M

8% more funds holding

Funds holding: 544585 (+41)

4% more capital invested

Capital invested by funds: $7.89B → $8.21B (+$323M)

0.73% more ownership

Funds ownership: 90.08%90.81% (+0.73%)

26% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 236

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
585
Holders Change
+41
Holders Change %
+7.54%
% of All Funds
9.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
80
Increased
174
Reduced
236
Closed
37
Calls
$24.2M
Puts
$12.5M
Net Calls
+$11.6M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
501
Addison Advisors
Vermont
$38.1K +$4.52K +66 +14%
BTI
502
Blue Trust Inc
Georgia
$38K -$369K -5,390 -91%
HFM
503
Harvest Fund Management
China
$38K +$36.1K +528 New
WT
504
Whittier Trust
California
$37.3K +$8.35K +122 +31%
GEA
505
Glen Eagle Advisors
New Jersey
$37K
QCG
506
Quadrant Capital Group
Ohio
$34.9K +$205 +3 +0.6%
CA
507
Centerpoint Advisors
Massachusetts
$32K
GI
508
Gradient Investments
Minnesota
$31.4K -$548 -8 -2%
AF
509
Arrow Financial
New York
$28.4K
QC
510
Quent Capital
New York
$25.9K +$1.85K +27 +8%
RMC
511
Resources Management Corp
Connecticut
$25K -$1.89M -27,555 -99%
VSQM
512
V-Square Quantitative Management
Illinois
$23K +$21.6K +316 New
CAL
513
Capital Advisors Ltd
Ohio
$22K +$18.2K +266 +700%
BAMF
514
BI Asset Management Fondsmaeglerselskab
Denmark
$21K
FFA
515
Farther Finance Advisors
California
$21K -$205 -3 -1%
TFA
516
Transamerica Financial Advisors
Florida
$19K
AS
517
Altshuler Shaham
Israel
$18.8K +$17.7K +258 New
CSPIA
518
Cary Street Partners Investment Advisory
Virginia
$18.2K
JWM
519
Janiczek Wealth Management
Colorado
$18.2K
TFP
520
Tilia Fiduciary Partners
North Carolina
$18.2K
TPCW
521
TD Private Client Wealth
New York
$16.3K -$342 -5 -2%
JWA
522
JFS Wealth Advisors
Pennsylvania
$15.5K -$958 -14 -6%
WTC
523
WhitTier Trust Company
Nevada
$15.3K
NFSG
524
Newbridge Financial Services Group
Florida
$14.6K -$8.01K -117 -37%
CT
525
Caldwell Trust
Florida
$14.6K