AOS icon

A.O. Smith

582 hedge funds and large institutions have $8.21B invested in A.O. Smith in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 173 increasing their positions, 236 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+40
Holders Change %
+7.38%
% of All Funds
9.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
79
Increased
173
Reduced
236
Closed
37
Calls
$24.2M
Puts
$12.5M
Net Calls
+$11.6M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
501
Harvest Fund Management
China
$38K +$38K +528 New
WT
502
Whittier Trust
California
$37.3K +$8.88K +122 +31%
GEA
503
Glen Eagle Advisors
New Jersey
$37K
QCG
504
Quadrant Capital Group
Ohio
$34.9K +$218 +3 +0.6%
CA
505
Centerpoint Advisors
Massachusetts
$32K
GI
506
Gradient Investments
Minnesota
$31.4K -$582 -8 -2%
AF
507
Arrow Financial
New York
$28.4K
QC
508
Quent Capital
New York
$25.9K +$1.97K +27 +8%
RMC
509
Resources Management Corp
Connecticut
$25K -$1.97M -27,555 -99%
VSQM
510
V-Square Quantitative Management
Illinois
$23K +$23K +316 New
CAL
511
Capital Advisors Ltd
Ohio
$22K +$19.3K +266 +700%
BAMF
512
BI Asset Management Fondsmaeglerselskab
Denmark
$21K
FFA
513
Farther Finance Advisors
California
$21K -$218 -3 -1%
TFA
514
Transamerica Financial Advisors
Florida
$19K
AS
515
Altshuler Shaham
Israel
$18.8K +$18.8K +258 New
CSPIA
516
Cary Street Partners Investment Advisory
Virginia
$18.2K
JWM
517
Janiczek Wealth Management
Colorado
$18.2K
TFP
518
Tilia Fiduciary Partners
North Carolina
$18.2K
TPCW
519
TD Private Client Wealth
New York
$16.3K -$364 -5 -2%
JWA
520
JFS Wealth Advisors
Pennsylvania
$15.5K -$1.02K -14 -6%
WTC
521
WhitTier Trust Company
Nevada
$15.3K
NFSG
522
Newbridge Financial Services Group
Florida
$14.6K -$8.52K -117 -37%
SPIA
523
Steward Partners Investment Advisory
New York
$14.2K -$8.66K -119 -38%
PFBT
524
Parkside Financial Bank & Trust
Missouri
$13.9K -$1.31K -18 -9%
GWS
525
Glassman Wealth Services
Virginia
$13.3K