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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
SPIA
526
Steward Partners Investment Advisory
New York
$14.2K -$8.15K -119 -38%
PFBT
527
Parkside Financial Bank & Trust
Missouri
$13.9K -$1.23K -18 -9%
GWS
528
Glassman Wealth Services
Virginia
$13.3K
VCM
529
Versant Capital Management
Arizona
$13.1K
PTC
530
Private Trust Company
Ohio
$12.7K -$2.26K -33 -16%
NIC
531
Northwest Investment Counselors
Oregon
$12.5K
FA
532
Fiduciary Alliance
South Carolina
$12.5K +$11.8K +172 New
SSG
533
Summit Securities Group
New York
$12K -$6.03K -88 -35%
DIP
534
DT Investment Partners
Pennsylvania
$11.9K
MRCM
535
M&R Capital Management
New Jersey
$10.5K +$616 +9 +7%
SWA
536
SOA Wealth Advisors
New York
$10K
EWA
537
EverSource Wealth Advisors
Alabama
$10K +$342 +5 +4%
WT
538
Washington Trust
Rhode Island
$9.75K
KFI
539
Key Financial Inc
Pennsylvania
$9.68K
VNA
540
Valley National Advisers
Pennsylvania
$9K +$685 +10 +9%
BCM
541
Birch Capital Management
Texas
$7.89K
MCM
542
MV Capital Management
Maryland
$7.57K +$342 +5 +5%
WPA
543
West Paces Advisors
Georgia
$7.42K
WP
544
WealthPLAN Partners
Nebraska
$7.06K +$6.64K +97 New
BIA
545
Bell Investment Advisors
California
$6.55K
LC
546
Lindbrook Capital
California
$6.48K -$1.44K -21 -19%
HCP
547
Hexagon Capital Partners
Arkansas
$6.4K
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$6.26K
AA
549
Ancora Advisors
Ohio
$6.11K
FMP
550
Financial Management Professionals
Texas
$6K +$1.09K +16 +24%