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A.O. Smith

573 hedge funds and large institutions have $7.44B invested in A.O. Smith in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 222 increasing their positions, 209 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-9
Holders Change %
-1.55%
% of All Funds
9.14%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
222
Reduced
209
Closed
61
Calls
$39.7M
Puts
$22.9M
Net Calls
+$16.7M
Net Calls Change
+$5.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DIP
526
DT Investment Partners
Pennsylvania
$10.8K
SWA
527
SOA Wealth Advisors
New York
$9.13K
EWA
528
EverSource Wealth Advisors
Alabama
$9.13K
WT
529
Washington Trust
Rhode Island
$8.86K
KFI
530
Key Financial Inc
Pennsylvania
$8.8K
EAM
531
Erste Asset Management
Austria
$8.6K +$8.6K +130 New
BCM
532
Birch Capital Management
Texas
$7.17K
VNA
533
Valley National Advisers
Pennsylvania
$7K -$619 -10 -8%
MCM
534
MV Capital Management
Maryland
$6.88K
LC
535
Lindbrook Capital
California
$6.61K +$727 +11 +12%
SFG
536
Steward Financial Group
Texas
$6K +$6K +97 New
BIA
537
Bell Investment Advisors
California
$5.95K
CA
538
Clearstead Advisors
Ohio
$5.82K +$5.82K +88 New
HCP
539
Hexagon Capital Partners
Arkansas
$5.81K
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$5.69K
AA
541
Ancora Advisors
Ohio
$5.56K
VWM
542
Venturi Wealth Management
Texas
$5.49K +$5.49K +83 New
AWM
543
Ameliora Wealth Management
Switzerland
$5.29K
OCM
544
Orion Capital Management
California
$5.29K +$5.29K +80 New
FMP
545
Financial Management Professionals
Texas
$5K
BWL
546
Bogart Wealth LLC
Virginia
$4.96K
HGERS
547
Householder Group Estate & Retirement Specialist
Arizona
$4.83K +$4.83K +73 New
HIA
548
Harbor Investment Advisory
Maryland
$4.43K
CFD
549
Creative Financial Designs
Indiana
$3.9K +$3.9K +59 New
ZB
550
Zions Bancorporation
Utah
$3.51K