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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 %
Capstone Investment Advisors
526
Capstone Investment Advisors
New York
$200K +$200K +2,234 New
BONH
527
Bank of New Hampshire
New Hampshire
$194K -$18.4K -206 -9%
EBA
528
Eagle Bay Advisors
New York
$182K -$43.1K -482 -19%
HI
529
Horizon Investments
North Carolina
$172K -$18.4K -207 -10%
BWM
530
BKM Wealth Management
Wisconsin
$169K -$4.29K -48 -2%
Northwestern Mutual Wealth Management
531
Northwestern Mutual Wealth Management
Wisconsin
$168K -$11.9K -133 -7%
GI
532
GAMMA Investing
California
$167K +$34.1K +381 +26%
GCM
533
Gladius Capital Management
Illinois
$156K -$15.3K -171 -9%
ST
534
Smithfield Trust
Pennsylvania
$144K +$3.75K +42 +3%
NIMI
535
Natixis Investment Managers International
France
$143K -$17.4K -195 -11%
SWM
536
Spire Wealth Management
Virginia
$141K -$5.19K -58 -4%
GRP
537
Global Retirement Partners
California
$135K +$89 +1 +0.1%
FCAS
538
First Command Advisory Services
Texas
$132K +$132K +1,475 New
KC
539
Kepos Capital
New York
$126K -$5.75K -64 -4%
IPW
540
Impact Partnership Wealth
Georgia
$119K +$119K +1,329 New
GM
541
GeoWealth Management
Illinois
$118K +$5.99K +67 +5%
AWM
542
Avior Wealth Management
Nebraska
$114K +$51.9K +580 +84%
HCM
543
Highlander Capital Management
New Jersey
$107K
UB
544
UMB Bank
Missouri
$97.6K +$268 +3 +0.3%
AA
545
Addison Advisors
Vermont
$95.4K +$13.4K +150 +16%
S
546
SignatureFD
Georgia
$83.9K -$2.06K -23 -2%
BLC
547
Brown, Lisle/Cummings
Rhode Island
$82.3K
WBC
548
Westpac Banking Corp
Australia
$81.4K
PTC
549
Private Trust Company
Ohio
$77K +$268 +3 +0.3%
Twin Tree Management
550
Twin Tree Management
Texas
$65.9K +$14.9K +166 +29%