AOS icon

A.O. Smith

628 hedge funds and large institutions have $9.35B invested in A.O. Smith in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 195 increasing their positions, 243 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+55
Holders Change %
+9.6%
% of All Funds
9.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
110
Increased
195
Reduced
243
Closed
49
Calls
$39.2M
Puts
$16M
Net Calls
+$23.2M
Net Calls Change
+$6.48M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
551
Principal Securities
Iowa
$20.7K +$20.7K +251 New
CAS
552
Coppell Advisory Solutions
Texas
$20.7K +$20.7K +251 New
JWM
553
Janiczek Wealth Management
Colorado
$20.6K
NS
554
NBC Securities
Alabama
$20K -$1.3K -16 -6%
PFBT
555
Parkside Financial Bank & Trust
Missouri
$18.1K +$1.73K +21 +11%
CCA
556
Criterion Capital Advisors
Tennessee
$18.1K +$18.1K +220 New
QL
557
Quarry LP
New York
$17.6K +$17.6K +214 New
JWA
558
JFS Wealth Advisors
Pennsylvania
$17.6K
WTC
559
WhitTier Trust Company
Nevada
$17.3K
SPIA
560
Steward Partners Investment Advisory
New York
$17.1K +$1.07K +13 +7%
TPCW
561
TD Private Client Wealth
New York
$16.7K -$1.07K -13 -6%
NFSG
562
Newbridge Financial Services Group
Florida
$16.5K
BCWM
563
Bartlett & Co Wealth Management
Ohio
$16.4K
BC
564
Bartlett & Co
Ohio
$16K
MRC
565
Millburn Ridgefield Corp
New York
$16K -$2.89K -35 -15%
CCA
566
Catalyst Capital Advisors
New York
$16K -$2.89K -35 -15%
MRCM
567
M&R Capital Management
New Jersey
$15.7K -$329 -4 -2%
GWS
568
Glassman Wealth Services
Virginia
$14.8K -$165 -2 -1%
VCM
569
Versant Capital Management
Arizona
$14.8K
LC
570
Lindbrook Capital
California
$14.3K +$6.02K +73 +73%
DIP
571
DT Investment Partners
Pennsylvania
$13.1K
EWA
572
EverSource Wealth Advisors
Alabama
$13K +$1.65K +20 +14%
JFGIW
573
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.9K +$12.9K +157 New
AP
574
Aspect Partners
Virginia
$12.9K +$12.9K +157 New
Jones Financial Companies
575
Jones Financial Companies
Missouri
$12.4K +$10.8K +131 +655%