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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 %
PFBT
576
Parkside Financial Bank & Trust
Missouri
$23.7K +$4.03K +45 +20%
HI
577
Harbour Investments
Wisconsin
$23.6K +$17.9K +200 +313%
LI
578
LRI Investments
Florida
$23K +$23K +257 New
VWM
579
Venturi Wealth Management
Texas
$22.5K +$13.1K +146 +139%
JWM
580
Janiczek Wealth Management
Colorado
$22.4K
NS
581
NBC Securities
Alabama
$22K
EWA
582
EverSource Wealth Advisors
Alabama
$20.2K +$7.13K +86 +54%
JWA
583
JFS Wealth Advisors
Pennsylvania
$19.1K
LWANC
584
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.9K +$18.9K +211 New
WTC
585
WhitTier Trust Company
Nevada
$18.8K
TPCW
586
TD Private Client Wealth
New York
$17.9K -$268 -3 -1%
BCWM
587
Bartlett & Co Wealth Management
Ohio
$17.9K
MRCM
588
M&R Capital Management
New Jersey
$17K -$90 -1 -0.5%
MRC
589
Millburn Ridgefield Corp
New York
$16.6K -$716 -8 -4%
CCA
590
Catalyst Capital Advisors
New York
$16.6K -$716 -8 -4%
VCM
591
Versant Capital Management
Arizona
$16.1K
LC
592
Lindbrook Capital
California
$15.5K
NIC
593
Northwest Investment Counselors
Oregon
$15.4K +$15.4K +172 New
CCA
594
Criterion Capital Advisors
Tennessee
$15.2K -$4.47K -50 -23%
DIP
595
DT Investment Partners
Pennsylvania
$14.7K
SIC
596
SJS Investment Consulting
Ohio
$14.5K +$11.5K +129 +391%
DCP
597
Distillate Capital Partners
Illinois
$14.5K +$14.5K +162 New
AP
598
Aspect Partners
Virginia
$14K
CA
599
CoreCap Advisors
Michigan
$13.4K +$13.4K +150 New
SWA
600
SOA Wealth Advisors
New York
$12.4K