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A.O. Smith

581 hedge funds and large institutions have $8.21B invested in A.O. Smith in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 173 increasing their positions, 235 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
+40
Holders Change %
+7.39%
% of All Funds
9.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
79
Increased
173
Reduced
235
Closed
37
Calls
$24.2M
Puts
$12.5M
Net Calls
+$11.6M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$7.19M -$189K -2,590 -3%
HPCM
127
Hunter Perkins Capital Management
Illinois
$7.01M +$3.48M +96,221 +99%
Stifel Financial
128
Stifel Financial
Missouri
$6.85M -$65.5K -900 -0.9%
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.73M +$67.6K +929 +1%
Squarepoint
130
Squarepoint
New York
$6.67M +$5.8M +79,639 +663%
Canada Life
131
Canada Life
Manitoba, Canada
$6.67M -$1.83M -25,094 -22%
State of Wisconsin Investment Board
132
State of Wisconsin Investment Board
Wisconsin
$6.64M +$1.4M +19,246 +27%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$6.62M -$1.69M -23,184 -20%
BWM
134
BerganKDV Wealth Management
Minnesota
$6.36M +$160K +2,200 +3%
PL
135
Perpetual Ltd
Australia
$6.26M +$136K +1,865 +2%
HA
136
Heartland Advisors
Wisconsin
$6.19M -$6.74M -92,543 -52%
SG Americas Securities
137
SG Americas Securities
New York
$6.14M +$3.33M +45,694 +118%
PFM
138
Premier Fund Managers
United Kingdom
$6.07M -$4.39M -60,700 -42%
AIM
139
Achmea Investment Management
Netherlands
$5.85M +$2.3M +31,604 +65%
OPS
140
Orion Portfolio Solutions
Nebraska
$5.84M +$98.2K +1,349 +2%
BCI
141
Brinker Capital Investments
Pennsylvania
$5.84M +$98.2K +1,349 +2%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$5.82M -$425K -5,844 -7%
N
143
Natixis
France
$5.73M -$6.35M -87,279 -53%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$5.66M -$376K -5,172 -6%
GI
145
GAMCO Investors
Connecticut
$5.6M
FGP
146
Foyston, Gordon, & Payne
Ontario, Canada
$5.49M -$134K -1,841 -2%
AAM
147
Azzad Asset Management
Virginia
$5.2M -$59.5K -818 -1%
State of New Jersey Common Pension Fund D
148
State of New Jersey Common Pension Fund D
New Jersey
$5.11M
Russell Investments Group
149
Russell Investments Group
United Kingdom
$5.05M +$157K +2,158 +3%
Swedbank
150
Swedbank
Sweden
$4.85M -$50.8K -698 -1%