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A.O. Smith

545 hedge funds and large institutions have $6.35B invested in A.O. Smith in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 215 increasing their positions, 208 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 208

0.79% less ownership

Funds ownership: 92.12%91.33% (-0.79%)

7% less funds holding

Funds holding: 588545 (-43)

15% less capital invested

Capital invested by funds: $7.46B → $6.35B (-$1.11B)

21% less call options, than puts

Call options by funds: $7.77M | Put options by funds: $9.88M

40% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 87

Holders
545
Holders Change
-43
Holders Change %
-7.31%
% of All Funds
9.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
52
Increased
215
Reduced
208
Closed
87
Calls
$7.77M
Puts
$9.88M
Net Calls
-$2.12M
Net Calls Change
+$208K
Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
276
British Columbia Investment Management
British Columbia, Canada
$843K -$309K -5,149 -25%
BCM
277
Bayesian Capital Management
New York
$816K +$254K +4,228 +40%
DTL
278
Dynamic Technology Lab
Singapore
$806K +$885K +14,750 New
HNB
279
Huntington National Bank
Ohio
$768K +$12K +200 +1%
TI
280
Tidal Investments
Wisconsin
$744K +$134K +2,231 +20%
CAN
281
Cetera Advisor Networks
California
$739K -$41.3K -688 -5%
FL
282
Fort LP
Maryland
$715K -$404K -6,728 -34%
Creative Planning
283
Creative Planning
Kansas
$703K +$470K +7,837 +156%
Public Sector Pension Investment Board (PSP Investments)
284
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$690K -$350K -5,835 -32%
GIA
285
GHP Investment Advisors
Colorado
$676K +$290K +4,830 +64%
HIMCH
286
Hartford Investment Management Co (HIMCO)
Connecticut
$671K -$5.04K -84 -0.7%
HAG
287
HighPoint Advisor Group
Illinois
$667K +$690K +11,500 New
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$665K +$173K +2,877 +31%
OAM
289
Oppenheimer Asset Management
New York
$656K -$32.6K -543 -4%
JMPWA
290
JP Morgan Private Wealth Advisors
California
$652K +$10.3K +172 +1%
Nordea Investment Management
291
Nordea Investment Management
Sweden
$648K +$285K +4,757 +65%
MCM
292
Manchester Capital Management
Vermont
$630K -$1.14K -19 -0.2%
FC
293
FORA Capital
Florida
$612K -$157K -2,624 -19%
DF
294
Donoghue Forlines
Massachusetts
$607K +$6.9K +115 +1%
SG Americas Securities
295
SG Americas Securities
New York
$596K -$1.14M -19,082 -64%
PP
296
Paloma Partners
Connecticut
$596K -$1.13M -18,834 -63%
Bank of Nova Scotia
297
Bank of Nova Scotia
Ontario, Canada
$586K -$343K -5,711 -35%
CGH
298
Crossmark Global Holdings
Texas
$585K -$98.4K -1,640 -13%
SAM
299
Securian Asset Management
Minnesota
$577K -$6K -100 -0.9%
IIM
300
INTECH Investment Management
Florida
$570K +$626K +10,436 New