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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
EMPI
301
Elo Mutual Pension Insurance
Finland
$566K -$7.02K -117 -1%
EMG
302
ETF Managers Group
New Jersey
$565K -$5.04K -84 -0.8%
Bank Julius Baer & Co
303
Bank Julius Baer & Co
Switzerland
$562K
BONH
304
Bank of New Hampshire
New Hampshire
$550K -$662K -11,038 -52%
MSRPS
305
Maryland State Retirement & Pension System
Maryland
$550K
SAM
306
Shell Asset Management
Netherlands
$539K -$18.1K -302 -3%
SI
307
Stephens Inc
Arkansas
$536K -$6.72K -112 -1%
AIP
308
Ameritas Investment Partners
Nebraska
$536K +$3K +50 +0.5%
Acadian Asset Management
309
Acadian Asset Management
Massachusetts
$530K +$105K +1,755 +22%
KRS
310
Kentucky Retirement Systems
Kentucky
$528K +$76.5K +1,275 +15%
SC
311
Sonen Capital
California
$527K -$193K -3,216 -25%
II
312
Inspire Investing
Idaho
$511K -$33.2K -554 -6%
PFG
313
PAX Financial Group
Texas
$511K -$33.2K -554 -6%
PCM
314
Prelude Capital Management
New York
$509K -$98.3K -1,638 -15%
IAA
315
Independent Advisor Alliance
North Carolina
$499K +$60.8K +1,013 +12%
CWM
316
CIBC World Markets
New York
$496K +$65.6K +1,094 +14%
EI
317
Ethic Inc
New York
$491K +$227K +3,785 +73%
MFS
318
Mirabella Financial Services
United Kingdom
$486K +$116K +1,933 +28%
ICM
319
IMS Capital Management
Oregon
$481K +$22.5K +375 +4%
BMSSC
320
B. Metzler seel. Sohn & Co
Germany
$477K +$31.1K +519 +6%
HPCM
321
Hunter Perkins Capital Management
Illinois
$473K +$519K +8,654 New
LSERS
322
Louisiana State Employees Retirement System
Louisiana
$472K -$6K -100 -1%
JGUA
323
John G. Ullman & Associates
New York
$471K +$81K +1,350 +19%
SMDAM
324
Sumitomo Mitsui DS Asset Management
Japan
$470K +$6.9K +115 +1%
VI
325
Vestcor Inc
New Brunswick, Canada
$467K +$57.2K +953 +13%