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A.O. Smith

539 hedge funds and large institutions have $5.79B invested in A.O. Smith in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 204 increasing their positions, 205 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $4.98M

1.56% more ownership

Funds ownership: 91.33%92.89% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 205

4% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 57

1% less funds holding

Funds holding: 545539 (-6)

9% less capital invested

Capital invested by funds: $6.35B → $5.79B (-$561M)

Holders
539
Holders Change
-6
Holders Change %
-1.1%
% of All Funds
9.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
55
Increased
204
Reduced
205
Closed
57
Calls
$10.5M
Puts
$4.98M
Net Calls
+$5.56M
Net Calls Change
+$7.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
301
Lido Advisors
California
$623K -$195K -3,395 -21%
Nordea Investment Management
302
Nordea Investment Management
Sweden
$620K +$37.9K +660 +5%
BFM
303
Boothbay Fund Management
New York
$619K +$373K +6,494 +104%
IC
304
IEQ Capital
California
$610K +$722K +12,564 New
HNB
305
Huntington National Bank
Ohio
$608K -$87.1K -1,516 -11%
IAA
306
Independent Advisor Alliance
North Carolina
$607K +$194K +3,381 +37%
KAS
307
Kestra Advisory Services
Texas
$604K +$502K +8,746 +237%
Allianz Asset Management
308
Allianz Asset Management
Germany
$601K +$710K +12,370 New
TI
309
Tidal Investments
Wisconsin
$593K -$80.8K -1,407 -10%
HIMCH
310
Hartford Investment Management Co (HIMCO)
Connecticut
$585K -$13.2K -230 -2%
AIP
311
Ameritas Investment Partners
Nebraska
$577K +$119K +2,071 +21%
JMPWA
312
JP Morgan Private Wealth Advisors
California
$575K -$4.82K -84 -0.7%
Wellington Management Group
313
Wellington Management Group
Massachusetts
$572K +$676K +11,769 New
EI
314
Ethic Inc
New York
$570K +$158K +2,757 +31%
TRSOTSOK
315
Teachers Retirement System of the State of Kentucky
Kentucky
$569K +$673K +11,715 New
OAM
316
Oppenheimer Asset Management
New York
$563K -$23K -401 -3%
MCM
317
Manchester Capital Management
Vermont
$559K -$632 -11 -0.1%
QT
318
Quantamental Technologies
New York
$551K +$651K +11,340 New
SC
319
Sonen Capital
California
$541K +$85.7K +1,492 +15%
EMG
320
ETF Managers Group
New Jersey
$524K +$27.7K +483 +5%
Bank of Nova Scotia
321
Bank of Nova Scotia
Ontario, Canada
$518K -$3.96K -69 -0.6%
CGH
322
Crossmark Global Holdings
Texas
$509K -$12.2K -212 -2%
SAM
323
Securian Asset Management
Minnesota
$508K -$5.74K -100 -0.9%
JF
324
Jump Financial
Illinois
$507K +$248K +4,318 +70%
SAM
325
Storebrand Asset Management
Norway
$496K -$16.7M -290,252 -97%