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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
SP
376
Symmetry Partners
Connecticut
$312K -$50K -834 -13%
PCM
377
Penserra Capital Management
California
$305K -$28.4K -474 -8%
UBG
378
United Bank (Georgia)
Georgia
$301K
SCA
379
Snowden Capital Advisors
New York
$300K +$330K +5,502 New
CCIA
380
Campbell & Co Investment Adviser
Maryland
$297K +$24.8K +413 +8%
TRCT
381
Tower Research Capital (TRC)
New York
$292K -$492K -8,198 -61%
AAS
382
Avantax Advisory Services
Texas
$285K +$15.6K +260 +5%
PF
383
Phoenix Financial
Israel
$284K -$25.6K -427 -8%
NMIMC
384
Northwestern Mutual Investment Management Company
Wisconsin
$284K -$1.8K -30 -0.6%
JWCA
385
J.W. Coons Advisors
Ohio
$281K +$32.2K +536 +12%
IF
386
Insight Folios
North Carolina
$273K +$2.4K +40 +0.8%
HSA
387
HBK Sorce Advisory
Pennsylvania
$271K -$53K -883 -15%
RFC
388
Regions Financial Corp
Alabama
$270K
CB
389
Commerce Bank
Missouri
$264K -$6.18K -103 -2%
OR
390
Olympiad Research
Connecticut
$264K +$289K +4,821 New
William Blair & Company
391
William Blair & Company
Illinois
$253K -$473K -7,878 -63%
SSW
392
Smith Shellnut Wilson
Mississippi
$246K -$30.4K -507 -10%
MAM
393
Meeder Asset Management
Ohio
$246K -$27.4K -456 -9%
AAS
394
Ameritas Advisory Services
Nebraska
$243K -$1.14K -19 -0.4%
KRSITF
395
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$243K +$33.8K +564 +15%
VT
396
Vise Technologies
New York
$241K -$800K -13,331 -75%
RJT
397
Raymond James Trust
Florida
$240K +$2.82K +47 +1%
SFG
398
SevenBridge Financial Group
Pennsylvania
$238K +$261K +4,346 New
GHA
399
GW Henssler & Associates
Georgia
$237K -$47.4K -790 -15%
BAM
400
Blueshift Asset Management
New Jersey
$235K +$257K +4,289 New