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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
LIM
376
Loudon Investment Management
New Hampshire
$310K
M&T Bank
377
M&T Bank
New York
$305K +$13.2K +230 +4%
RCA
378
Resonant Capital Advisors
Wisconsin
$300K +$1.67K +29 +0.5%
CAPTRUST Financial Advisors
379
CAPTRUST Financial Advisors
North Carolina
$297K +$128K +2,224 +57%
FT
380
Fiduciary Trust
Massachusetts
$293K +$5.57K +97 +2%
PF
381
Phoenix Financial
Israel
$292K +$40.5K +706 +13%
BAM
382
Bosun Asset Management
Illinois
$291K
RWA
383
Redmont Wealth Advisors
Illinois
$291K
WG
384
Winton Group
United Kingdom
$288K +$340K +5,923 New
IUHSA
385
Itau Unibanco Holding S.A.
Brazil
$285K +$337K +5,863 New
BCM
386
Buckhead Capital Management
Georgia
$283K
QI
387
Qtron Investments
Massachusetts
$281K -$90.3K -1,572 -21%
EVM
388
Evelyn V. Moreno
$281K
HSA
389
HBK Sorce Advisory
Pennsylvania
$281K +$46.9K +816 +16%
SC
390
Savant Capital
Illinois
$278K
SFG
391
SevenBridge Financial Group
Pennsylvania
$278K +$79.2K +1,379 +32%
MC
392
Machina Capital
France
$271K +$320K +5,569 New
UBG
393
United Bank (Georgia)
Georgia
$267K
OTL
394
Oak Thistle LLC
New York
$265K -$70K -1,219 -18%
IF
395
Insight Folios
North Carolina
$256K +$15.9K +276 +6%
OR
396
Olympiad Research
Connecticut
$251K +$19.7K +343 +7%
JWCA
397
J.W. Coons Advisors
Ohio
$250K
GT
398
Greenleaf Trust
Michigan
$250K +$296K +5,147 New
AAS
399
Avantax Advisory Services
Texas
$248K -$6.32K -110 -2%
IA
400
IFP Advisors
Florida
$248K +$39.4K +686 +22%