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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
IAIM
401
Industrial Alliance Investment Management
Quebec, Canada
$234K +$300 +5 +0.1%
RC
402
RegentAtlantic Capital
New Jersey
$228K +$12.6K +210 +5%
NIMI
403
Natixis Investment Managers International
France
$226K -$34.7K -578 -12%
LWP
404
Lumature Wealth Partners
Georgia
$226K +$48.5K +808 +24%
LWAC
405
Laurel Wealth Advisors (California)
California
$224K -$85.7K -1,429 -26%
FHA
406
First Horizon Advisors
Tennessee
$221K -$13.6K -227 -5%
BCV
407
Banque Cantonale Vaudoise
Switzerland
$220K -$4.26K -71 -2%
JIC
408
Joel Isaacson & Co
New York
$219K
HI
409
Hudock Inc
Pennsylvania
$219K +$900 +15 +0.4%
WSTAM
410
Wilbanks Smith & Thomas Asset Management
Virginia
$218K +$2.58K +43 +1%
ST
411
Somerset Trust
Pennsylvania
$217K
Lazard Asset Management
412
Lazard Asset Management
New York
$216K -$2.58M -42,920 -92%
CAM
413
Cresset Asset Management
Illinois
$216K -$132K -2,197 -18%
Nomura Holdings
414
Nomura Holdings
Japan
$214K -$856K -14,269 -79%
CAPTRUST Financial Advisors
415
CAPTRUST Financial Advisors
North Carolina
$213K +$115K +1,913 +96%
ACM
416
Aquatic Capital Management
Illinois
$213K +$234K +3,900 New
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$211K -$252K -4,204 -52%
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$210K +$26.9K +449 +13%
IA
419
IFP Advisors
Florida
$205K
KAS
420
Kestra Advisory Services
Texas
$202K +$221K +3,691 New
CF
421
Centaurus Financial
California
$177K +$195K +3,243 New
KC
422
Kepos Capital
New York
$175K -$16K -266 -8%
PAM
423
Paradigm Asset Management
New York
$170K +$186K +3,100 New
SWM
424
Spire Wealth Management
Virginia
$164K -$60K -1,000 -25%
CFGS
425
Concourse Financial Group Securities
Alabama
$154K +$59.2K +987 +54%