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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
HCP
426
Hexagon Capital Partners
Arkansas
$153K -$32.6K -544 -16%
GWM
427
Geneos Wealth Management
Colorado
$151K -$12K -200 -7%
C
428
Covestor
United Kingdom
$149K +$60.2K +1,003 +58%
PI
429
PEAK6 Investments
Illinois
$148K -$1.99M -33,169 -92%
SWM
430
SeaCrest Wealth Management
New York
$137K +$150K +2,503 New
UB
431
UMB Bank
Missouri
$134K
AssetMark Inc
432
AssetMark Inc
California
$132K +$114K +1,905 +371%
FPS
433
Fieldpoint Private Securities
Connecticut
$110K -$300 -5 -0.2%
CI Investments Inc
434
CI Investments Inc
Ontario, Canada
$109K -$61.1K -1,018 -34%
BFEC
435
Benjamin F. Edwards & Company
Missouri
$107K
EBA
436
Eagle Bay Advisors
New York
$97.3K +$21.2K +354 +25%
ST
437
Smithfield Trust
Pennsylvania
$94K
HFM
438
Harvest Fund Management
China
$90K
JFGIW
439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89K +$1.14K +19 +1%
NIM
440
NuWave Investment Management
New Jersey
$88K -$176K -2,928 -64%
BTI
441
Blue Trust Inc
Georgia
$87K +$81.2K +1,353 New
PCG
442
Private Capital Group
Connecticut
$80K +$3K +50 +4%
Group One Trading
443
Group One Trading
Illinois
$73K +$2.34K +39 +3%
AIC
444
Archer Investment Corporation
Indiana
$71.1K +$78K +1,300 New
OIA
445
Optimum Investment Advisors
Illinois
$66K
EI
446
Ellevest Inc
New York
$65K +$45.1K +751 +171%
S
447
Schroders
United Kingdom
$65K +$72.2K +1,204 New
Canada Pension Plan Investment Board
448
Canada Pension Plan Investment Board
Ontario, Canada
$55K +$30K +500 +100%
S
449
SignatureFD
Georgia
$51K +$2.64K +44 +5%
BLC
450
Brown, Lisle/Cummings
Rhode Island
$50.3K