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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
KC
426
Kepos Capital
New York
$164K +$9.71K +169 +5%
Lazard Asset Management
427
Lazard Asset Management
New York
$163K -$34.3K -598 -15%
CF
428
Centaurus Financial
California
$156K -$2.01K -35 -1%
HI
429
Hudock Inc
Pennsylvania
$147K -$57.1K -995 -25%
AWM
430
Ameliora Wealth Management
Switzerland
$142K +$166K +2,894 New
PAM
431
Paradigm Asset Management
New York
$131K -$23K -400 -13%
GWM
432
Geneos Wealth Management
Colorado
$131K
C
433
Covestor
United Kingdom
$115K -$20K -348 -13%
BTI
434
Blue Trust Inc
Georgia
$109K +$37K +645 +48%
CFGS
435
Concourse Financial Group Securities
Alabama
$106K -$36.2K -630 -22%
SWM
436
Spire Wealth Management
Virginia
$97K -$57.3K -997 -33%
CI Investments Inc
437
CI Investments Inc
Ontario, Canada
$95K -$2.41K -42 -2%
BFEC
438
Benjamin F. Edwards & Company
Missouri
$95K
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$94K -$111K -1,934 -50%
JFGIW
440
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$92K +$2.81K +49 +3%
ST
441
Smithfield Trust
Pennsylvania
$76K -$7.92K -138 -8%
EI
442
Ellevest Inc
New York
$70K +$13.8K +241 +20%
LFG
443
Larson Financial Group
Missouri
$66K +$77.9K +1,357 New
AIC
444
Archer Investment Corporation
Indiana
$63.2K
OIA
445
Optimum Investment Advisors
Illinois
$59K +$57 +1 +0.1%
UB
446
UMB Bank
Missouri
$53K -$79.1K -1,377 -56%
BLC
447
Brown, Lisle/Cummings
Rhode Island
$44.7K
SIM
448
Sentry Investment Management
Wisconsin
$41K
EBA
449
Eagle Bay Advisors
New York
$38K -$57.3K -997 -56%
ZIG
450
Zullo Investment Group
Pennsylvania
$36K +$2.87K +50 +7%