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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
AWM
451
Accel Wealth Management
Iowa
$47K +$780 +13 +2%
Walleye Trading
452
Walleye Trading
New York
$46K -$236K -3,929 -82%
SIM
453
Sentry Investment Management
Wisconsin
$46K -$9.84K -164 -16%
ZIG
454
Zullo Investment Group
Pennsylvania
$38K +$5.7K +95 +16%
MRCM
455
M&R Capital Management
New Jersey
$35K
PA
456
Parallel Advisors
California
$34K +$3.96K +66 +12%
AWA
457
Artemis Wealth Advisors
New York
$32.6K +$7.2K +120 +25%
National Bank of Canada
458
National Bank of Canada
Quebec, Canada
$32K -$808K -13,471 -96%
T
459
TOBAM
France
$32K -$662K -11,034 -95%
RMC
460
Resources Management Corp
Connecticut
$30K
GEA
461
Glen Eagle Advisors
New Jersey
$27.8K
HFS
462
Heritage Financial Services
Massachusetts
$26K +$29.1K +485 New
EW
463
Evoke Wealth
California
$25K +$1.98K +33 +8%
CA
464
Centerpoint Advisors
Massachusetts
$24K
GI
465
Gradient Investments
Minnesota
$24K +$480 +8 +2%
FF
466
FourThought Financial
Florida
$21K -$13.7K -229 -37%
AF
467
Arrow Financial
New York
$21K
WT
468
Whittier Trust
California
$21K +$900 +15 +4%
JWM
469
Janiczek Wealth Management
Colorado
$21K +$6.06K +101 +44%
1IA
470
1834 Investment Advisors
Wisconsin
$20K
CI
471
CX Institutional
Indiana
$20K +$21.8K +364 New
WT
472
Washington Trust
Rhode Island
$17K
QC
473
Quent Capital
New York
$15K
SSG
474
Summit Securities Group
New York
$15K +$13.1K +219 +406%
PTC
475
Private Trust Company
Ohio
$15K +$16.3K +272 New