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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
PFGIA
476
Patriot Financial Group Insurance Agency
Massachusetts
$14K
TFP
477
Tilia Fiduciary Partners
North Carolina
$14K
GRP
478
Global Retirement Partners
California
$14K +$2.76K +46 +22%
JWA
479
JFS Wealth Advisors
Pennsylvania
$14K +$3.54K +59 +30%
Baillie Gifford & Co
480
Baillie Gifford & Co
United Kingdom
$14K +$15.8K +263 New
TWA
481
TCI Wealth Advisors
Arizona
$13K -$120 -2 -0.8%
SPIA
482
Steward Partners Investment Advisory
New York
$13K
RTC
483
Riverview Trust Company
Washington
$13K +$14.2K +237 New
WTC
484
WhitTier Trust Company
Nevada
$12K +$360 +6 +3%
TPCW
485
TD Private Client Wealth
New York
$12K -$1.86K -31 -12%
Pacer Advisors
486
Pacer Advisors
Pennsylvania
$11K -$652K -10,872 -98%
MUMSS
487
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K
NFSG
488
Newbridge Financial Services Group
Florida
$11K
CT
489
Caldwell Trust
Florida
$10.9K
VCM
490
Versant Capital Management
Arizona
$10K -$780 -13 -7%
PFS
491
Prospera Financial Services
Texas
$9K -$107K -1,779 -92%
NIC
492
Northwest Investment Counselors
Oregon
$9K
GWS
493
Glassman Wealth Services
Virginia
$9K +$3.48K +58 +57%
IHWM
494
Iron Horse Wealth Management
Iowa
$8K
AA
495
Addison Advisors
Vermont
$7K -$12.7K -211 -62%
SWA
496
SOA Wealth Advisors
New York
$7K -$3.18K -53 -27%
KFI
497
Key Financial Inc
Pennsylvania
$7K
VNA
498
Valley National Advisers
Pennsylvania
$7K
ZB
499
Zions Bancorporation
Utah
$7K +$3.72K +62 +93%
CWP
500
Concord Wealth Partners
Virginia
$6K -$1.08K -18 -15%