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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
RTC
476
Riverview Trust Company
Washington
$12K
SPIA
477
Steward Partners Investment Advisory
New York
$12K
TFP
478
Tilia Fiduciary Partners
North Carolina
$12K
GRP
479
Global Retirement Partners
California
$11K -$2.87K -50 -20%
PFBT
480
Parkside Financial Bank & Trust
Missouri
$11K +$7.92K +138 +130%
TPCW
481
TD Private Client Wealth
New York
$10.8K +$172 +3 +1%
MUMSS
482
Mitsubishi UFJ Morgan Stanley Securities
Japan
$10K
NFSG
483
Newbridge Financial Services Group
Florida
$10K
WTC
484
WhitTier Trust Company
Nevada
$10K
EWA
485
EverSource Wealth Advisors
Alabama
$10K +$11.6K +202 New
CT
486
Caldwell Trust
Florida
$9.72K
VCM
487
Versant Capital Management
Arizona
$9K
GWS
488
Glassman Wealth Services
Virginia
$9K +$1.32K +23 +14%
JWA
489
JFS Wealth Advisors
Pennsylvania
$8K -$5.28K -92 -36%
NIC
490
Northwest Investment Counselors
Oregon
$8K
DIP
491
DT Investment Partners
Pennsylvania
$8K +$9.42K +164 New
A
492
AustralianSuper
Australia
$7.86K +$3.56M +62,056 +62%
QCG
493
Quadrant Capital Group
Ohio
$7K +$1.09K +19 +16%
ZB
494
Zions Bancorporation
Utah
$6K -$402 -7 -5%
KFI
495
Key Financial Inc
Pennsylvania
$6K
SWA
496
SOA Wealth Advisors
New York
$6K
VNA
497
Valley National Advisers
Pennsylvania
$6K
BCM
498
Birch Capital Management
Texas
$5.26K +$6.2K +108 New
TWA
499
TCI Wealth Advisors
Arizona
$5K -$8.67K -151 -61%
AA
500
AlphaMark Advisors
Kentucky
$5K +$5.74K +100 New