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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
QCG
501
Quadrant Capital Group
Ohio
$6K +$60 +1 +0.9%
PFBT
502
Parkside Financial Bank & Trust
Missouri
$6K +$1.26K +21 +25%
Bank of Montreal
503
Bank of Montreal
Ontario, Canada
$5.52K +$1.1M +18,394 +23%
A
504
AustralianSuper
Australia
$5.46K -$90K -1,500 -1%
AA
505
Ancora Advisors
Ohio
$5K
GWSG
506
GPS Wealth Strategies Group
Colorado
$4K -$1.2K -20 -24%
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$4K
OCM
508
Orion Capital Management
California
$4K
FMP
509
Financial Management Professionals
Texas
$3K -$1.26K -21 -28%
CTB
510
Country Trust Bank
Illinois
$3K
LC
511
Lindbrook Capital
California
$3K
SSB
512
Sandy Spring Bank
Maryland
$3K
SC
513
Schubert & Co
Texas
$3K +$1.74K +29 +145%
SBL
514
Sargent Bickham Lagudis
Colorado
$3K +$3.72K +62 New
MFT
515
Moisand Fitzgerald Tamayo
Florida
$2K -$480 -8 -21%
SC
516
Sierra Capital
Florida
$2K
UFF
517
USA Financial Formulas
Michigan
$2K +$1.74K +29 New
TCOV
518
Trust Company of Vermont
Vermont
$2K +$1.8K +30 New
HI
519
Harbour Investments
Wisconsin
$2K +$1.98K +33 New
GFPC
520
Global Financial Private Client
Florida
$1.68K
APA
521
American Portfolios Advisors
New York
$1.64K
DI
522
Disciplined Investments
Oklahoma
$1K -$360 -6 -25%
BWM
523
Baystate Wealth Management
Massachusetts
$1K
BWL
524
Bogart Wealth LLC
Virginia
$1K
FRA
525
Front Row Advisors
California
$1K