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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
Bank of Montreal
501
Bank of Montreal
Ontario, Canada
$4.53K -$735K -12,799 -13%
HCP
502
Hexagon Capital Partners
Arkansas
$4K -$156K -2,723 -97%
AA
503
Ancora Advisors
Ohio
$4K
OCM
504
Orion Capital Management
California
$4K
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$4K +$861 +15 +21%
PMFA
506
Plante Moran Financial Advisors
Michigan
$4K +$5.23K +91 New
GWSG
507
GPS Wealth Strategies Group
Colorado
$3K -$632 -11 -17%
CTB
508
Country Trust Bank
Illinois
$3K
FMP
509
Financial Management Professionals
Texas
$3K
HIA
510
Harbor Investment Advisory
Maryland
$3K +$2.53K +44 +191%
MCM
511
MV Capital Management
Maryland
$3K +$3.5K +61 +1,017%
EDRH
512
Edmond de Rothschild Holding
Switzerland
$3K +$4.08K +71 New
HGERS
513
Householder Group Estate & Retirement Specialist
Arizona
$3K +$4.19K +73 New
HI
514
Harbour Investments
Wisconsin
$2K
SC
515
Sierra Capital
Florida
$2K
PWMG
516
Prestige Wealth Management Group
New Jersey
$2K +$2.18K +38 +633%
HWMA
517
Heritage Wealth Management (Arizona)
Arizona
$2K +$2.24K +39 New
GFPC
518
Global Financial Private Client
Florida
$1.52K
SWA
519
Sutton Wealth Advisors
Florida
$1.12K +$747 +13 +130%
AWM
520
Accel Wealth Management
Iowa
$1K -$47.1K -820 -98%
LC
521
Lindbrook Capital
California
$1K -$2.18K -38 -70%
SC
522
Schubert & Co
Texas
$1K -$1.49K -26 -53%
FRA
523
Front Row Advisors
California
$1K
TCOV
524
Trust Company of Vermont
Vermont
$1K
BWL
525
Bogart Wealth LLC
Virginia
$1K +$57 +1 +4%