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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
HIA
526
Harbor Investment Advisory
Maryland
$1K
MA
527
MCF Advisors
Kentucky
$1K
CAL
528
Capital Advisors Ltd
Ohio
$1K +$720 +12 New
BIA
529
Bell Investment Advisors
California
$1K +$900 +15 New
GKIM
530
GW&K Investment Management
Massachusetts
$1K +$960 +16 +229%
AF
531
Allworth Financial
California
$1K +$1.14K +19 New
CA
532
CoreCap Advisors
Michigan
$1K +$1.32K +22 New
MGIM
533
M&G Investment Management
United Kingdom
$814 +$8.82K +147 +1%
PCH
534
Polar Capital Holdings
United Kingdom
$567 +$72.8K +1,214 +13%
SWA
535
Sutton Wealth Advisors
Florida
$547 -$120 -2 -17%
BPC
536
Banque Pictet & Cie
Switzerland
$460 -$228K -3,801 -31%
WPA
537
West Paces Advisors
Georgia
$219
Two Sigma Investments
538
Two Sigma Investments
New York
-$10.7M -166,867 Closed
DCM
539
Driehaus Capital Management
Illinois
-$8.35M -130,732 Closed
ECM
540
ExodusPoint Capital Management
New York
-$7.32M -114,638 Closed
MNG
541
Manning & Napier Group
New York
-$4.89M -76,582 Closed
Assenagon Asset Management
542
Assenagon Asset Management
Luxembourg
-$4.84M -75,820 Closed
Jane Street
543
Jane Street
New York
-$4.26M -71,018 Closed
TC
544
TwinBeech Capital
New York
-$4.34M -68,010 Closed
MF
545
Magnetar Financial
Illinois
-$4.26M -66,659 Closed
SCM
546
Sandler Capital Management
New York
-$3.32M -51,990 Closed
OSIA
547
O'Shares Investment Advisers
Massachusetts
-$3.01M -47,150 Closed
LIP
548
Lighthouse Investment Partners
Florida
-$2.68M -42,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
549
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.37M -37,151 Closed
EFI
550
EHP Funds Inc
Canada
-$2.37M -37,100 Closed