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A.O. Smith

585 hedge funds and large institutions have $8.21B invested in A.O. Smith in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 236 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

93% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $12.5M

8% more funds holding

Funds holding: 544585 (+41)

4% more capital invested

Capital invested by funds: $7.89B → $8.21B (+$323M)

0.73% more ownership

Funds ownership: 90.08%90.81% (+0.73%)

26% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 236

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
585
Holders Change
+41
Holders Change %
+7.54%
% of All Funds
9.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
80
Increased
174
Reduced
236
Closed
37
Calls
$24.2M
Puts
$12.5M
Net Calls
+$11.6M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Ameliora Wealth Management
Switzerland
$5.82K
CFO
552
CVA Family Office
Colorado
$5.75K +$5.41K +79 New
BWL
553
Bogart Wealth LLC
Virginia
$5.46K
BF
554
BOK Financial
Oklahoma
$5.24K
FCAG
555
First Capital Advisors Group
New Jersey
$5.02K +$4.72K +69 New
LJHT
556
Laurie J. Hall Trustee
$5K -$4.79K -70 -51%
HIA
557
Harbor Investment Advisory
Maryland
$4.88K
FCA
558
FinTrust Capital Advisors
South Carolina
$4.69K
AA
559
AlphaMark Advisors
Kentucky
$4K -$3.42K -50 -50%
ZB
560
Zions Bancorporation
Utah
$3.86K
CFB
561
Cullen/Frost Bankers
Texas
$2.62K +$2.46K +36 New
AF
562
Advisornet Financial
Minnesota
$2.48K -$274 -4 -11%
CWP
563
Concord Wealth Partners
Virginia
$2.33K
CWA
564
Clearview Wealth Advisors
Oregon
$2.18K +$2.05K +30 New
GFPC
565
Global Financial Private Client
Florida
$2.17K
SIC
566
SJS Investment Consulting
Ohio
$2.04K -$274 -4 -13%
FRA
567
Front Row Advisors
California
$2K
DI
568
Disciplined Investments
Oklahoma
$1.89K -$205 -3 -10%
CTA
569
Colonial Trust Advisors
South Carolina
$1.38K
CAS
570
Coppell Advisory Solutions
Texas
$1.23K +$1.16K +17 New
GWSG
571
GPS Wealth Strategies Group
Colorado
$1.11K -$1.99K -29 -66%
CWC
572
Carolinas Wealth Consulting
North Carolina
$1.05K -$205 -3 -18%
AW
573
Avion Wealth
Texas
$1K -$548 -8 -30%
SIA
574
SkyView Investment Advisors
New Jersey
$1K +$342 +5 +71%
MTIC
575
Missouri Trust & Investment Company
Missouri
$946 +$890 +13 New