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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
HIM
601
Hotaling Investment Management
Pennsylvania
-$207K -3,242 Closed
SWA
602
Stratos Wealth Advisors
Ohio
-$202K -3,161 Closed
NICM
603
Neo Ivy Capital Management
New York
-$200K -3,136 Closed
Capstone Investment Advisors
604
Capstone Investment Advisors
New York
-$195K -3,046 Closed
BAMF
605
BI Asset Management Fondsmaeglerselskab
Denmark
-$62K -966 Closed
SOW
606
State of Wyoming
Wyoming
-$60K -932 Closed
FCA
607
FinTrust Capital Advisors
South Carolina
-$48K -754 Closed
GAM
608
Gemmer Asset Management
California
-$16K -266 Closed
TCM
609
Tradewinds Capital Management
Washington
-$17K -266 Closed
EDRH
610
Edmond de Rothschild Holding
Switzerland
-$7K -108 Closed
FAG
611
Fortitude Advisory Group
Washington
-$7K -107 Closed
Jones Financial Companies
612
Jones Financial Companies
Missouri
-$7K -107 Closed
FGAM
613
Financial Gravity Asset Management
Texas
-$3 -64 Closed
T
614
TCWP
Ohio
-$3K -58 Closed
PWMG
615
Prestige Wealth Management Group
New Jersey
-$2.94K -49 -89%
CI
616
Cordant Inc
Oregon
-$3K -48 Closed
CFO
617
CVA Family Office
Colorado
-$2K -30 Closed
KFP
618
KB Financial Partners
New Jersey
-$2K -25 Closed
EWA
619
EverSource Wealth Advisors
Alabama
-$2K -24 Closed
MCM
620
MV Capital Management
Maryland
-$1.02K -17 -74%
Koshinski Asset Management
621
Koshinski Asset Management
Illinois
-$767 -12 Closed
GA
622
GoalVest Advisory
New York
-$1K -9 Closed
SFG
623
Steward Financial Group
Texas
+$600 +10 New
RS
624
Robeco Schweiz
Switzerland
+$10.8M +180,354 +8%