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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
JAM
51
Jupiter Asset Management
United Kingdom
$25.2M -$1.22M -20,275 -4%
WF
52
Welch & Forbes
Massachusetts
$24.9M +$7.7M +128,402 +39%
UBS Group
53
UBS Group
Switzerland
$24.6M +$16.1M +267,653 +147%
GAM
54
GuardCap Asset Management
United Kingdom
$23.4M +$224K +3,732 +0.9%
Handelsbanken Fonder
55
Handelsbanken Fonder
Sweden
$22.7M +$870K +14,500 +4%
PM
56
Pembroke Management
Quebec, Canada
$22.4M -$140K -2,336 -0.6%
Renaissance Technologies
57
Renaissance Technologies
New York
$22.3M -$3.89M -64,800 -14%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$22.1M -$900K -15,003 -4%
N
59
Nuveen
North Carolina
$21.9M +$856K +14,268 +4%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$21.2M +$1.5M +24,979 +7%
Federated Hermes
61
Federated Hermes
Pennsylvania
$19.8M -$1.63M -27,224 -7%
AQR Capital Management
62
AQR Capital Management
Connecticut
$19.5M -$5.69M -94,768 -21%
JP Morgan Chase
63
JP Morgan Chase
New York
$16.6M -$2.17M -36,113 -11%
SAM
64
Storebrand Asset Management
Norway
$16.4M -$2.23M -37,208 -11%
Zurich Cantonal Bank
65
Zurich Cantonal Bank
Switzerland
$16.2M +$4.7M +78,405 +36%
NC
66
Nicholas Company
Wisconsin
$16.2M +$4.5K +75 +0%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$15.7M +$1.88M +31,384 +12%
CVA
68
Ceredex Value Advisors
Florida
$15.1M +$16.6M +276,053 New
Korea Investment Corp
69
Korea Investment Corp
South Korea
$15.1M -$10.4M -172,948 -39%
UH
70
Unigestion Holding
Switzerland
$14.8M +$2.85M +47,520 +21%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$14.5M +$1.13M +18,753 +8%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$14M +$7.54M +125,653 +96%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$13M -$981K -16,352 -6%
PP
74
Patten & Patten
Tennessee
$13M -$387K -6,457 -3%
Allspring Global Investments
75
Allspring Global Investments
North Carolina
$12.4M -$1.3M -21,710 -9%