We are live on ! Find out more
AOS icon

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
LCM
151
LRT Capital Management
Texas
$4.17M +$1.29M +21,439 +39%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.16M -$210K -3,505 -4%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$4.16M +$592K +9,863 +15%
BCI
154
Brinker Capital Investments
Pennsylvania
$4.08M +$119K +1,988 +3%
E
155
Ergoteles
New York
$4.05M -$312K -5,194 -7%
Swedbank
156
Swedbank
Sweden
$3.98M -$366K -6,098 -8%
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$3.83M -$656K -10,938 -14%
State of Tennessee, Department of Treasury
158
State of Tennessee, Department of Treasury
Tennessee
$3.8M
BC
159
Burney Company
Virginia
$3.76M +$47.5K +791 +1%
Holocene Advisors
160
Holocene Advisors
New York
$3.76M +$4.13M +68,764 New
State of New Jersey Common Pension Fund D
161
State of New Jersey Common Pension Fund D
New Jersey
$3.73M
Natixis Advisors
162
Natixis Advisors
Massachusetts
$3.69M -$317K -5,286 -7%
BWM
163
BerganKDV Wealth Management
Minnesota
$3.68M +$256K +4,262 +7%
PI
164
PineBridge Investments
New York
$3.63M -$20.8M -346,532 -84%
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$3.42M -$1.94M -32,381 -34%
TC
166
TAP Consulting
Missouri
$3.36M -$1.44M -24,054 -28%
Osaic Holdings
167
Osaic Holdings
Arizona
$3.23M +$139K +2,319 +4%
PI
168
Putnam Investments
Massachusetts
$3.17M -$120K -1,998 -3%
SLAM
169
Swiss Life Asset Management
$3.13M -$1.02M -17,076 -23%
CS
170
Candriam SCA
Luxembourg
$3.03M -$190K -3,173 -5%
AA
171
ALPS Advisors
Colorado
$3.02M +$2.99M +49,844 +940%
Asset Management One
172
Asset Management One
Japan
$3.01M -$44.5K -742 -1%
LIA
173
LBMC Investment Advisors
Tennessee
$3M -$457K -7,620 -12%
TIM
174
Thompson Investment Management
Wisconsin
$2.99M +$17.4K +290 +0.5%
EP
175
Edgestream Partners
New Jersey
$2.97M +$2.8M +46,614 +601%