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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$808M -$4.26M -70,975 -0.5%
BlackRock
2
BlackRock
New York
$549M +$23.7M +394,694 +4%
State Street
3
State Street
Massachusetts
$469M +$46.9M +782,112 +10%
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$237M +$8.18M +136,285 +3%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$215M +$39.4M +656,388 +20%
BBHC
6
Brown Brothers Harriman & Co
New York
$187M +$2.71M +45,229 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$172M +$15.8M +263,298 +9%
Invesco
8
Invesco
Georgia
$159M -$5.84M -97,338 -3%
ProShare Advisors
9
ProShare Advisors
Maryland
$141M +$35.4M +589,340 +30%
Macquarie Group
10
Macquarie Group
Australia
$120M -$7.16M -119,420 -5%
First Trust Advisors
11
First Trust Advisors
Illinois
$115M +$19.6M +326,192 +18%
Bessemer Group
12
Bessemer Group
New Jersey
$112M +$8.77M +146,242 +8%
Northern Trust
13
Northern Trust
Illinois
$89.1M -$1.74M -28,997 -2%
Bank of America
14
Bank of America
North Carolina
$84.1M +$6.52M +108,719 +8%
Victory Capital Management
15
Victory Capital Management
Texas
$70.8M +$94.3K +1,572 +0.1%
Morgan Stanley
16
Morgan Stanley
New York
$69.1M +$30.4M +506,809 +67%
Los Angeles Capital Management
17
Los Angeles Capital Management
California
$68.3M -$2.41M -40,197 -3%
Charles Schwab
18
Charles Schwab
California
$67.9M +$429K +7,152 +0.6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$66.5M +$3.11M +51,824 +4%
Norges Bank
20
Norges Bank
Norway
$66.4M -$928K -15,462 -1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$63.3M +$674K +11,231 +1%
Ameriprise
22
Ameriprise
Minnesota
$62.9M +$2.11M +35,207 +3%
Fidelity International
23
Fidelity International
Bermuda
$62.5M +$5.52M +92,041 +9%
ACA
24
Anchor Capital Advisors
Massachusetts
$60.2M -$5.72M -95,277 -8%
EARNEST Partners
25
EARNEST Partners
Georgia
$55.3M +$16.1M +268,026 +36%