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A.O. Smith

499 hedge funds and large institutions have $7.67B invested in A.O. Smith in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 180 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

1% more funds holding

Funds holding: 496499 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.16% less ownership

Funds ownership: 89.67%89.5% (-0.16%)

4% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 180

7% less capital invested

Capital invested by funds: $8.29B → $7.67B (-$616M)

87% less call options, than puts

Call options by funds: $4.89M | Put options by funds: $37.1M

Holders
499
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
11.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
55
Increased
173
Reduced
180
Closed
47
Calls
$4.89M
Puts
$37.1M
Net Calls
-$32.2M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
226
Donaldson Capital Management
Indiana
$1.65M -$2.31M -36,732 -57%
NMIMC
227
Northwestern Mutual Investment Management Company
Wisconsin
$1.64M +$82.1K +1,303 +5%
RFC
228
Regions Financial Corp
Alabama
$1.62M -$99.7K -1,582 -5%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$1.61M -$11.3K -180 -0.7%
P
230
Pitcairn
Pennsylvania
$1.59M -$58.3K -925 -3%
URS
231
Utah Retirement Systems
Utah
$1.56M -$25.2K -400 -1%
CAS
232
Cue Advisory Services
Arizona
$1.53M +$164K +2,610 +11%
PCM
233
Penserra Capital Management
California
$1.53M +$1.63M +25,891 New
DnB Asset Management
234
DnB Asset Management
Norway
$1.52M +$542K +8,600 +50%
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$1.51M +$8.57K +136 +0.5%
CONA
236
Capital One National Association
New York
$1.48M -$38.3K -608 -2%
AAM
237
Advisors Asset Management
Colorado
$1.45M -$374K -5,931 -19%
SRAM
238
Stone Ridge Asset Management
New York
$1.45M
MOACM
239
Mutual of America Capital Management
New York
$1.41M +$16.4K +261 +1%
MSL
240
Mackay Shields LLC
New York
$1.39M -$67K -1,063 -4%
MSV
241
MN Services Vermogensbeheer
Netherlands
$1.35M
QT
242
Quantbot Technologies
New York
$1.35M +$1.44M +22,871 New
DZ Bank
243
DZ Bank
Germany
$1.33M -$1.28M -20,330 -47%
CTA
244
Chesley Taft & Associates
Illinois
$1.31M
VIA
245
Vident Investment Advisory
Georgia
$1.3M +$1.39M +22,014 New
TCOT
246
Trust Company of Toledo
Ohio
$1.3M -$16.1K -256 -1%
VFA
247
Voya Financial Advisors
Connecticut
$1.29M +$293K +4,648 +27%
Mitsubishi UFJ Asset Management
248
Mitsubishi UFJ Asset Management
Japan
$1.26M +$134K +2,126 +11%
DCM
249
Dupont Capital Management
Delaware
$1.26M +$1.15M +18,301 +619%
AAM
250
Azzad Asset Management
Virginia
$1.24M -$177K -2,807 -12%