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A.O. Smith

434 hedge funds and large institutions have $4.96B invested in A.O. Smith in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 162 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $6.43M

1% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 162

0.46% more ownership

Funds ownership: 96.05%96.51% (+0.46%)

6% less funds holding

Funds holding: 463434 (-29)

21% less capital invested

Capital invested by funds: $6.27B → $4.96B (-$1.31B)

28% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 88

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
434
Holders Change
-29
Holders Change %
-6.26%
% of All Funds
9.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
63
Increased
164
Reduced
162
Closed
88
Calls
$6.67M
Puts
$6.43M
Net Calls
+$241K
Net Calls Change
-$534K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$790K
MSL
227
Mackay Shields LLC
New York
$786K -$4.52K -106 -0.5%
Skandinaviska Enskilda Banken (SEB)
228
Skandinaviska Enskilda Banken (SEB)
Sweden
$783K -$117K -2,757 -12%
SC
229
Scotia Capital
Ontario, Canada
$768K -$14.4K -339 -2%
SRAM
230
Stone Ridge Asset Management
New York
$746K -$1.53M -35,900 -65%
MSA
231
Mason Street Advisors
Wisconsin
$739K
MOACM
232
Mutual of America Capital Management
New York
$724K +$10.7K +251 +1%
HA
233
Heartland Advisors
Wisconsin
$708K +$555K +13,023 +229%
LFS
234
Legacy Financial Strategies
Kansas
$690K +$74.4K +1,745 +11%
AS
235
Altshuler Shaham
Israel
$690K +$778K +18,246 New
CIC
236
Crawford Investment Counsel
Georgia
$687K +$11.1K +260 +1%
Capital Fund Management (CFM)
237
Capital Fund Management (CFM)
France
$640K +$722K +16,933 New
William Blair & Company
238
William Blair & Company
Illinois
$629K +$328K +7,698 +86%
CISOA
239
Capital Investment Services of America
Wisconsin
$624K -$8.82M -206,942 -93%
CT
240
Caldwell Trust
Florida
$618K
TRSOTSOK
241
Teachers Retirement System of the State of Kentucky
Kentucky
$613K +$153K +3,600 +29%
RCA
242
Rowland Carmichael Advisors
Arizona
$587K -$20.5K -481 -3%
NAM
243
Nissay Asset Management
Japan
$577K +$5.58K +131 +0.9%
BCIM
244
British Columbia Investment Management
British Columbia, Canada
$567K -$750K -17,608 -54%
MCM
245
Manchester Capital Management
Vermont
$562K -$10.4K -244 -2%
HIMCH
246
Hartford Investment Management Co (HIMCO)
Connecticut
$561K +$18.3K +429 +3%
BCI
247
Brinker Capital Investments
Pennsylvania
$556K -$25.2K -591 -4%
WCM Investment Management
248
WCM Investment Management
California
$541K +$610K +14,315 New
HighTower Advisors
249
HighTower Advisors
Illinois
$526K -$3.3M -77,535 -85%
CIM
250
CIM Investment Management
Pennsylvania
$518K -$29K -680 -5%