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A.O. Smith

450 hedge funds and large institutions have $6.26B invested in A.O. Smith in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 173 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.25% more ownership

Funds ownership: 90.6%94.85% (+4.2%)

6% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $9.3M

4% more capital invested

Capital invested by funds: $6.01B → $6.26B (+$242M)

6% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 173

6% less funds holding

Funds holding: 478450 (-28)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 75

Holders
450
Holders Change
-28
Holders Change %
-5.86%
% of All Funds
9.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
48
Increased
162
Reduced
173
Closed
75
Calls
$9.89M
Puts
$9.3M
Net Calls
+$588K
Net Calls Change
+$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
ALPS Advisors
Colorado
$884K -$25.4K -550 -3%
KC
252
Kingfisher Capital
North Carolina
$880K +$853K +18,453 New
BCI
253
Brinker Capital Investments
Pennsylvania
$872K -$47.8K -1,034 -5%
CIC
254
Crawford Investment Counsel
Georgia
$846K +$462 +10 +0.1%
MERSOM
255
Municipal Employees' Retirement System of Michigan
Michigan
$845K
Skandinaviska Enskilda Banken (SEB)
256
Skandinaviska Enskilda Banken (SEB)
Sweden
$839K
TCM
257
Tuttle Capital Management
Connecticut
$834K +$829K +17,920 New
FHB
258
First Hawaiian Bank
Hawaii
$790K -$390K -8,435 -34%
JIC
259
Johnson Investment Counsel
Ohio
$768K +$5.78K +125 +0.8%
LFS
260
Legacy Financial Strategies
Kansas
$766K +$51.9K +1,122 +8%
RCA
261
Rowland Carmichael Advisors
Arizona
$755K -$555 -12 -0.1%
NAM
262
Nissay Asset Management
Japan
$745K -$1.34M -28,926 -65%
MCM
263
Manchester Capital Management
Vermont
$720K
JGUA
264
John G. Ullman & Associates
New York
$716K +$217K +4,700 +46%
HIMCH
265
Hartford Investment Management Co (HIMCO)
Connecticut
$712K -$25.2K -546 -4%
Pacer Advisors
266
Pacer Advisors
Pennsylvania
$711K +$61.9K +1,338 +10%
AWM
267
AE Wealth Management
Kansas
$686K +$78.2K +1,692 +13%
CIM
268
CIM Investment Management
Pennsylvania
$686K +$664K +14,369 New
LCM
269
Landscape Capital Management
New Jersey
$681K +$391K +8,454 +145%
SAM
270
Securian Asset Management
Minnesota
$671K -$17.1K -370 -3%
MAM
271
Meeder Asset Management
Ohio
$642K -$89.3K -1,932 -13%
CAN
272
Cetera Advisor Networks
California
$641K +$47.5K +1,028 +8%
HIC
273
Harvey Investment Company
Kentucky
$639K +$139K +3,000 +29%
WMC
274
Westwood Management Corporation
Illinois
$620K -$46.2K -1,000 -7%
WBC
275
Westpac Banking Corp
Australia
$618K