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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
COPPSERS
276
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$898K +$137K +2,170 +17%
LPL Financial
277
LPL Financial
California
$891K -$112K -1,781 -11%
MCM
278
Manchester Capital Management
Vermont
$887K
SAM
279
Securian Asset Management
Minnesota
$873K +$315 +5 +0%
Twin Tree Management
280
Twin Tree Management
Texas
$861K -$90.1K -1,430 -9%
Balyasny Asset Management
281
Balyasny Asset Management
Illinois
$858K +$914K +14,504 New
FP
282
Foundry Partners
Minnesota
$842K -$12.7K -202 -1%
WMC
283
Westwood Management Corporation
Illinois
$828K
TCAM
284
Turtle Creek Asset Management
Ontario, Canada
$828K +$441K +7,000 +100%
BG
285
Bahl & Gaynor
Ohio
$825K +$879K +13,950 New
PP
286
Paloma Partners
Connecticut
$809K +$862K +13,677 New
CPIM
287
Columbia Partners Investment Management
Virginia
$803K -$1.71M -27,165 -67%
QIM
288
Quantitative Investment Management
Virginia
$798K -$6.03M -95,700 -88%
CIBC Asset Management
289
CIBC Asset Management
Ontario, Canada
$795K +$27.4K +435 +3%
NMERB
290
New Mexico Educational Retirement Board
New Mexico
$793K -$31.5K -500 -4%
IA
291
IFP Advisors
Florida
$767K +$144K +2,288 +21%
SF
292
Synovus Financial
Georgia
$758K +$89K +1,412 +12%
CB
293
Chemical Bank
Michigan
$740K
MAM
294
Meeder Asset Management
Ohio
$737K -$82K -1,301 -9%
WAM
295
World Asset Management
Michigan
$732K +$882 +14 +0.1%
V
296
Veritable
Delaware
$732K +$8.45K +134 +1%
VIG
297
Vienna Insurance Group
Poland
$732K -$41K -651 -5%
ST
298
Somerset Trust
Pennsylvania
$722K -$12.4K -196 -2%
MIH
299
Meitav Investment House
Israel
$720K -$182K -2,884 -19%
SAM
300
Shell Asset Management
Netherlands
$717K +$164K +2,609 +27%