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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
CL
276
CIM LLC
New York
$616K +$16.4K +355 +3%
WG
277
Winton Group
United Kingdom
$609K +$590K +12,755 New
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
$608K -$4.07K -88 -0.7%
TRSOTSOK
279
Teachers Retirement System of the State of Kentucky
Kentucky
$601K
WAM
280
World Asset Management
Michigan
$601K +$42.9K +927 +8%
II
281
IFM Investors
Australia
$601K +$179K +3,870 +44%
TNB
282
TCF National Bank
South Dakota
$597K +$578K +12,500 New
FP
283
Foundry Partners
Minnesota
$596K -$42.8K -925 -7%
BRWA
284
B. Riley Wealth Advisors
Florida
$592K +$18.8K +407 +3%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$585K +$70.8K +1,531 +14%
HA
286
Harfst & Associates
Wyoming
$557K +$18.9K +408 +4%
VAS
287
Vestmark Advisory Solutions
Massachusetts
$557K +$19.3K +417 +4%
PP
288
Prudential plc
United Kingdom
$541K +$525K +11,348 New
IAA
289
Independent Advisor Alliance
North Carolina
$538K -$37.1K -802 -7%
KCM
290
Kornitzer Capital Management
Kansas
$538K +$102K +2,215 +24%
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$526K +$10.2K +220 +2%
NMERB
292
New Mexico Educational Retirement Board
New Mexico
$520K -$32.4K -700 -6%
BTS
293
BB&T Securities
Virginia
$513K -$19.3K -418 -4%
Cambridge Investment Research Advisors
294
Cambridge Investment Research Advisors
Iowa
$510K +$31.9K +689 +7%
MME
295
Meag Munich Ergo
Germany
$501K +$251K +5,431 +106%
DDC
296
DF Dent & Co
Maryland
$493K -$2.08K -45 -0.4%
B
297
Barings
North Carolina
$491K -$1.53M -33,147 -76%
TFS
298
Thoroughbred Financial Services
Tennessee
$487K +$11.8K +256 +3%
Brown Advisory
299
Brown Advisory
Maryland
$480K -$203K -4,397 -30%
SH
300
Svenska Handelsbanken
Sweden
$477K -$277K -6,000 -38%