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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
CWM
276
CIBC World Markets
New York
$379K -$263K -6,172 -38%
SC
277
Skylands Capital
Wisconsin
$378K +$426K +10,000 New
HAG
278
HighPoint Advisor Group
Illinois
$374K -$48.4K -1,135 -11%
VC
279
Voit & Company
Wisconsin
$359K -$96.3K -2,260 -19%
DDC
280
DF Dent & Co
Maryland
$358K -$37K -868 -8%
AA
281
ALPS Advisors
Colorado
$356K -$357K -8,385 -47%
KRS
282
Kentucky Retirement Systems
Kentucky
$354K +$98.4K +2,310 +33%
AIP
283
Ameritas Investment Partners
Nebraska
$344K +$1.92K +45 +0.5%
ANBT
284
American National Bank & Trust
Texas
$342K +$336K +7,890 +680%
WMC
285
Westwood Management Corporation
Illinois
$340K -$85.2K -2,000 -18%
KCM
286
Kanawha Capital Management
Virginia
$340K
COPPSERS
287
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$331K -$2.98K -70 -0.8%
WAM
288
World Asset Management
Michigan
$327K -$115K -2,695 -24%
NMERB
289
New Mexico Educational Retirement Board
New Mexico
$327K -$95.9K -2,250 -21%
SMDAM
290
Sumitomo Mitsui DS Asset Management
Japan
$318K -$9.42K -221 -3%
ST
291
Somerset Trust
Pennsylvania
$316K -$54.5K -1,279 -13%
M&T Bank
292
M&T Bank
New York
$316K -$29.1K -682 -8%
MAFM
293
Mid Atlantic Financial Management
Pennsylvania
$316K -$10.4K -245 -3%
FHB
294
First Hawaiian Bank
Hawaii
$310K -$361K -8,471 -51%
MML Investors Services
295
MML Investors Services
Massachusetts
$294K +$25.2K +591 +8%
DZ Bank
296
DZ Bank
Germany
$292K +$18.1K +424 +6%
WAM
297
Weiss Asset Management
Massachusetts
$292K +$329K +7,718 New
GT
298
Glenmede Trust
Pennsylvania
$289K
VAS
299
Vestmark Advisory Solutions
Massachusetts
$288K +$325K +7,624 New
FC
300
FORA Capital
Florida
$281K +$317K +7,444 New