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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
CIBC World Market
301
CIBC World Market
Ontario, Canada
$692K -$1.1M -17,520 -60%
CIC
302
Crawford Investment Counsel
Georgia
$652K -$150K -2,380 -18%
PAG
303
Private Advisor Group
New Jersey
$652K +$343K +5,443 +97%
CAM
304
ClariVest Asset Management
California
$651K -$120K -1,900 -15%
TIA
305
Trust Investment Advisors
Indiana
$625K +$9.45K +150 +1%
MMA
306
Miracle Mile Advisors
California
$623K
M&T Bank
307
M&T Bank
New York
$608K -$7.44K -118 -1%
SEC
308
Seven Eight Capital
New York
$603K +$643K +10,200 New
BFM
309
Boothbay Fund Management
New York
$589K +$31.8K +504 +5%
ECM
310
ETrade Capital Management
Virginia
$589K +$68.1K +1,080 +12%
SM
311
Sciencast Management
New Jersey
$585K +$280K +4,448 +84%
Janney Montgomery Scott
312
Janney Montgomery Scott
Pennsylvania
$584K +$278K +4,412 +81%
CWM
313
Cornerstone Wealth Management
Missouri
$575K +$2.14M +33,934 New
WHG
314
Westwood Holdings Group
Texas
$574K
SIM
315
Sentry Investment Management
Wisconsin
$564K +$44.9K +712 +8%
PTC
316
Private Trust Company
Ohio
$556K +$244K +3,873 +70%
BF
317
BOK Financial
Oklahoma
$551K +$26.5K +420 +5%
HI
318
HBK Investments
Texas
$550K +$586K +9,300 New
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$540K +$49K +778 +9%
MF
320
Magnetar Financial
Illinois
$540K +$104K +1,652 +22%
Fayez Sarofim & Co
321
Fayez Sarofim & Co
Texas
$532K
KCM
322
Kanawha Capital Management
Virginia
$532K
HAG
323
HighPoint Advisor Group
Illinois
$530K -$1.95K -31 -0.3%
AA
324
ALPS Advisors
Colorado
$524K +$558K +8,857 New
LSERS
325
Louisiana State Employees Retirement System
Louisiana
$503K -$25.2K -400 -4%