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A.O. Smith

518 hedge funds and large institutions have $6.79B invested in A.O. Smith in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 204 increasing their positions, 153 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

45% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 67

33% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 153

25% more capital invested

Capital invested by funds: $5.41B → $6.79B (+$1.38B)

5% more funds holding

Funds holding: 492518 (+26)

0.29% less ownership

Funds ownership: 90.61%90.33% (-0.29%)

56% less call options, than puts

Call options by funds: $7.98M | Put options by funds: $18.2M

Holders
518
Holders Change
+26
Holders Change %
+5.28%
% of All Funds
11.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
97
Increased
204
Reduced
153
Closed
67
Calls
$7.98M
Puts
$18.2M
Net Calls
-$10.2M
Net Calls Change
-$570K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$693K -$8.05K -162 -1%
WBC
302
Westpac Banking Corp
Australia
$691K +$257K +5,162 +66%
WAM
303
World Asset Management
Michigan
$685K +$25.4K +511 +4%
IAA
304
Independent Advisor Alliance
North Carolina
$684K +$101K +2,026 +19%
PIA
305
Piedmont Investment Advisors
North Carolina
$674K +$11.2K +225 +2%
CB
306
Chemical Bank
Michigan
$667K
SF
307
Synovus Financial
Georgia
$662K +$15.2K +305 +3%
PAG
308
Private Advisor Group
New Jersey
$653K +$79.9K +1,608 +15%
ST
309
Somerset Trust
Pennsylvania
$648K -$1.69K -34 -0.3%
BCM
310
BlueCrest Capital Management
Jersey
$647K +$603K +12,138 New
ZAM
311
Zevin Asset Management
Massachusetts
$643K
NMERB
312
New Mexico Educational Retirement Board
New Mexico
$640K -$44.7K -900 -7%
Public Sector Pension Investment Board (PSP Investments)
313
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$632K -$13M -262,000 -96%
CL
314
CIM LLC
New York
$622K +$1.09K +22 +0.2%
AIM
315
Axiom Investment Management
New York
$606K +$559K +11,248 New
ACA
316
Aptus Capital Advisors
Alabama
$602K +$240K +4,830 +75%
M&T Bank
317
M&T Bank
New York
$580K +$60K +1,208 +13%
CGH
318
Crossmark Global Holdings
Texas
$570K -$11.9K -240 -2%
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$561K +$26.4K +531 +5%
MMA
320
Miracle Mile Advisors
California
$558K -$3.48K -70 -0.7%
BTS
321
BB&T Securities
Virginia
$549K +$130K +2,606 +34%
HA
322
Harfst & Associates
Wyoming
$541K +$98.5K +1,981 +24%
CIBC World Market
323
CIBC World Market
Ontario, Canada
$539K +$502K +10,104 New
AIP
324
Ameritas Investment Partners
Nebraska
$525K +$23.9K +480 +5%
WHG
325
Westwood Holdings Group
Texas
$517K