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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
ST
301
Somerset Trust
Pennsylvania
$474K -$91.2K -1,972 -17%
Verition Fund Management
302
Verition Fund Management
Connecticut
$474K +$459K +9,935 New
Simplex Trading
303
Simplex Trading
Illinois
$472K +$458K +9,910 New
HAG
304
HighPoint Advisor Group
Illinois
$470K -$10.3K -222 -2%
SC
305
SRB Corp
Massachusetts
$468K -$53.7K -1,162 -11%
SAM
306
Shell Asset Management
Netherlands
$463K
BNP Paribas Financial Markets
307
BNP Paribas Financial Markets
France
$458K -$8.04M -173,982 -95%
ZAM
308
Zevin Asset Management
Massachusetts
$457K -$68.4K -1,480 -13%
AIP
309
Ameritas Investment Partners
Nebraska
$455K -$14.8K -320 -3%
CGH
310
Crossmark Global Holdings
Texas
$450K -$58.3K -1,260 -12%
Fayez Sarofim & Co
311
Fayez Sarofim & Co
Texas
$429K
KCM
312
Kanawha Capital Management
Virginia
$429K
M&T Bank
313
M&T Bank
New York
$427K +$40.1K +868 +11%
PAM
314
Panagora Asset Management
Massachusetts
$426K
COPPSERS
315
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$423K +$26.8K +579 +7%
SMDAM
316
Sumitomo Mitsui DS Asset Management
Japan
$412K +$56.1K +1,213 +16%
AI
317
Atria Investments
North Carolina
$406K -$29.8K -645 -7%
MAFM
318
Mid Atlantic Financial Management
Pennsylvania
$406K +$17.7K +383 +5%
MML Investors Services
319
MML Investors Services
Massachusetts
$401K -$5.55K -120 -1%
OWD
320
Osborn Williams & Donohoe
Ohio
$394K +$382K +8,264 New
MIFH
321
Migdal Insurance & Financial Holdings
Israel
$367K +$124K +2,684 +54%
BIM
322
Bridges Investment Management
Nebraska
$344K
KRS
323
Kentucky Retirement Systems
Kentucky
$338K +$23.9K +516 +8%
SC
324
Savant Capital
Illinois
$337K -$51.7K -1,119 -14%
TIA
325
Trust Investment Advisors
Indiana
$330K