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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
Nordea Investment Management
301
Nordea Investment Management
Sweden
$271K
TIA
302
Trust Investment Advisors
Indiana
$270K +$9.59K +225 +3%
SC
303
Savant Capital
Illinois
$269K +$384 +9 +0.1%
NMIMC
304
Northwestern Mutual Investment Management Company
Wisconsin
$268K +$75K +1,760 +33%
Brown Advisory
305
Brown Advisory
Maryland
$265K -$74.1K -1,738 -20%
RCA
306
Resonant Capital Advisors
Wisconsin
$265K
VanEck Associates
307
VanEck Associates
New York
$265K +$27.5K +645 +10%
WSTAM
308
Wilbanks Smith & Thomas Asset Management
Virginia
$261K -$2.9K -68 -1%
SI
309
Stephens Inc
Arkansas
$258K +$291K +6,834 New
Walleye Trading
310
Walleye Trading
New York
$254K -$190K -4,454 -40%
AC
311
Aristides Capital
Kentucky
$251K +$283K +6,651 New
FL
312
Fort LP
Maryland
$247K +$97.1K +2,279 +53%
BB
313
Bell Bank
North Dakota
$245K +$1.79K +42 +0.7%
Bank Julius Baer & Co
314
Bank Julius Baer & Co
Switzerland
$238K +$268K +6,290 New
Pacer Advisors
315
Pacer Advisors
Pennsylvania
$234K +$9.89K +232 +4%
AC
316
Allstate Corporation
Illinois
$231K +$260K +6,099 New
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$230K +$29.2K +685 +12%
WCM
318
Weld Capital Management
New York
$227K -$817K -19,168 -76%
EWM
319
Evercore Wealth Management
New York
$223K -$3.38M -79,371 -93%
Daiwa Securities Group
320
Daiwa Securities Group
Japan
$221K
LSERS
321
Louisiana State Employees Retirement System
Louisiana
$219K -$29.8K -700 -11%
IAA
322
Independent Advisor Alliance
North Carolina
$216K -$225K -5,288 -48%
JMPWA
323
JP Morgan Private Wealth Advisors
California
$214K -$19.3K -453 -7%
FPS
324
Fieldpoint Private Securities
Connecticut
$212K +$4.3K +101 +2%
IFG
325
Independent Financial Group
California
$208K +$235K +5,508 New