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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
SAM
326
Shell Asset Management
Netherlands
$517K +$249K +5,019 +107%
QC
327
Quadrature Capital
United Kingdom
$516K -$2.09M -42,082 -81%
SMDAM
328
Sumitomo Mitsui DS Asset Management
Japan
$516K
BCP
329
Blackhawk Capital Partners
Wisconsin
$515K +$157K +3,152 +49%
EIM
330
Essex Investment Management
Massachusetts
$487K +$454K +9,126 New
TFS
331
Thoroughbred Financial Services
Tennessee
$480K -$12.3K -248 -3%
Fayez Sarofim & Co
332
Fayez Sarofim & Co
Texas
$480K
KCM
333
Kanawha Capital Management
Virginia
$480K
TIA
334
Trust Investment Advisors
Indiana
$478K -$12.4K -250 -3%
PAM
335
Panagora Asset Management
Massachusetts
$476K -$430K -8,657 -49%
State of Wisconsin Investment Board
336
State of Wisconsin Investment Board
Wisconsin
$473K -$2.8M -56,383 -86%
HAG
337
HighPoint Advisor Group
Illinois
$472K +$6.71K +135 +1%
Qube Research & Technologies (QRT)
338
Qube Research & Technologies (QRT)
United Kingdom
$462K -$378K -7,607 -47%
SIM
339
Sentry Investment Management
Wisconsin
$455K -$37.7K -758 -8%
QCM
340
Quantinno Capital Management
New York
$453K -$124K -2,495 -23%
MAFM
341
Mid Atlantic Financial Management
Pennsylvania
$452K +$10.5K +211 +3%
VAS
342
Vestmark Advisory Solutions
Massachusetts
$451K +$421K +8,465 New
COPPSERS
343
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$442K +$21.9K +440 +6%
SC
344
Savant Capital
Illinois
$434K
MML Investors Services
345
MML Investors Services
Massachusetts
$433K +$404K +8,120 New
CAN
346
Cetera Advisor Networks
California
$432K +$400K +8,040 New
AI
347
Atria Investments
North Carolina
$432K +$402K +8,093 New
II
348
IFM Investors
Australia
$430K +$116K +2,325 +41%
QT
349
Quantamental Technologies
New York
$430K +$362K +7,287 +934%
NC
350
Noked Capital
Israel
$427K +$398K +8,000 New