We are live on ! Find out more
AOS icon

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
EM
326
ELCO Management
New York
$329K -$69K -1,493 -18%
LSERS
327
Louisiana State Employees Retirement System
Louisiana
$320K -$18.5K -400 -6%
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$319K -$1.85K -40 -0.6%
BB
329
Bell Bank
North Dakota
$303K -$1.9K -41 -0.6%
VF
330
Virtu Financial
New York
$303K +$293K +6,344 New
AP
331
Advisor Partners
California
$295K +$51.8K +1,120 +22%
Qube Research & Technologies (QRT)
332
Qube Research & Technologies (QRT)
United Kingdom
$284K +$275K +5,957 New
NICM
333
Neo Ivy Capital Management
New York
$279K -$258K -5,571 -48%
Daiwa Securities Group
334
Daiwa Securities Group
Japan
$279K
BPCE
335
Bank Pictet & Cie (Europe)
Germany
$275K
LTFS
336
Ladenburg Thalmann Financial Services
Florida
$273K -$306K -6,627 -54%
TRCT
337
Tower Research Capital (TRC)
New York
$271K -$205K -4,440 -44%
BST
338
Bath Savings Trust
Maine
$270K -$40K -865 -13%
JMPWA
339
JP Morgan Private Wealth Advisors
California
$262K +$254K +5,487 New
UBG
340
United Bank (Georgia)
Georgia
$262K +$254K +5,500 New
S
341
Seeyond
France
$260K +$155K +3,358 +160%
WSTAM
342
Wilbanks Smith & Thomas Asset Management
Virginia
$256K +$248K +5,373 New
UR
343
USCA RIA
Texas
$255K +$12.4K +268 +5%
NMIMC
344
Northwestern Mutual Investment Management Company
Wisconsin
$251K -$3.88K -84 -2%
FL
345
Fort LP
Maryland
$249K -$678K -14,666 -74%
PAG
346
Private Advisor Group
New Jersey
$246K +$239K +5,163 New
Jane Street
347
Jane Street
New York
$238K -$55.1K -1,192 -19%
HI
348
Horizon Investments
North Carolina
$235K -$128K -2,774 -36%
SI
349
Stephens Inc
Arkansas
$231K -$103K -2,225 -32%
AIC
350
Ameritas Investment Company
Nebraska
$224K -$11.5K -248 -5%