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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
MERSOM
351
Municipal Employees' Retirement System of Michigan
Michigan
$73K
SO
352
STRS Ohio
Ohio
$67K -$514K -12,072 -87%
CIA
353
CSat Investment Advisory
Michigan
$67K +$7.84K +184 +12%
BFEC
354
Benjamin F. Edwards & Company
Missouri
$66K -$76.5K -1,794 -51%
PHK
355
Point72 Hong Kong
Hong Kong
$65K +$72.7K +1,706 New
CWP
356
CFM Wealth Partners
Texas
$54K
NFG
357
Next Financial Group
Texas
$53K +$2.17K +51 +4%
CAN
358
Claraphi Advisory Network
United States
$52K +$58.7K +1,378 New
MIFH
359
Migdal Insurance & Financial Holdings
Israel
$49K -$39.3K -922 -42%
LS
360
Livforsakringsbolaget Skandia
Sweden
$49K
SAM
361
Shell Asset Management
Netherlands
$41K -$153K -3,597 -77%
CAW
362
Cornerstone Advisors (Washington)
Washington
$39K +$1.83K +43 +4%
RIM
363
Rampart Investment Management
Connecticut
$38K -$35.5K -832 -45%
MWP
364
Meridian Wealth Partners
Pennsylvania
$33K +$170 +4 +0.5%
GAM
365
GQ Asset Management
New York
$32K +$36.4K +855 New
SPIA
366
Steward Partners Investment Advisory
New York
$31K
OPS
367
Orion Portfolio Solutions
Nebraska
$29K -$150K -3,514 -82%
RWA
368
Ropes Wealth Advisors
Massachusetts
$29K
MRCM
369
M&R Capital Management
New Jersey
$26K
NICM
370
Neo Ivy Capital Management
New York
$24K +$26.9K +632 New
VAIA
371
Virtus Alternative Investment Advisers
Connecticut
$22K +$16.9K +396 +214%
RMC
372
Resources Management Corp
Connecticut
$21K -$12.8K -300 -35%
CYG
373
Clean Yield Group
Vermont
$21K +$24.2K +567 New
EWM
374
EPG Wealth Management
Georgia
$20K -$90.6K -2,127 -80%
FHA
375
First Horizon Advisors
Tennessee
$19K