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A.O. Smith
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Overview Fund Activity

498 hedge funds and large institutions have $7.67B invested in A.O. Smith in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 179 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
11.42%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
55
Increased
173
Reduced
179
Closed
47
Calls
$4.89M
Puts
$37.1M
Net Calls
-$32.2M
Net Calls Change
-$22.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$173M
2
JIM
Jupiter Investment Management
United Kingdom
+$68.3M
3
Millennium Management
Millennium Management
New York
+$54M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$35.8M
5
Invesco
Invesco
Georgia
+$35.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
Citadel Advisors
Citadel Advisors
Florida
-$84.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$77.1M
4
Goldman Sachs
Goldman Sachs
New York
-$49.4M
5
GC
Guggenheim Capital
Illinois
-$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCG
376
Lisanti Capital Growth
New York
$281K -$296K -5,005 -51%
GIA
377
Granite Investment Advisors
New Hampshire
$281K -$14.8K -250 -5%
Robeco Institutional Asset Management
378
Robeco Institutional Asset Management
Netherlands
$279K +$140K +2,378 +101%
OIA
379
Optimum Investment Advisors
Illinois
$276K – – –
CI
380
Cigna Investments
Connecticut
$272K -$50.8K -860 -16%
NIT
381
NumerixS Investment Technologies
British Columbia, Canada
$269K +$222K +3,800 +475%
HC
382
Hourglass Capital
Texas
$266K – – –
EM
383
ELCO Management
New York
$261K – – –
DADC
384
D.A. Davidson & Co
Montana
$259K +$259K +4,383 New
CIM
385
Contravisory Investment Management
Massachusetts
$256K -$2.9K -49 -1%
AP
386
Advisor Partners
California
$254K -$3.54K -60 -1%
SI
387
Stephens Inc
Arkansas
$248K +$472 +8 +0.2%
DWA
388
Douglass Winthrop Advisors
New York
$241K +$36.3K +615 +18%
BRWA
389
B. Riley Wealth Advisors
Florida
$240K -$11.4K -192 -5%
II
390
IFM Investors
Australia
$240K +$240K +4,062 New
GCA
391
Gideon Capital Advisors
New York
$239K +$239K +4,049 New
JIC
392
Joel Isaacson & Co
New York
$237K – – –
EBIM
393
Eagle Boston Investment Management
Massachusetts
$233K +$233K +3,953 New
Nuveen Asset Management
394
Nuveen Asset Management
Illinois
$225K -$38.1K -643 -14%
HI
395
Hudock Inc
Pennsylvania
$225K +$650 +11 +0.3%
MERSOM
396
Municipal Employees' Retirement System of Michigan
Michigan
$224K – – –
FMT
397
First Mercantile Trust
Tennessee
$222K – – –
CC
398
ClearArc Capital
Ohio
$218K -$1.66K -28 -0.8%
AAS
399
Annex Advisory Services
Wisconsin
$218K – – –
MCM
400
McKinley Capital Management
Alaska
$217K -$17.1K -290 -7%
14 15
16
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