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A.O. Smith

499 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, 180 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

1% more funds holding

Funds holding: 496499 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.16% less ownership

Funds ownership: 89.67%89.5% (-0.16%)

4% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 180

7% less capital invested

Capital invested by funds: $8.29B → $7.67B (-$616M)

87% less call options, than puts

Call options by funds: $4.89M | Put options by funds: $37.1M

Holders
499
Holders Change
+3
Holders Change %
+0.6%
% 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
180
Closed
47
Calls
$4.89M
Puts
$37.1M
Net Calls
-$32.2M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
376
E. Ohman J:or Asset Management
Sweden
$284K +$50.4K +800 +20%
LCG
377
Lisanti Capital Growth
New York
$281K -$315K -5,005 -51%
GIA
378
Granite Investment Advisors
New Hampshire
$281K -$15.8K -250 -5%
Robeco Institutional Asset Management
379
Robeco Institutional Asset Management
Netherlands
$279K +$150K +2,378 +101%
OIA
380
Optimum Investment Advisors
Illinois
$276K
CI
381
Cigna Investments
Connecticut
$272K -$54.2K -860 -16%
NIT
382
NumerixS Investment Technologies
British Columbia, Canada
$269K +$239K +3,800 +475%
HC
383
Hourglass Capital
Texas
$266K
EM
384
ELCO Management
New York
$261K
DADC
385
D.A. Davidson & Co
Montana
$259K +$276K +4,383 New
CIM
386
Contravisory Investment Management
Massachusetts
$256K -$3.09K -49 -1%
AP
387
Advisor Partners
California
$254K -$3.78K -60 -1%
SI
388
Stephens Inc
Arkansas
$248K +$504 +8 +0.2%
DWA
389
Douglass Winthrop Advisors
New York
$241K +$38.8K +615 +18%
BRWA
390
B. Riley Wealth Advisors
Florida
$240K -$12.1K -192 -5%
II
391
IFM Investors
Australia
$240K +$256K +4,062 New
GCA
392
Gideon Capital Advisors
New York
$239K +$255K +4,049 New
JIC
393
Joel Isaacson & Co
New York
$237K
EBIM
394
Eagle Boston Investment Management
Massachusetts
$233K +$249K +3,953 New
N
395
Nuveen
North Carolina
$225K -$40.5K -643 -14%
HI
396
Hudock Inc
Pennsylvania
$225K +$693 +11 +0.3%
MERSOM
397
Municipal Employees' Retirement System of Michigan
Michigan
$224K
FMT
398
First Mercantile Trust
Tennessee
$222K
CC
399
ClearArc Capital
Ohio
$218K -$1.76K -28 -0.8%
AAS
400
Annex Advisory Services
Wisconsin
$218K