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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
DADC
376
D.A. Davidson & Co
Montana
$336K +$98.7K +1,985 +40%
AAM
377
Advisors Asset Management
Colorado
$333K -$164K -3,294 -35%
KRS
378
Kentucky Retirement Systems
Kentucky
$331K -$2.93K -59 -0.9%
DZ Bank
379
DZ Bank
Germany
$331K +$308K +6,200 New
ZCA
380
Zeke Capital Advisors
Pennsylvania
$331K +$309K +6,207 New
SI
381
Stephens Inc
Arkansas
$327K +$305K +6,135 New
EDRH
382
Edmond de Rothschild Holding
Switzerland
$325K
HI
383
Handelsinvest Investeringsforvaltning
Denmark
$322K
AIC
384
Ameritas Investment Company
Nebraska
$316K +$294K +5,918 New
TRCT
385
Tower Research Capital (TRC)
New York
$312K -$409K -8,219 -58%
Daiwa Securities Group
386
Daiwa Securities Group
Japan
$311K -$2.12M -42,647 -88%
LCM
387
Landscape Capital Management
New Jersey
$310K -$15.2K -306 -5%
JGUA
388
John G. Ullman & Associates
New York
$309K +$288K +5,800 New
B
389
Bridgeworth
Alabama
$304K +$283K +5,696 New
William Blair & Company
390
William Blair & Company
Illinois
$283K +$264K +5,307 New
ONB
391
Old National Bancorp
Indiana
$273K +$255K +5,129 New
RI
392
Redwood Investments
Massachusetts
$271K +$253K +5,084 New
BWAM
393
Boyd Watterson Asset Management
Ohio
$270K +$252K +5,063 New
MME
394
Meag Munich Ergo
Germany
$269K +$255K +5,132 New
CAG
395
Csenge Advisory Group
Florida
$267K -$165K -3,328 -40%
RCA
396
Rowland Carmichael Advisors
Arizona
$254K +$237K +4,770 New
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$251K -$19K -383 -8%
HI
398
Horizon Investments
North Carolina
$250K +$233K +4,682 New
MYLI
399
Meiji Yasuda Life Insurance
Japan
$249K -$41.3K -830 -15%
VF
400
Virtu Financial
New York
$246K -$660K -13,270 -74%