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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
PFBT
376
Parkside Financial Bank & Trust
Missouri
$95K -$1.11K -24 -1%
RCAG
377
Rehmann Capital Advisory Group
Michigan
$92.2K +$3.51K +76 +4%
CI
378
Cooper Investors
Australia
$87.2K +$84.5K +1,828 New
RIM
379
Rampart Investment Management
Connecticut
$85K -$3.7K -80 -4%
QI
380
QS Investors
New York
$85K
SO
381
STRS Ohio
Ohio
$85K
QCG
382
Quadrant Capital Group
Ohio
$71K +$46.1K +998 +185%
ZB
383
Zions Bancorporation
Utah
$68K -$462 -10 -0.7%
AAM
384
Advisors Asset Management
Colorado
$65K -$102K -2,208 -62%
LS
385
Livforsakringsbolaget Skandia
Sweden
$62K
CIA
386
CSat Investment Advisory
Michigan
$60K -$2.77K -60 -5%
NFG
387
Next Financial Group
Texas
$56K -$118K -2,546 -68%
CAW
388
Cornerstone Advisors (Washington)
Washington
$46K +$4.81K +104 +12%
APA
389
American Portfolios Advisors
New York
$44K -$97.1K -2,101 -70%
RMC
390
Resources Management Corp
Connecticut
$41K +$39.3K +850 New
SPIA
391
Steward Partners Investment Advisory
New York
$39K +$3.61K +78 +11%
RWA
392
Ropes Wealth Advisors
Massachusetts
$37K +$35.8K +775 New
CG
393
Cutler Group
California
$35K -$162K -3,500 -83%
SFS
394
Sowell Financial Services
Arkansas
$34K +$33.3K +720 New
MRCM
395
M&R Capital Management
New Jersey
$33K
HNB
396
Huntington National Bank
Ohio
$33K +$7.03K +152 +28%
GWM
397
Geneos Wealth Management
Colorado
$32K +$2.5K +54 +9%
S
398
SignatureFD
Georgia
$31K -$3.28K -71 -10%
Walleye Trading
399
Walleye Trading
New York
$30K +$28.8K +622 New
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$25K +$7.21K +156 +43%