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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
HNB
376
Huntington National Bank
Ohio
$18K -$4.3K -101 -18%
ASN
377
Advisory Services Network
Georgia
$17K -$15K -353 -45%
ZB
378
Zions Bancorporation
Utah
$17K -$9.25K -217 -33%
AF
379
Arrow Financial
New York
$17K
TF
380
Tompkins Financial
New York
$17K +$19K +445 New
EW
381
Evoke Wealth
California
$16.8K -$128 -3 -0.7%
GI
382
Gradient Investments
Minnesota
$16K
NIT
383
NumerixS Investment Technologies
British Columbia, Canada
$15K -$341K -8,003 -95%
PA
384
Parallel Advisors
California
$15K -$3.49K -82 -17%
KPW
385
Kore Private Wealth
New York
$11K +$12.9K +303 New
CFA
386
Carroll Financial Associates
North Carolina
$10K
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$10K
TCM
388
Tradewinds Capital Management
Washington
$10K
S
389
SignatureFD
Georgia
$9K +$938 +22 +10%
GAM
390
Gemmer Asset Management
California
$9K +$3.83K +90 +57%
TPCW
391
TD Private Client Wealth
New York
$8.62K -$1.06K -25 -10%
AIM
392
AIA Investment Management
Singapore
$8K
QCG
393
Quadrant Capital Group
Ohio
$7K -$58.5K -1,372 -89%
GRP
394
Global Retirement Partners
California
$7K +$1.45K +34 +22%
PFGIA
395
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$8.05K +189 New
AWA
396
Arkadios Wealth Advisors
Georgia
$6.35K +$43 +1 +0.6%
VCM
397
Versant Capital Management
Arizona
$6K -$8.52K -200 -53%
CCM
398
Covington Capital Management
California
$6K
RFA
399
Reilly Financial Advisors
California
$6K
LSA
400
Lion Street Advisors
Texas
$6K +$6.22K +146 New