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A.O. Smith

468 hedge funds and large institutions have $7.82B invested in A.O. Smith in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 160 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 35

14% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 160

5% more funds holding

Funds holding: 446468 (+22)

1% more capital invested

Capital invested by funds: $7.75B → $7.82B (+$68.5M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.29% less ownership

Funds ownership: 89.13%87.83% (-1.3%)

59% less call options, than puts

Call options by funds: $2.85M | Put options by funds: $6.96M

Holders
468
Holders Change
+22
Holders Change %
+4.93%
% of All Funds
10.61%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
62
Increased
182
Reduced
160
Closed
35
Calls
$2.85M
Puts
$6.96M
Net Calls
-$4.12M
Net Calls Change
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
401
American Portfolios Advisors
New York
$80.6K +$79.9K +1,316 New
GWM
402
Geneos Wealth Management
Colorado
$74K
NC
403
NewSquare Capital
Pennsylvania
$74K
EMG
404
ETF Managers Group
New Jersey
$74K +$10.4K +172 +17%
ASN
405
Advisory Services Network
Georgia
$68K -$485 -8 -0.7%
CAPTRUST Financial Advisors
406
CAPTRUST Financial Advisors
North Carolina
$61K +$60.9K +1,003 New
VCM
407
Versant Capital Management
Arizona
$53K -$485 -8 -0.9%
BTIS
408
BB&T Investment Services
North Carolina
$49K -$182 -3 -0.4%
SPIA
409
Steward Partners Investment Advisory
New York
$48K +$30.3K +500 +170%
MRCM
410
M&R Capital Management
New Jersey
$42K +$6.07K +100 +17%
PCP
411
Proficio Capital Partners
Massachusetts
$41K
FPFS
412
First Personal Financial Services
North Carolina
$38K +$2.73K +45 +8%
RFWA
413
RPg Family Wealth Advisory
Massachusetts
$33.2K
AF
414
Advisornet Financial
Minnesota
$33K +$32.7K +539 New
GLI
415
Guardian Life Insurance
New York
$29K +$8.86K +146 +44%
AF
416
Arrow Financial
New York
$28K
CAW
417
Cornerstone Advisors (Washington)
Washington
$27K
GI
418
Gradient Investments
Minnesota
$26K +$26.2K +432 New
CTA
419
Carillon Tower Advisers
Florida
$25.2K +$25M +411,357 New
RFA
420
Reilly Financial Advisors
California
$25K
KTC
421
Kistler-Tiffany Companies
Pennsylvania
$22K
LNB
422
Ledyard National Bank
$21K +$3.1K +51 +18%
SLF
423
Sun Life Financial
Ontario, Canada
$20K -$46.3K -763 -71%
AIM
424
Advantage Investment Management
Iowa
$19K +$425 +7 +2%
CFA
425
Carroll Financial Associates
North Carolina
$19K +$19.4K +319 New