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A.O. Smith

498 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, 179 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+3
Holders Change %
+0.61%
% 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
179
Closed
47
Calls
$4.89M
Puts
$37.1M
Net Calls
-$32.2M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
401
Davenport & Co
Virginia
$213K -$1.24K -21 -0.6%
MAP
402
Moody Aldrich Partners
Massachusetts
$212K -$296 -5 -0.1%
TW
403
Transform Wealth
Colorado
$208K -$52.4K -885 -20%
FHA
404
First Horizon Advisors
Tennessee
$207K
PIM
405
Penobscot Investment Management
Massachusetts
$206K
Creative Planning
406
Creative Planning
Kansas
$201K +$201K +3,392 New
WAM
407
Wealthspire Advisors (Maryland)
Maryland
$197K +$2.02K +34 +1%
B
408
Bridgeworth
Alabama
$168K -$168K -2,848 -50%
RIM
409
Ranger Investment Management
Texas
$165K -$105K -1,780 -39%
Qube Research & Technologies (QRT)
410
Qube Research & Technologies (QRT)
United Kingdom
$147K +$147K +2,477 New
Federated Hermes
411
Federated Hermes
Pennsylvania
$145K +$145K +2,454 New
TRCT
412
Tower Research Capital (TRC)
New York
$142K +$142K +2,394 New
CAPTRUST Financial Advisors
413
CAPTRUST Financial Advisors
North Carolina
$134K +$61K +1,031 +84%
LS
414
Livforsakringsbolaget Skandia
Sweden
$130K
LWCFA
415
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K +$21.5K +365 +21%
SFM
416
Signet Financial Management
New Jersey
$119K +$119K +2,012 New
BFEC
417
Benjamin F. Edwards & Company
Missouri
$118K
FL
418
Fort LP
Maryland
$116K +$116K +1,964 New
QI
419
QS Investors
New York
$108K -$1.07K -18 -1%
LFG
420
LifePlan Financial Group
Ohio
$98K
PIA
421
Piedmont Investment Advisors
North Carolina
$97K +$97K +1,642 New
PCG
422
Private Capital Group
Connecticut
$96K -$3.78K -64 -4%
ASN
423
Advisory Services Network
Georgia
$89K +$3.58K +60 +4%
RIM
424
Rampart Investment Management
Connecticut
$88K -$1.09M -18,316 -93%
TDC
425
Thompson Davis & Co
Virginia
$85K