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A.O. Smith

499 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, 180 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

1% more funds holding

Funds holding: 496499 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.16% less ownership

Funds ownership: 89.67%89.5% (-0.16%)

4% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 180

7% less capital invested

Capital invested by funds: $8.29B → $7.67B (-$616M)

87% less call options, than puts

Call options by funds: $4.89M | Put options by funds: $37.1M

Holders
499
Holders Change
+3
Holders Change %
+0.6%
% 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
180
Closed
47
Calls
$4.89M
Puts
$37.1M
Net Calls
-$32.2M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
McKinley Capital Management
Alaska
$217K -$18.3K -290 -7%
DC
402
Davenport & Co
Virginia
$213K -$1.32K -21 -0.6%
MAP
403
Moody Aldrich Partners
Massachusetts
$212K -$315 -5 -0.1%
TW
404
Transform Wealth
Colorado
$208K -$55.8K -885 -20%
FHA
405
First Horizon Advisors
Tennessee
$207K
PIM
406
Penobscot Investment Management
Massachusetts
$206K
Creative Planning
407
Creative Planning
Kansas
$201K +$214K +3,392 New
WAM
408
Wealthspire Advisors (Maryland)
Maryland
$197K +$2.14K +34 +1%
B
409
Bridgeworth
Alabama
$168K -$179K -2,848 -50%
RIM
410
Ranger Investment Management
Texas
$165K -$112K -1,780 -39%
Qube Research & Technologies (QRT)
411
Qube Research & Technologies (QRT)
United Kingdom
$147K +$156K +2,477 New
Federated Hermes
412
Federated Hermes
Pennsylvania
$145K +$155K +2,454 New
TRCT
413
Tower Research Capital (TRC)
New York
$142K +$151K +2,394 New
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$134K +$65K +1,031 +84%
LS
415
Livforsakringsbolaget Skandia
Sweden
$130K
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K +$23K +365 +21%
SFM
417
Signet Financial Management
New Jersey
$119K +$127K +2,012 New
BFEC
418
Benjamin F. Edwards & Company
Missouri
$118K
FL
419
Fort LP
Maryland
$116K +$124K +1,964 New
QI
420
QS Investors
New York
$108K -$1.13K -18 -1%
LFG
421
LifePlan Financial Group
Ohio
$98K
PIA
422
Piedmont Investment Advisors
North Carolina
$97K +$103K +1,642 New
PCG
423
Private Capital Group
Connecticut
$96K -$4.03K -64 -4%
ASN
424
Advisory Services Network
Georgia
$89K +$3.78K +60 +4%
RIM
425
Rampart Investment Management
Connecticut
$88K -$1.15M -18,316 -93%