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A.O. Smith
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Overview Fund Activity

508 hedge funds and large institutions have $7.07B invested in A.O. Smith in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 217 increasing their positions, 143 reducing their positions, and 46 closing their positions.

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
11.63%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.11%
New
63
Increased
217
Reduced
143
Closed
46
Calls
$20.6M
Puts
$36.5M
Net Calls
-$15.9M
Net Calls Change
+$16.3M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$151M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$231M
4
DDC
4
DF Dent & Co
Maryland
$33.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$31.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.4M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Invesco
3
Invesco
Georgia
$120M
4
PI
4
Putnam Investments
Massachusetts
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$213M
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
401
Exane Asset Management
France
$248K 4,654 +4,654 New
HC
402
Hourglass Capital
Texas
$240K 4,500 – –
Mackenzie Financial
403
Mackenzie Financial
Ontario, Canada
$232K 4,356 +4,356 New
DWA
404
Douglass Winthrop Advisors
New York
$231K 4,326 +247 +6%
AP
405
Advisor Partners
California
$223K 4,174 -127 -3%
SI
406
Stephens Inc
Arkansas
$220K 4,125 -75 -2%
BRWA
407
B. Riley Wealth Advisors
Florida
$216K 4,043 – –
JIC
408
Joel Isaacson & Co
New York
$213K 4,000 – –
SSW
409
Smith Shellnut Wilson
Mississippi
$212K 3,979 +3,979 New
HI
410
Hudock Inc
Pennsylvania
$203K 3,819 +12 +0.3%
Nuveen Asset Management
411
Nuveen Asset Management
Illinois
$202K 3,789 -8 -0.2%
CAG
412
Csenge Advisory Group
Florida
$188K 4,177 +4,177 New
FHA
413
First Horizon Advisors
Tennessee
$187K 3,500 – –
MCM
414
McKinley Capital Management
Alaska
$184K 3,454 -220 -6%
WAM
415
Wealthspire Advisors (Maryland)
Maryland
$171K 3,203 -120 -4%
TG
416
TLP Group
Illinois
$170K 3,186 +3,149 +8,511%
C
417
Cerebellum
California
$162K 3,037 +2,461 +427%
FMT
418
First Mercantile Trust
Tennessee
$134K 2,513 -1,247 -33%
PCM
419
Prelude Capital Management
New York
$125K 2,339 +2,339 New
LWCFA
420
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$124K 2,315 +180 +8%
SFM
421
Signet Financial Management
New Jersey
$115K 2,156 +144 +7%
CAPTRUST Financial Advisors
422
CAPTRUST Financial Advisors
North Carolina
$114K 2,130 -134 -6%
BFEC
423
Benjamin F. Edwards & Company
Missouri
$107K 2,000 – –
PCG
424
Private Capital Group
Connecticut
$98K 1,849 +225 +14%
QI
425
QS Investors
New York
$97K 1,821 – –
15 16
17
18 19