We are live on ! Find out more
AOS icon

A.O. Smith

518 hedge funds and large institutions have $6.79B invested in A.O. Smith in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 204 increasing their positions, 153 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

45% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 67

33% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 153

25% more capital invested

Capital invested by funds: $5.41B → $6.79B (+$1.38B)

5% more funds holding

Funds holding: 492518 (+26)

0.29% less ownership

Funds ownership: 90.61%90.33% (-0.29%)

56% less call options, than puts

Call options by funds: $7.98M | Put options by funds: $18.2M

Holders
518
Holders Change
+26
Holders Change %
+5.28%
% of All Funds
11.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
97
Increased
204
Reduced
153
Closed
67
Calls
$7.98M
Puts
$18.2M
Net Calls
-$10.2M
Net Calls Change
-$570K
Name Holding Trade Value Shares
Change
Change in
Stake
HC
401
Hourglass Capital
Texas
$240K +$224K +4,500 New
Mackenzie Financial
402
Mackenzie Financial
Ontario, Canada
$239K +$223K +4,477 New
AP
403
Advisor Partners
California
$233K +$218K +4,377 New
CB
404
Commerce Bank
Missouri
$233K +$218K +4,379 New
GIM
405
Groesbeck Investment Management
New Jersey
$227K +$212K +4,261 New
IWC
406
Integrated Wealth Concepts
Massachusetts
$221K +$206K +4,151 New
CI
407
Cigna Investments
Connecticut
$218K +$204K +4,104 New
Creative Planning
408
Creative Planning
Kansas
$217K +$202K +4,069 New
OIA
409
Optimum Investment Advisors
Illinois
$215K
HI
410
Hudock Inc
Pennsylvania
$215K +$5.12K +103 +3%
JIC
411
Joel Isaacson & Co
New York
$214K +$200K +4,014 New
DSAM
412
Dock Street Asset Management
Florida
$213K +$199K +4,000 New
SSW
413
Smith Shellnut Wilson
Mississippi
$212K +$198K +3,979 New
PIP
414
Peachtree Investment Partners
Florida
$209K +$195K +3,926 New
CIC
415
Carnegie Investment Counsel
Ohio
$208K +$194K +3,898 New
BFEC
416
Benjamin F. Edwards & Company
Missouri
$206K
N
417
Nuveen
North Carolina
$206K +$192K +3,862 New
WAM
418
Wealthspire Advisors (Maryland)
Maryland
$182K +$10.1K +203 +6%
RIA
419
Realta Investment Advisors
Delaware
$173K +$160K +3,220 New
NFG
420
Next Financial Group
Texas
$168K +$156K +3,148 New
NFH
421
NEXT Financial Holdings
Texas
$168K +$156K +3,148 New
PI
422
PEAK6 Investments
Illinois
$167K -$578K -11,622 -79%
VC
423
Voit & Company
Wisconsin
$162K +$151K +3,030 New
PCG
424
Private Capital Group
Connecticut
$158K +$43.9K +883 +42%
ASN
425
Advisory Services Network
Georgia
$158K +$80.1K +1,611 +121%